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National Bankshares
NKSH

56 hedge funds and large institutions have $64M invested in National Bankshares in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.91% less ownership

Funds ownership: 31.82% → 30.91% (-0.91%)

2% less funds holding

Funds holding: 57 → 56 (-1)

31% less capital invested

Capital invested by funds: $92.8M → $64M (-$28.8M)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$735K
2
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$478K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$240K
4
JP Morgan Chase
JP Morgan Chase
New York
+$207K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$139K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.75M
2
State Street
State Street
Massachusetts
-$537K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$310K
4
Morgan Stanley
Morgan Stanley
New York
-$306K
5
BlackRock
BlackRock
New York
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$206K – – –
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$202K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$201K +$241K +6,299 New
Deutsche Bank
29
Deutsche Bank
Germany
$175K -$4.83K -126 -2%
GWM
30
Geneos Wealth Management
Colorado
$164K – – –
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$162K – – –
UBS Group
32
UBS Group
Switzerland
$150K -$161K -4,205 -47%
AIG
33
American International Group
New York
$119K -$8.31K -217 -5%
MIM
34
MetLife Investment Management
New Jersey
$111K – – –
CFA
35
Carroll Financial Associates
North Carolina
$111K – – –
MRCM
36
M&R Capital Management
New Jersey
$97K – – –
MLICM
37
Metropolitan Life Insurance Company (MetLife)
New York
$84.5K – – –
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$77K +$92K +2,400 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$76K – – –
Barclays
40
Barclays
United Kingdom
$67K -$166K -4,337 -67%
Victory Capital Management
41
Victory Capital Management
Texas
$66K +$80.1K +2,090 New
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$63.4K +$16.1K +420 +27%
Citigroup
43
Citigroup
New York
$59K +$22.5K +586 +46%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$37K -$41.5K -1,082 -47%
Legal & General Group
45
Legal & General Group
United Kingdom
$27K -$7.28K -190 -19%
MAM
46
Meeder Asset Management
Ohio
$22K +$26.8K +700 New
SSB
47
Sandy Spring Bank
Maryland
$19K +$22.8K +594 New
AIP
48
Ameritas Investment Partners
Nebraska
$17K – – –
Morgan Stanley
49
Morgan Stanley
New York
$16K -$306K -7,977 -94%
EARNEST Partners
50
EARNEST Partners
Georgia
$16K – – –
1
2
3

NKSH Hedge Fund Activity: Q1 2020 in Review

56 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q1 2020, worth a combined $64M — down 31% from $92.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NKSH positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $735K. The largest seller was Royce & Associates, cutting an estimated $1.75M.

  • 56 institutional investors held National Bankshares (NKSH) as of Q1 2020, down from 57 in Q4 2019.
  • Funds reported $64M of National Bankshares stock for Q1 2020, down 31% quarter-over-quarter.
  • 7 funds opened new National Bankshares positions in Q1 2020 and 6 closed out, a net change of +1 holder.
  • The largest National Bankshares buyer in Q1 2020 was Russell Investments Group, an estimated $735K added.
  • The largest National Bankshares seller in Q1 2020 was Royce & Associates, an estimated $1.75M sold.

Based on aggregated 13F filings for Q1 2020.