We are live on ! Find out more
NKSH icon

National Bankshares

55 hedge funds and large institutions have $54.5M invested in National Bankshares in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more funds holding

Funds holding: 5255 (+3)

4% more capital invested

Capital invested by funds: $52.6M → $54.5M (+$1.94M)

0.16% more ownership

Funds ownership: 24.2%24.36% (+0.16%)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.18M

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
21
Closed
4
Calls
Puts
$2.18M
Net Calls
-$2.18M
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$279K
ERIM
27
Eagle Ridge Investment Management
Connecticut
$256K
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$235K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$222K -$7.55K -207 -3%
Ameriprise
30
Ameriprise
Minnesota
$207K +$208K +5,710 New
Truist Financial
31
Truist Financial
North Carolina
$202K +$203K +5,563 New
JP Morgan Chase
32
JP Morgan Chase
New York
$201K -$243K -6,652 -55%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$200K +$201K +5,500 New
GWM
34
Geneos Wealth Management
Colorado
$195K
Bank of America
35
Bank of America
North Carolina
$185K -$43.1K -1,182 -19%
Osaic Holdings
36
Osaic Holdings
Arizona
$183K
Russell Investments Group
37
Russell Investments Group
United Kingdom
$116K -$54.7K -1,500 -32%
MRCM
38
M&R Capital Management
New Jersey
$111K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$87K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$78K +$9.08K +249 +13%
CFA
41
Carroll Financial Associates
North Carolina
$76K
Wells Fargo
42
Wells Fargo
California
$70K -$36 -1 -0.1%
Morgan Stanley
43
Morgan Stanley
New York
$39K -$127K -3,477 -77%
BWL
44
Bogart Wealth LLC
Virginia
$36K
Barclays
45
Barclays
United Kingdom
$35K -$36.7K -1,006 -51%
LCM
46
Logan Capital Management
Pennsylvania
$31K
EARNEST Partners
47
EARNEST Partners
Georgia
$18K
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$18K +$18.2K +500 New
HI
49
Hudock Inc
Pennsylvania
$17K
Fuller & Thaler Asset Management
50
Fuller & Thaler Asset Management
California
$8K

NKSH Hedge Fund Activity: Q3 2021 in Review

55 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q3 2021, worth a combined $54.5M — up 3.7% from $52.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NKSH positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 21 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $1.83M. The largest seller was Millennium Management, cutting an estimated $1.34M.

  • 55 institutional investors held National Bankshares (NKSH) as of Q3 2021, up from 52 in Q2 2021.
  • Funds reported $54.5M of National Bankshares stock for Q3 2021, up 3.7% quarter-over-quarter.
  • 7 funds opened new National Bankshares positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest National Bankshares buyer in Q3 2021 was Hotchkis & Wiley Capital Management, an estimated $1.83M added.
  • The largest National Bankshares seller in Q3 2021 was Millennium Management, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2021.