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National Bankshares

65 hedge funds and large institutions have $57.2M invested in National Bankshares in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

38% more capital invested

Capital invested by funds: $41.3M → $57.2M (+$15.9M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

7% more funds holding

Funds holding: 6165 (+4)

1.99% more ownership

Funds ownership: 28%30% (+2%)

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$296K
Two Sigma Advisers
27
Two Sigma Advisers
New York
$259K -$48.4K -1,800 -18%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$256K +$13.5K +502 +7%
Barclays
29
Barclays
United Kingdom
$255K +$183K +6,812 +634%
N
30
Nuveen
North Carolina
$253K +$210K +7,827 New
ERIM
31
Eagle Ridge Investment Management
Connecticut
$228K +$190K +7,055 New
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$224K +$186K +6,920 New
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$209K +$174K +6,464 New
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$209K +$173K +6,451 New
UBS Group
35
UBS Group
Switzerland
$200K +$70.1K +2,607 +73%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$184K -$5.75K -214 -4%
GWM
37
Geneos Wealth Management
Colorado
$173K -$2.69K -100 -2%
JP Morgan Chase
38
JP Morgan Chase
New York
$152K +$25.5K +949 +25%
Deutsche Bank
39
Deutsche Bank
Germany
$107K +$88.8K +3,302 New
SG Americas Securities
40
SG Americas Securities
New York
$103K +$85.7K +3,186 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$102K +$108 +4 +0.1%
MIM
42
MetLife Investment Management
New Jersey
$101K
AP
43
Aspect Partners
Virginia
$100K +$83.5K +3,104 New
MRCM
44
M&R Capital Management
New Jersey
$99.4K
PTC
45
Private Trust Company
Ohio
$97K
AIG
46
American International Group
New York
$92.9K -$296 -11 -0.4%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$77.3K
BWL
48
Bogart Wealth LLC
Virginia
$71.2K
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$54.6K -$127K -4,735 -74%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$30.8K -$8.71K -324 -25%

NKSH Hedge Fund Activity: Q4 2023 in Review

65 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q4 2023, worth a combined $57.2M — up 38% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NKSH positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Rhino Investment Partners, opening a new position worth an estimated $1.9M. The largest seller was Brandes Investment Partners, cutting an estimated $1.62M.

  • 65 institutional investors held National Bankshares (NKSH) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $57.2M of National Bankshares stock for Q4 2023, up 38% quarter-over-quarter.
  • 10 funds opened new National Bankshares positions in Q4 2023 and 6 closed out, a net change of +4 holders.
  • The largest National Bankshares buyer in Q4 2023 was Rhino Investment Partners, an estimated $1.9M added.
  • The largest National Bankshares seller in Q4 2023 was Brandes Investment Partners, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2023.