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First National Corp

27 hedge funds and large institutions have $46.2M invested in First National Corp in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more capital invested

Capital invested by funds: $37.4M → $46.2M (+$8.8M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 2727 (0)

0.34% less ownership

Funds ownership: 34.27%33.93% (-0.34%)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
10
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$11.6M +$1.34M +69,887 +15%
SCP
2
Siena Capital Partners
Illinois
$6.88M
PU
3
Petiole USA
New York
$6.77M
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.35M +$244K +12,792 +5%
CCM
5
Cutler Capital Management
Massachusetts
$4.41M +$19.8K +1,034 +0.5%
BFC
6
Banc Funds Company
Illinois
$4.21M -$567K -29,698 -13%
GLLW
7
Graves Light Lenhart Wealth
Virginia
$1.43M
BCM
8
Bridgeway Capital Management
Texas
$976K +$18.3K +960 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$960K +$53.9K +2,821 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$789K
Stifel Financial
11
Stifel Financial
Missouri
$427K +$3.31K +173 +0.9%
RA
12
RFG Advisory
Alabama
$414K
BlackRock
13
BlackRock
New York
$284K -$4.91K -257 -2%
Citadel Advisors
14
Citadel Advisors
Florida
$273K +$240K +12,559 New
State Street
15
State Street
Massachusetts
$248K
EF
16
Empowered Funds
Pennsylvania
$241K +$18.3K +960 +9%
Northern Trust
17
Northern Trust
Illinois
$235K +$207K +10,823 New
GWI
18
Grace & White Inc
New York
$228K -$78.5K -4,109 -28%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$215K +$189K +9,877 New
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$130K +$114K +5,987 New
Citigroup
21
Citigroup
New York
$70K +$61.5K +3,217 New
Morgan Stanley
22
Morgan Stanley
New York
$33.5K +$14.7K +770 +100%
Bank of America
23
Bank of America
North Carolina
$21.2K +$15.2K +795 +447%
Wells Fargo
24
Wells Fargo
California
$16.1K +$38 +2 +0.3%
A
25
AJOVista
Massachusetts
$11.9K +$10.4K +545 New

FXNC Hedge Fund Activity: Q4 2023 in Review

27 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in First National Corp (FXNC) for Q4 2023, worth a combined $46.2M — up 24% from $37.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FXNC positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.34M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $849K sold.

  • 27 institutional investors held First National Corp (FXNC) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $46.2M of First National Corp stock for Q4 2023, up 24% quarter-over-quarter.
  • 7 funds opened new First National Corp positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest First National Corp buyer in Q4 2023 was Fourthstone LLC, an estimated $1.34M added.
  • The largest First National Corp seller in Q4 2023 was Coppell Advisory Solutions, an estimated $849K sold.

Based on aggregated 13F filings for Q4 2023.