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Auburn National Bancorp

20 hedge funds and large institutions have $5.6M invested in Auburn National Bancorp in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0.37% less ownership

Funds ownership: 8.69%8.32% (-0.37%)

9% less funds holding

Funds holding: 2220 (-2)

13% less capital invested

Capital invested by funds: $6.46M → $5.6M (-$860K)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$731K +$22.6K +1,102 +3%
FL
2
Fourthstone LLC
Missouri
$718K -$154K -7,545 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$590K +$225 +11 +0%
BCM
4
Bridgeway Capital Management
Texas
$555K +$14.3K +700 +2%
ACA
5
Aptus Capital Advisors
Alabama
$512K -$7.8K -381 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$404K +$3.99K +195 +0.9%
Truist Financial
7
Truist Financial
North Carolina
$377K
IA
8
IFG Advisory
Georgia
$353K
LNC
9
Lincoln National Corp
Pennsylvania
$318K +$337K +16,482 New
AF
10
Apexium Financial
Texas
$303K
Renaissance Technologies
11
Renaissance Technologies
New York
$271K +$28.7K +1,400 +11%
JPWM
12
Jamison Private Wealth Management
Georgia
$261K
BlackRock
13
BlackRock
New York
$112K -$2.7K -132 -2%
Morgan Stanley
14
Morgan Stanley
New York
$74.7K -$79.3K -3,876 -50%
TRCT
15
Tower Research Capital (TRC)
New York
$7.13K +$3.66K +179 +94%
EWA
16
EverSource Wealth Advisors
Alabama
$5K
JP Morgan Chase
17
JP Morgan Chase
New York
$2.19K
Osaic Holdings
18
Osaic Holdings
Arizona
$1.6K
Wells Fargo
19
Wells Fargo
California
$358 +$20 +1 +6%
UBS Group
20
UBS Group
Switzerland
$251 -$3.54K -173 -93%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
-$224K -10,517 Closed
RC
22
RBF Capital
California
-$213K -10,000 Closed
S
23
SignatureFD
Georgia
-$7.3K -343 Closed

AUBN Hedge Fund Activity: Q1 2024 in Review

20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Auburn National Bancorp (AUBN) for Q1 2024, worth a combined $5.6M — down 13% from $6.46M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of AUBN and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Lincoln National Corp, opening a new position worth an estimated $337K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $224K sold.

  • 20 institutional investors held Auburn National Bancorp (AUBN) as of Q1 2024, down from 22 in Q4 2023.
  • Funds reported $5.6M of Auburn National Bancorp stock for Q1 2024, down 13% quarter-over-quarter.
  • 1 fund opened new Auburn National Bancorp positions in Q1 2024 and 3 closed out, a net change of -2 holders.
  • The largest Auburn National Bancorp buyer in Q1 2024 was Lincoln National Corp, an estimated $337K added.
  • The largest Auburn National Bancorp seller in Q1 2024 was CAPTRUST Financial Advisors, an estimated $224K sold.

Based on aggregated 13F filings for Q1 2024.