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National Bankshares
NKSH

60 hedge funds and large institutions have $45.5M invested in National Bankshares in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 59 → 60 (+1)

0.75% more ownership

Funds ownership: 23.82% → 24.56% (+0.75%)

14% less capital invested

Capital invested by funds: $53.1M → $45.5M (-$7.6M)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
+$1.69M
2
Millennium Management
Millennium Management
New York
+$766K
3
Jane Street
Jane Street
New York
+$621K
4
HF
HRT Financial
New York
+$564K
5
Bank of America
Bank of America
North Carolina
+$539K

Top Sellers

Rank Fund Capital Flow
1
RIP
Rhino Investment Partners
Pennsylvania
-$2.48M
2
RA
Royce & Associates
New York
-$1.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$289K
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$254K
5
Truist Financial
Truist Financial
North Carolina
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
Manchester Capital Management
Vermont
$409K +$515K +13,000 New
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$383K +$227K +5,738 +89%
MC
28
Moors & Cabot
Massachusetts
$370K – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$359K -$7.61K -192 -2%
Ameriprise
30
Ameriprise
Minnesota
$349K +$194K +4,900 +79%
Goldman Sachs
31
Goldman Sachs
New York
$332K +$418K +10,554 New
CA
32
Carson Advisory
Georgia
$315K +$396K +10,000 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$288K – – –
QC
34
Quadrature Capital
United Kingdom
$232K +$292K +7,359 New
ERIM
35
Eagle Ridge Investment Management
Connecticut
$222K – – –
Citigroup
36
Citigroup
New York
$222K +$204K +5,151 +272%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$218K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$214K +$270K +6,812 +85,150%
JWM
39
Jeppson Wealth Management
California
$206K -$4.95K -125 -2%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$203K – – –
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$202K +$254K +6,400 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$195K – – –
GWM
43
Geneos Wealth Management
Colorado
$171K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$113K – – –
MRCM
45
M&R Capital Management
New Jersey
$96.6K – – –
PTC
46
Private Trust Company
Ohio
$94.4K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$75.2K – – –
Wells Fargo
48
Wells Fargo
California
$53.5K -$63.4K -1,600 -48%
UBS Group
49
UBS Group
Switzerland
$53.1K +$42K +1,061 +169%
BWL
50
Bogart Wealth LLC
Virginia
$31.5K – – –
1
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NKSH Hedge Fund Activity: Q1 2023 in Review

60 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q1 2023, worth a combined $45.5M — down 14% from $53.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NKSH positions and 8 closed out — a net gain of 2 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $1.69M. The largest seller was Rhino Investment Partners, cutting an estimated $2.48M.

  • 60 institutional investors held National Bankshares (NKSH) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $45.5M of National Bankshares stock for Q1 2023, down 14% quarter-over-quarter.
  • 10 funds opened new National Bankshares positions in Q1 2023 and 8 closed out, a net change of +2 holders.
  • The largest National Bankshares buyer in Q1 2023 was Brandes Investment Partners, an estimated $1.69M added.
  • The largest National Bankshares seller in Q1 2023 was Rhino Investment Partners, an estimated $2.48M sold.

Based on aggregated 13F filings for Q1 2023.