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First National Corp

25 hedge funds and large institutions have $36.4M invested in First National Corp in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $33.4M → $36.4M (+$3.01M)

1.6% more ownership

Funds ownership: 33.7%35.3% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

4% less funds holding

Funds holding: 2625 (-1)

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$10.3M +$191K +12,463 +2%
SCP
2
Siena Capital Partners
Illinois
$5.23M
PU
3
Petiole USA
New York
$5.15M
BFC
4
Banc Funds Company
Illinois
$3.69M
CCM
5
Cutler Capital Management
Massachusetts
$3.31M +$53K +3,455 +2%
CAS
6
Coppell Advisory Solutions
Texas
$2.34M +$1.88M +122,741 +442%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.1M
GLLW
8
Graves Light Lenhart Wealth
Virginia
$1.08M -$184K -12,000 -15%
ROC
9
River Oaks Capital
Minnesota
$794K -$1.52K -99 -0.2%
BCM
10
Bridgeway Capital Management
Texas
$716K +$4.76K +310 +0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$638K +$105K +6,867 +22%
Stifel Financial
12
Stifel Financial
Missouri
$322K
RA
13
RFG Advisory
Alabama
$314K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$295K +$274K +17,870 New
BlackRock
15
BlackRock
New York
$290K +$13.3K +869 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$278K -$4.54K -296 -2%
GWI
17
Grace & White Inc
New York
$241K
State Street
18
State Street
Massachusetts
$191K
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$36.5K
TRCT
20
Tower Research Capital (TRC)
New York
$16.5K +$6.86K +447 +81%
Morgan Stanley
21
Morgan Stanley
New York
$12.7K +$10.3K +668 +668%
Wells Fargo
22
Wells Fargo
California
$12.2K -$50.3K -3,278 -82%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6K +$1.81K +118 +43%
TSW
24
Thompson Siegel & Walmsley
Virginia
$2K
IA
25
IFP Advisors
Florida
$1.67K +$1.55K +101 New

FXNC Hedge Fund Activity: Q2 2023 in Review

25 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in First National Corp (FXNC) for Q2 2023, worth a combined $36.4M — up 9% from $33.4M a quarter earlier.

Fund positioning in FXNC was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 4 trimmed.

The largest buyer was Coppell Advisory Solutions, adding an estimated $1.88M. The largest seller was BHZ Capital Management, exiting entirely with an estimated $391K sold.

  • 25 institutional investors held First National Corp (FXNC) as of Q2 2023, down from 26 in Q1 2023.
  • Funds reported $36.4M of First National Corp stock for Q2 2023, up 9% quarter-over-quarter.
  • 2 funds opened new First National Corp positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest First National Corp buyer in Q2 2023 was Coppell Advisory Solutions, an estimated $1.88M added.
  • The largest First National Corp seller in Q2 2023 was BHZ Capital Management, an estimated $391K sold.

Based on aggregated 13F filings for Q2 2023.