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AMES National

55 hedge funds and large institutions have $47.5M invested in AMES National in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,337% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $52K

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 5455 (+1)

1.07% less ownership

Funds ownership: 27.28%26.21% (-1.1%)

9% less capital invested

Capital invested by funds: $52.3M → $47.5M (-$4.73M)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
22
Closed
3
Calls
$1.27M
Puts
$52K
Net Calls
+$1.22M
Net Calls Change
+$665K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$12.7M -$417K -21,253 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.89M +$58.1K +2,965 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.92M -$49.7K -2,535 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.82M +$218K +11,132 +6%
State Street
5
State Street
Massachusetts
$2.44M +$220K +11,246 +10%
Northern Trust
6
Northern Trust
Illinois
$1.54M +$51.2K +2,611 +4%
Morgan Stanley
7
Morgan Stanley
New York
$1.42M -$1.46M -74,669 -52%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$1.27M
Renaissance Technologies
9
Renaissance Technologies
New York
$1.05M -$64.7K -3,300 -6%
LPL Financial
10
LPL Financial
California
$811K +$412 +21 +0.1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$716K -$53.3K -2,721 -7%
RC
12
RBF Capital
California
$605K
IA
13
IFG Advisory
Georgia
$604K -$12.6K -644 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$587K +$216 +11 +0%
CPSC
15
Carl P. Sherr & Co
Massachusetts
$525K -$107K -5,464 -17%
BCM
16
Bridgeway Capital Management
Texas
$502K -$37.1K -1,892 -7%
Charles Schwab
17
Charles Schwab
California
$479K
JP Morgan Chase
18
JP Morgan Chase
New York
$333K +$139K +7,100 +75%
Invesco
19
Invesco
Georgia
$304K +$295K +15,071 New
GCP
20
GSA Capital Partners
United Kingdom
$275K -$12.3K -628 -4%
FG
21
Foster Group
Iowa
$273K +$4.98K +254 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$258K -$44.4K -2,263 -15%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$246K -$62.7K -3,200 -21%
Bank of America
24
Bank of America
North Carolina
$240K -$90.4K -4,613 -28%
Squarepoint
25
Squarepoint
New York
$225K -$81.4K -4,154 -27%

ATLO Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q1 2024, worth a combined $47.5M — down 9% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ATLO positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $295K. The largest seller was Morgan Stanley, cutting an estimated $1.46M.

  • 55 institutional investors held AMES National (ATLO) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $47.5M of AMES National stock for Q1 2024, down 9% quarter-over-quarter.
  • 4 funds opened new AMES National positions in Q1 2024 and 3 closed out, a net change of +1 holder.
  • The largest AMES National buyer in Q1 2024 was Invesco, an estimated $295K added.
  • The largest AMES National seller in Q1 2024 was Morgan Stanley, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2024.