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Auburn National Bancorp
AUBN

25 hedge funds and large institutions have $8.24M invested in Auburn National Bancorp in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

21% more capital invested

Capital invested by funds: $6.81M → $8.24M (+$1.44M)

19% more funds holding

Funds holding: 21 → 25 (+4)

1.54% more ownership

Funds ownership: 8.52% → 10.05% (+1.5%)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$826K
2
LPL Financial
LPL Financial
California
+$438K
3
UBS Group
UBS Group
Switzerland
+$21.4K
4
Morgan Stanley
Morgan Stanley
New York
+$19.4K
5
BCM
Bridgeway Capital Management
Texas
+$12.8K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$368K
2
JPWM
Jamison Private Wealth Management
Georgia
-$25.9K
3
ACA
Aptus Capital Advisors
Alabama
-$20.1K
4
Bank of America
Bank of America
North Carolina
-$156
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$931K +$11.7K +523 +1%
FL
2
Fourthstone LLC
Missouri
$870K +$826K +37,034 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$769K – – –
BCM
4
Bridgeway Capital Management
Texas
$720K +$12.8K +572 +2%
ACA
5
Aptus Capital Advisors
Alabama
$646K -$20.1K -900 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$549K – – –
IA
7
IFG Advisory
Georgia
$529K – – –
LPL Financial
8
LPL Financial
California
$461K +$438K +19,619 New
Truist Financial
9
Truist Financial
North Carolina
$459K – – –
AF
10
Apexium Financial
Texas
$369K – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$367K +$8.92K +400 +3%
JPWM
12
Jamison Private Wealth Management
Georgia
$298K -$25.9K -1,161 -8%
WIA
13
Wealthedge Investment Advisors
New York
$272K +$258K +11,577 New
EF
14
Empowered Funds
Pennsylvania
$262K +$12.8K +572 +5%
RC
15
RBF Capital
California
$235K – – –
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$218K +$1.32K +59 +0.6%
BlackRock
17
BlackRock
New York
$139K +$22 +1 +0%
Morgan Stanley
18
Morgan Stanley
New York
$111K +$19.4K +868 +22%
UBS Group
19
UBS Group
Switzerland
$25.6K +$21.4K +958 +720%
EWA
20
EverSource Wealth Advisors
Alabama
$6.34K – – –
TRCT
21
Tower Research Capital (TRC)
New York
$2.28K +$2.16K +97 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.95K -$368K -16,482 -99%
Bank of America
23
Bank of America
North Carolina
$493 -$156 -7 -25%
JP Morgan Chase
24
JP Morgan Chase
New York
$329 – – –
Wells Fargo
25
Wells Fargo
California
$14 – – –

AUBN Hedge Fund Activity: Q4 2024 in Review

25 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Auburn National Bancorp (AUBN) for Q4 2024, worth a combined $8.24M — up 21% from $6.81M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AUBN positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $826K. The largest seller was Osaic Holdings, cutting an estimated $368K.

  • 25 institutional investors held Auburn National Bancorp (AUBN) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $8.24M of Auburn National Bancorp stock for Q4 2024, up 21% quarter-over-quarter.
  • 4 funds opened new Auburn National Bancorp positions in Q4 2024 and 0 closed out, a net change of +4 holders.
  • The largest Auburn National Bancorp buyer in Q4 2024 was Fourthstone LLC, an estimated $826K added.
  • The largest Auburn National Bancorp seller in Q4 2024 was Osaic Holdings, an estimated $368K sold.

Based on aggregated 13F filings for Q4 2024.