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National Bankshares

62 hedge funds and large institutions have $48.7M invested in National Bankshares in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $45.5M → $48.7M (+$3.23M)

3.78% more ownership

Funds ownership: 24.56%28.34% (+3.8%)

3% more funds holding

Funds holding: 6062 (+2)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
21
Reduced
10
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$267K
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$260K +$73.7K +2,474 +39%
N
28
Nuveen
North Carolina
$228K +$233K +7,827 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$209K +$27.7K +930 +15%
ERIM
30
Eagle Ridge Investment Management
Connecticut
$206K
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$202K
Morgan Stanley
32
Morgan Stanley
New York
$173K -$216K -7,243 -55%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$164K +$168K +5,621 New
GWM
34
Geneos Wealth Management
Colorado
$159K
JP Morgan Chase
35
JP Morgan Chase
New York
$131K -$69.5K -2,332 -34%
Wells Fargo
36
Wells Fargo
California
$122K +$74K +2,484 +146%
Osaic Holdings
37
Osaic Holdings
Arizona
$112K +$8.4K +282 +8%
UBS Group
38
UBS Group
Switzerland
$110K +$61.7K +2,070 +123%
MIM
39
MetLife Investment Management
New Jersey
$91K +$92.9K +3,118 New
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$90.5K +$92.4K +3,100 New
MRCM
41
M&R Capital Management
New Jersey
$89.7K
PTC
42
Private Trust Company
Ohio
$87.6K
AIG
43
American International Group
New York
$81.2K +$82.9K +2,781 New
BWL
44
Bogart Wealth LLC
Virginia
$76K +$47.7K +1,602 +160%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$72.9K +$3.25K +109 +5%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$56.1K +$57.3K +1,922 New
Citigroup
47
Citigroup
New York
$50.2K -$159K -5,323 -76%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$43.8K +$44.7K +1,500 New
Barclays
49
Barclays
United Kingdom
$33.8K +$7.57K +254 +28%
TRCT
50
Tower Research Capital (TRC)
New York
$16.6K +$4.71K +158 +39%

NKSH Hedge Fund Activity: Q2 2023 in Review

62 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q2 2023, worth a combined $48.7M — up 7.1% from $45.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NKSH positions and 14 closed out — a net gain of 2 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $7.29M. The largest seller was Rhino Investment Partners, exiting entirely with an estimated $2.4M sold.

  • 62 institutional investors held National Bankshares (NKSH) as of Q2 2023, up from 60 in Q1 2023.
  • Funds reported $48.7M of National Bankshares stock for Q2 2023, up 7.1% quarter-over-quarter.
  • 16 funds opened new National Bankshares positions in Q2 2023 and 14 closed out, a net change of +2 holders.
  • The largest National Bankshares buyer in Q2 2023 was BlackRock, an estimated $7.29M added.
  • The largest National Bankshares seller in Q2 2023 was Rhino Investment Partners, an estimated $2.4M sold.

Based on aggregated 13F filings for Q2 2023.