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National Bankshares
NKSH

72 hedge funds and large institutions have $57.9M invested in National Bankshares in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

1.79% more ownership

Funds ownership: 29.94% → 31.73% (+1.8%)

1% more funds holding

Funds holding: 71 → 72 (+1)

2% more capital invested

Capital invested by funds: $56.9M → $57.9M (+$1M)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
32
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$797K
2
BIP
Brandes Investment Partners
California
+$375K
3
JP Morgan Chase
JP Morgan Chase
New York
+$318K
4
KWM
Kingsview Wealth Management
Oregon
+$235K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$234K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$100K
2
CWA
Cascade Wealth Advisors
Washington
-$30.2K
3
Citadel Advisors
Citadel Advisors
Florida
-$14.9K
4
BWP
Baldwin Wealth Partners
Massachusetts
-$13K
5
UBS Group
UBS Group
Switzerland
-$6.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Carson Advisory
Georgia
$287K – – –
CWA
27
Cascade Wealth Advisors
Washington
$278K -$30.2K -1,000 -9%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$267K +$13.5K +447 +5%
Deutsche Bank
29
Deutsche Bank
Germany
$265K +$147K +4,856 +111%
IWC
30
Integrated Wealth Concepts
Massachusetts
$263K +$363 +12 +0.1%
Barclays
31
Barclays
United Kingdom
$248K +$35.2K +1,164 +16%
SA
32
Sanctuary Advisors
Indiana
$226K +$2.45K +81 +1%
N
33
Nuveen
North Carolina
$225K – – –
KWM
34
Kingsview Wealth Management
Oregon
$223K +$235K +7,758 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$222K +$234K +7,740 New
Wells Fargo
36
Wells Fargo
California
$219K +$21.9K +725 +10%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$211K +$222K +7,338 New
ERIM
38
Eagle Ridge Investment Management
Connecticut
$203K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$202K +$8.08K +267 +4%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$169K +$4.33K +143 +2%
GWM
41
Geneos Wealth Management
Colorado
$153K – – –
Citigroup
42
Citigroup
New York
$127K +$7.35K +243 +6%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$124K +$77.1K +2,549 +145%
UBS Group
44
UBS Group
Switzerland
$121K -$6.9K -228 -5%
PTC
45
Private Trust Company
Ohio
$115K +$15.1K +500 +14%
MIM
46
MetLife Investment Management
New Jersey
$98.8K – – –
Mirae Asset Global ETFs Holdings
47
Mirae Asset Global ETFs Holdings
Hong Kong
$95K +$4.6K +152 +5%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$90.4K – – –
AP
49
Aspect Partners
Virginia
$89.1K – – –
CF
50
Corebridge Financial
Texas
$82.1K -$6.5K -215 -7%
1
2
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NKSH Hedge Fund Activity: Q4 2024 in Review

72 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q4 2024, worth a combined $57.9M — up 1.8% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NKSH positions and 4 closed out — a net gain of 2 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $797K. The largest seller was Morgan Stanley, cutting an estimated $100K.

  • 72 institutional investors held National Bankshares (NKSH) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $57.9M of National Bankshares stock for Q4 2024, up 1.8% quarter-over-quarter.
  • 6 funds opened new National Bankshares positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest National Bankshares buyer in Q4 2024 was Vanguard Group, an estimated $797K added.
  • The largest National Bankshares seller in Q4 2024 was Morgan Stanley, an estimated $100K sold.

Based on aggregated 13F filings for Q4 2024.