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AMES National

55 hedge funds and large institutions have $38.3M invested in AMES National in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36,100% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $3K

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5455 (+1)

0.06% less ownership

Funds ownership: 25.73%25.66% (-0.06%)

8% less capital invested

Capital invested by funds: $41.7M → $38.3M (-$3.42M)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
16
Closed
6
Calls
$1.09M
Puts
$3K
Net Calls
+$1.08M
Net Calls Change
+$156K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.37M +$588K +31,960 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.96M +$148K +8,043 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.13M -$320K -17,372 -7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.86M +$175K +9,507 +6%
State Street
5
State Street
Massachusetts
$1.85M +$77.9K +4,232 +4%
Northern Trust
6
Northern Trust
Illinois
$1.22M -$3.9K -212 -0.3%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$1.04M +$490K +26,622 +73%
Renaissance Technologies
8
Renaissance Technologies
New York
$979K -$99.4K -5,400 -8%
LPL Financial
9
LPL Financial
California
$913K +$260K +14,138 +35%
Morgan Stanley
10
Morgan Stanley
New York
$786K +$5.41K +294 +0.6%
PAIM
11
Punch & Associates Investment Management
Minnesota
$736K -$79.9K -4,344 -9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$686K +$8.61K +468 +1%
CPSC
13
Carl P. Sherr & Co
Massachusetts
$515K -$69.8K -3,791 -11%
IA
14
IFG Advisory
Georgia
$505K +$2.04K +111 +0.4%
RC
15
RBF Capital
California
$498K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$483K +$184 +10 +0%
BCM
17
Bridgeway Capital Management
Texas
$471K +$11.6K +632 +2%
Two Sigma Investments
18
Two Sigma Investments
New York
$406K -$207K -11,276 -32%
Charles Schwab
19
Charles Schwab
California
$394K
Two Sigma Advisers
20
Two Sigma Advisers
New York
$340K -$340K -18,500 -47%
Squarepoint
21
Squarepoint
New York
$260K +$288K +15,662 New
Bank of America
22
Bank of America
North Carolina
$251K +$7.75K +421 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$241K -$8.83K -480 -3%
FG
24
Foster Group
Iowa
$220K +$2.28K +124 +0.9%
N
25
Nuveen
North Carolina
$172K

ATLO Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q3 2023, worth a combined $38.3M — down 8.2% from $41.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ATLO positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $588K. The largest seller was Millennium Management, exiting entirely with an estimated $350K sold.

  • 55 institutional investors held AMES National (ATLO) as of Q3 2023, up from 54 in Q2 2023.
  • Funds reported $38.3M of AMES National stock for Q3 2023, down 8.2% quarter-over-quarter.
  • 7 funds opened new AMES National positions in Q3 2023 and 6 closed out, a net change of +1 holder.
  • The largest AMES National buyer in Q3 2023 was BlackRock, an estimated $588K added.
  • The largest AMES National seller in Q3 2023 was Millennium Management, an estimated $350K sold.

Based on aggregated 13F filings for Q3 2023.