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Auburn National Bancorp

20 hedge funds and large institutions have $4.83M invested in Auburn National Bancorp in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.76% less ownership

Funds ownership: 8.32%7.57% (-0.76%)

14% less capital invested

Capital invested by funds: $5.6M → $4.83M (-$765K)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
3
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
$694K -$237 -13 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$560K
BCM
3
Bridgeway Capital Management
Texas
$541K +$13.1K +720 +2%
ACA
4
Aptus Capital Advisors
Alabama
$452K -$34.3K -1,878 -7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$401K +$17.4K +952 +5%
Truist Financial
6
Truist Financial
North Carolina
$358K
IA
7
IFG Advisory
Georgia
$335K
Osaic Holdings
8
Osaic Holdings
Arizona
$303K +$301K +16,482 +19,858%
AF
9
Apexium Financial
Texas
$288K
Renaissance Technologies
10
Renaissance Technologies
New York
$262K +$4.89K +268 +2%
JPWM
11
Jamison Private Wealth Management
Georgia
$248K
EF
12
Empowered Funds
Pennsylvania
$184K +$184K +10,062 New
BlackRock
13
BlackRock
New York
$109K +$2.98K +163 +3%
Morgan Stanley
14
Morgan Stanley
New York
$70.9K
TRCT
15
Tower Research Capital (TRC)
New York
$15.4K +$8.62K +472 +128%
EWA
16
EverSource Wealth Advisors
Alabama
$5.16K
UBS Group
17
UBS Group
Switzerland
$4.72K +$4.47K +245 +1,885%
Bank of America
18
Bank of America
North Carolina
$329 +$329 +18 New
JP Morgan Chase
19
JP Morgan Chase
New York
$256 -$1.83K -100 -88%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$73 +$73 +4 New
Wells Fargo
21
Wells Fargo
California
$7 -$347 -19 Closed
FL
22
Fourthstone LLC
Missouri
-$718K -37,264 Closed
LNC
23
Lincoln National Corp
Pennsylvania
-$318K -16,482 Closed

AUBN Hedge Fund Activity: Q2 2024 in Review

20 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Auburn National Bancorp (AUBN) for Q2 2024, worth a combined $4.83M — down 14% from $5.6M a quarter earlier.

Fund positioning in AUBN was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 3 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $301K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $718K sold.

  • 20 institutional investors held Auburn National Bancorp (AUBN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.83M of Auburn National Bancorp stock for Q2 2024, down 14% quarter-over-quarter.
  • 3 funds opened new Auburn National Bancorp positions in Q2 2024 and 3 closed out, a net change of 0 holders.
  • The largest Auburn National Bancorp buyer in Q2 2024 was Osaic Holdings, an estimated $301K added.
  • The largest Auburn National Bancorp seller in Q2 2024 was Fourthstone LLC, an estimated $718K sold.

Based on aggregated 13F filings for Q2 2024.