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AMES National

54 hedge funds and large institutions have $52.3M invested in AMES National in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

887% more call options, than puts

Call options by funds: $612K | Put options by funds: $62K

37% more capital invested

Capital invested by funds: $38.3M → $52.3M (+$14M)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

1.61% more ownership

Funds ownership: 25.66%27.28% (+1.6%)

2% less funds holding

Funds holding: 5554 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
16
Closed
7
Calls
$612K
Puts
$62K
Net Calls
+$550K
Net Calls Change
-$533K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.8M +$1.53M +83,498 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.4M +$127K +6,927 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.26M -$52K -2,840 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.8M +$103K +5,656 +3%
Morgan Stanley
5
Morgan Stanley
New York
$3.09M +$1.79M +97,584 +206%
State Street
6
State Street
Massachusetts
$2.34M -$35.7K -1,949 -2%
Northern Trust
7
Northern Trust
Illinois
$1.57M +$7.19K +393 +0.5%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$1.34M
Renaissance Technologies
9
Renaissance Technologies
New York
$1.18M -$69.5K -3,800 -6%
LPL Financial
10
LPL Financial
California
$857K -$272K -14,880 -27%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$816K -$57K -3,113 -8%
CPSC
12
Carl P. Sherr & Co
Massachusetts
$671K +$7.5K +410 +1%
IA
13
IFG Advisory
Georgia
$652K +$2.23K +122 +0.4%
RC
14
RBF Capital
California
$640K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$621K +$201 +11 +0%
BCM
16
Bridgeway Capital Management
Texas
$571K -$29.9K -1,632 -6%
Charles Schwab
17
Charles Schwab
California
$507K
Bank of America
18
Bank of America
North Carolina
$352K +$25.3K +1,382 +9%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$329K -$93.3K -5,100 -25%
Squarepoint
20
Squarepoint
New York
$327K -$6.26K -342 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$321K +$9.79K +535 +4%
GCP
22
GSA Capital Partners
United Kingdom
$304K +$260K +14,236 New
UBS Group
23
UBS Group
Switzerland
$261K +$130K +7,111 +139%
Barclays
24
Barclays
United Kingdom
$250K +$187K +10,208 +676%
N
25
Nuveen
North Carolina
$222K

ATLO Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q4 2023, worth a combined $52.3M — up 37% from $38.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ATLO and 6 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $1.79M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $736K sold.

  • 54 institutional investors held AMES National (ATLO) as of Q4 2023, down from 55 in Q3 2023.
  • Funds reported $52.3M of AMES National stock for Q4 2023, up 37% quarter-over-quarter.
  • 6 funds opened new AMES National positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest AMES National buyer in Q4 2023 was Morgan Stanley, an estimated $1.79M added.
  • The largest AMES National seller in Q4 2023 was Punch & Associates Investment Management, an estimated $736K sold.

Based on aggregated 13F filings for Q4 2023.