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AMES National

54 hedge funds and large institutions have $41.7M invested in AMES National in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

23,175% more call options, than puts

Call options by funds: $931K | Put options by funds: $4K

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

23% more funds holding

Funds holding: 4454 (+10)

1.36% more ownership

Funds ownership: 24.37%25.73% (+1.4%)

7% less capital invested

Capital invested by funds: $45M → $41.7M (-$3.25M)

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
24
Reduced
9
Closed
6
Calls
$931K
Puts
$4K
Net Calls
+$927K
Net Calls Change
+$927K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.61M +$7.67M +408,134 +327%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.51M +$641K +34,095 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.81M +$388K +20,645 +8%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.94M +$1.43M +76,340 +88%
State Street
5
State Street
Massachusetts
$1.93M +$1.26M +66,800 +165%
Northern Trust
6
Northern Trust
Illinois
$1.33M +$982K +52,257 +245%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.16M -$48.9K -2,600 -4%
PAIM
8
Punch & Associates Investment Management
Minnesota
$878K +$323K +17,206 +55%
Morgan Stanley
9
Morgan Stanley
New York
$848K -$11K -583 -1%
LPL Financial
10
LPL Financial
California
$737K +$30K +1,596 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$737K +$384K +20,415 +100%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$703K +$103K +5,500 +16%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$656K +$451K +23,974 +194%
Two Sigma Investments
14
Two Sigma Investments
New York
$644K +$118K +6,293 +21%
CPSC
15
Carl P. Sherr & Co
Massachusetts
$628K -$29.9K -1,590 -4%
IA
16
IFG Advisory
Georgia
$547K +$139K +7,378 +32%
RC
17
RBF Capital
California
$541K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$524K +$207 +11 +0%
BCM
19
Bridgeway Capital Management
Texas
$501K +$166K +8,848 +47%
Charles Schwab
20
Charles Schwab
California
$428K +$447K +23,759 New
Millennium Management
21
Millennium Management
New York
$350K -$1.22M -65,052 -77%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$270K +$33K +1,756 +13%
Bank of America
23
Bank of America
North Carolina
$265K +$18.5K +986 +7%
FL
24
Fourthstone LLC
Missouri
$239K -$9.62M -511,710 -97%
FG
25
Foster Group
Iowa
$237K +$2.39K +127 +1%

ATLO Hedge Fund Activity: Q2 2023 in Review

54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q2 2023, worth a combined $41.7M — down 7.2% from $45M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ATLO positions and 6 closed out — a net gain of 10 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $7.67M. The largest seller was Fourthstone LLC, cutting an estimated $9.62M.

  • 54 institutional investors held AMES National (ATLO) as of Q2 2023, up from 44 in Q1 2023.
  • Funds reported $41.7M of AMES National stock for Q2 2023, down 7.2% quarter-over-quarter.
  • 16 funds opened new AMES National positions in Q2 2023 and 6 closed out, a net change of +10 holders.
  • The largest AMES National buyer in Q2 2023 was BlackRock, an estimated $7.67M added.
  • The largest AMES National seller in Q2 2023 was Fourthstone LLC, an estimated $9.62M sold.

Based on aggregated 13F filings for Q2 2023.