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National Bankshares

61 hedge funds and large institutions have $41.3M invested in National Bankshares in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.34% less ownership

Funds ownership: 28.34%28% (-0.34%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

2% less funds holding

Funds holding: 6261 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $48.7M → $41.3M (-$7.4M)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$217K -$385K -13,897 -62%
Wells Fargo
27
Wells Fargo
California
$186K +$89.5K +3,227 +77%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$185K +$7.38K +266 +4%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$161K +$137K +4,924 +328%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$148K +$8.12K +293 +5%
GWM
31
Geneos Wealth Management
Colorado
$136K
JP Morgan Chase
32
JP Morgan Chase
New York
$94.2K -$20.2K -728 -16%
Morgan Stanley
33
Morgan Stanley
New York
$89.9K -$65K -2,346 -40%
UBS Group
34
UBS Group
Switzerland
$89.4K -$5.18K -187 -5%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$78.8K +$1.33K +48 +2%
MIM
36
MetLife Investment Management
New Jersey
$78.1K
MRCM
37
M&R Capital Management
New Jersey
$76.9K
PTC
38
Private Trust Company
Ohio
$75.1K
AIG
39
American International Group
New York
$72.2K +$2.83K +102 +4%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$59.8K -$3.02K -109 -4%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$59.6K +$66K +2,382 New
BWL
42
Bogart Wealth LLC
Virginia
$55.1K -$11.1K -400 -15%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$31.9K -$17.9K -647 -34%
Barclays
44
Barclays
United Kingdom
$26.9K -$2.3K -83 -7%
TRCT
45
Tower Research Capital (TRC)
New York
$16.6K +$2.61K +94 +17%
Osaic Holdings
46
Osaic Holdings
Arizona
$14.9K -$90.3K -3,255 -85%
AB
47
Amalgamated Bank
New York
$14K
Legal & General Group
48
Legal & General Group
United Kingdom
$13.7K
EARNEST Partners
49
EARNEST Partners
Georgia
$12.5K
AIP
50
Ameritas Investment Partners
Nebraska
$11.9K

NKSH Hedge Fund Activity: Q3 2023 in Review

61 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q3 2023, worth a combined $41.3M — down 15% from $48.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NKSH and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 16 added.

The largest buyer was Brandes Investment Partners, adding an estimated $2.62M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.49M sold.

  • 61 institutional investors held National Bankshares (NKSH) as of Q3 2023, down from 62 in Q2 2023.
  • Funds reported $41.3M of National Bankshares stock for Q3 2023, down 15% quarter-over-quarter.
  • 6 funds opened new National Bankshares positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest National Bankshares buyer in Q3 2023 was Brandes Investment Partners, an estimated $2.62M added.
  • The largest National Bankshares seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $2.49M sold.

Based on aggregated 13F filings for Q3 2023.