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National Bankshares

58 hedge funds and large institutions have $65M invested in National Bankshares in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

16% more capital invested

Capital invested by funds: $56.1M → $65M (+$8.94M)

14% more funds holding

Funds holding: 5158 (+7)

1.03% more ownership

Funds ownership: 27.7%28.73% (+1%)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.13M

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
18
Closed
1
Calls
Puts
$2.13M
Net Calls
-$2.13M
Net Calls Change
-$4.86M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$230K
AllianceBernstein
27
AllianceBernstein
Tennessee
$227K -$71.1K -2,100 -25%
Truist Financial
28
Truist Financial
North Carolina
$215K -$102K -3,000 -33%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204K +$194K +5,737 New
LFAS
30
Level Four Advisory Services
Texas
$202K +$193K +5,690 New
GWM
31
Geneos Wealth Management
Colorado
$195K
Barclays
32
Barclays
United Kingdom
$190K +$111K +3,282 +159%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$190K +$181K +5,350 New
Osaic Holdings
34
Osaic Holdings
Arizona
$183K -$27.1K -799 -14%
RHCA
35
Rosenthal Henry Capital Advisors
Indiana
$176K
Deutsche Bank
36
Deutsche Bank
Germany
$148K -$13.3K -393 -9%
Wells Fargo
37
Wells Fargo
California
$146K -$462K -13,646 -77%
CFA
38
Carroll Financial Associates
North Carolina
$124K
MRCM
39
M&R Capital Management
New Jersey
$109K
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$106K +$40.5K +1,197 +67%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$85K
UBS Group
42
UBS Group
Switzerland
$70K -$5.83K -172 -8%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$68K -$68.3K -2,016 -51%
TRCT
44
Tower Research Capital (TRC)
New York
$42K -$30.5K -901 -43%
BWL
45
Bogart Wealth LLC
Virginia
$36K
Jones Financial Companies
46
Jones Financial Companies
Missouri
$23K +$22.1K +654 New
Legal & General Group
47
Legal & General Group
United Kingdom
$20K
AIP
48
Ameritas Investment Partners
Nebraska
$19K
EARNEST Partners
49
EARNEST Partners
Georgia
$18K
Morgan Stanley
50
Morgan Stanley
New York
$17K -$155K -4,569 -91%

NKSH Hedge Fund Activity: Q1 2021 in Review

58 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q1 2021, worth a combined $65M — up 16% from $56.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NKSH positions and 1 closed out — a net gain of 8 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $1.34M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $1.51M sold.

  • 58 institutional investors held National Bankshares (NKSH) as of Q1 2021, up from 51 in Q4 2020.
  • Funds reported $65M of National Bankshares stock for Q1 2021, up 16% quarter-over-quarter.
  • 9 funds opened new National Bankshares positions in Q1 2021 and 1 closed out, a net change of +8 holders.
  • The largest National Bankshares buyer in Q1 2021 was BlackRock, an estimated $1.34M added.
  • The largest National Bankshares seller in Q1 2021 was Cary Street Partners Investment Advisory, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2021.