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National Bankshares
NKSH

53 hedge funds and large institutions have $54.3M invested in National Bankshares in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

0.36% more ownership

Funds ownership: 24.36% → 24.72% (+0.36%)

0% less capital invested

Capital invested by funds: $54.5M → $54.3M (-$241K)

4% less funds holding

Funds holding: 55 → 53 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
Palladium Partners
Virginia
+$916K
2
MC
Moors & Cabot
Massachusetts
+$434K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$306K
4
Bank of America
Bank of America
North Carolina
+$122K
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$99.6K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$495K
2
E
Ergoteles
New York
-$285K
3
HF
HRT Financial
New York
-$203K
4
Truist Financial
Truist Financial
North Carolina
-$202K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$297K +$92.3K +2,500 +44%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$287K +$70.1K +1,900 +31%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$280K -$144K -3,900 -33%
IWC
29
Integrated Wealth Concepts
Massachusetts
$276K – – –
ERIM
30
Eagle Ridge Investment Management
Connecticut
$256K – – –
Two Sigma Investments
31
Two Sigma Investments
New York
$245K -$108K -2,932 -30%
SBIA
32
Sheaff Brock Investment Advisors
Indiana
$232K – – –
HF
33
HRT Financial
New York
$210K -$203K -5,501 -49%
GWM
34
Geneos Wealth Management
Colorado
$194K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$171K -$11.1K -301 -6%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$116K – – –
MRCM
37
M&R Capital Management
New Jersey
$110K – – –
Wells Fargo
38
Wells Fargo
California
$96K +$27.6K +748 +38%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$85K – – –
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$78K – – –
CFA
41
Carroll Financial Associates
North Carolina
$75K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$36K -$167K -4,514 -82%
BWL
43
Bogart Wealth LLC
Virginia
$36K – – –
LCM
44
Logan Capital Management
Pennsylvania
$31K – – –
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
$22K – – –
EARNEST Partners
46
EARNEST Partners
Georgia
$18K – – –
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$17K – – –
HI
48
Hudock Inc
Pennsylvania
$17K +$332 +9 +2%
Morgan Stanley
49
Morgan Stanley
New York
$13K -$24.7K -669 -63%
UBS Group
50
UBS Group
Switzerland
$12K +$11.8K +321 +4,586%
1
2
3

NKSH Hedge Fund Activity: Q4 2021 in Review

53 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q4 2021, worth a combined $54.3M — down 0.44% from $54.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NKSH and 3 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 17 added.

The largest buyer was Palladium Partners, opening a new position worth an estimated $916K. The largest seller was Royce & Associates, cutting an estimated $495K.

  • 53 institutional investors held National Bankshares (NKSH) as of Q4 2021, down from 55 in Q3 2021.
  • Funds reported $54.3M of National Bankshares stock for Q4 2021, down 0.44% quarter-over-quarter.
  • 3 funds opened new National Bankshares positions in Q4 2021 and 5 closed out, a net change of -2 holders.
  • The largest National Bankshares buyer in Q4 2021 was Palladium Partners, an estimated $916K added.
  • The largest National Bankshares seller in Q4 2021 was Royce & Associates, an estimated $495K sold.

Based on aggregated 13F filings for Q4 2021.