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Auburn National Bancorp
AUBN

24 hedge funds and large institutions have $6.15M invested in Auburn National Bancorp in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

18% more capital invested

Capital invested by funds: $5.22M → $6.15M (+$932K)

14% more funds holding

Funds holding: 21 → 24 (+3)

1.23% more ownership

Funds ownership: 6.98% → 8.22% (+1.2%)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$474K
2
IA
IFG Advisory
Georgia
+$399K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$107K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$85.5K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$35.5K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$232K
2
Millennium Management
Millennium Management
New York
-$202K
3
BlackRock
BlackRock
New York
-$21.8K
4
Renaissance Technologies
Renaissance Technologies
New York
-$13.1K
5
TRCT
Tower Research Capital (TRC)
New York
-$9.01K
Name Holding Trade Value Shares
Change 		Change in
Stake
FL
1
Fourthstone LLC
Missouri
$895K +$474K +21,780 +110%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$796K +$35.5K +1,631 +5%
ACA
3
Aptus Capital Advisors
Alabama
$593K – – –
BCM
4
Bridgeway Capital Management
Texas
$591K +$13.8K +632 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$535K +$107K +4,904 +24%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$449K +$85.5K +3,931 +23%
Truist Financial
7
Truist Financial
North Carolina
$409K – – –
IA
8
IFG Advisory
Georgia
$384K +$399K +18,330 New
AF
9
Apexium Financial
Texas
$340K – – –
JPWM
10
Jamison Private Wealth Management
Georgia
$293K +$295K +13,558 New
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$224K +$1.35K +62 +0.6%
RC
12
RBF Capital
California
$209K – – –
Renaissance Technologies
13
Renaissance Technologies
New York
$205K -$13.1K -600 -6%
BlackRock
14
BlackRock
New York
$126K -$21.8K -1,002 -14%
Morgan Stanley
15
Morgan Stanley
New York
$76.9K -$232K -10,665 -74%
TRCT
16
Tower Research Capital (TRC)
New York
$6.72K -$9.01K -414 -56%
EWA
17
EverSource Wealth Advisors
Alabama
$5.83K +$5.88K +270 New
UBS Group
18
UBS Group
Switzerland
$3.29K +$3.13K +144 +1,108%
JP Morgan Chase
19
JP Morgan Chase
New York
$2.46K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$1.74K – – –
CFGS
21
Concourse Financial Group Securities
Alabama
$1.23K – – –
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$1.15K +$1.15K +53 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K -$805 -37 -39%
Wells Fargo
24
Wells Fargo
California
$385 +$22 +1 +6%
Millennium Management
25
Millennium Management
New York
– -$202K -9,400 Closed

AUBN Hedge Fund Activity: Q3 2023 in Review

24 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Auburn National Bancorp (AUBN) for Q3 2023, worth a combined $6.15M — up 18% from $5.22M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AUBN positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $474K. The largest seller was Morgan Stanley, cutting an estimated $232K.

  • 24 institutional investors held Auburn National Bancorp (AUBN) as of Q3 2023, up from 21 in Q2 2023.
  • Funds reported $6.15M of Auburn National Bancorp stock for Q3 2023, up 18% quarter-over-quarter.
  • 4 funds opened new Auburn National Bancorp positions in Q3 2023 and 1 closed out, a net change of +3 holders.
  • The largest Auburn National Bancorp buyer in Q3 2023 was Fourthstone LLC, an estimated $474K added.
  • The largest Auburn National Bancorp seller in Q3 2023 was Morgan Stanley, an estimated $232K sold.

Based on aggregated 13F filings for Q3 2023.