National Bankshares
NKSH
60 hedge funds and large institutions have $108M invested in National Bankshares in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
35.86% more ownership
Funds ownership: 0% → 35.86% (+36%)
26% more capital invested
Capital invested by funds: $85.7M → $108M (+$22.4M)
11% more funds holding
Funds holding: 54 → 60 (+6)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.33M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.25M |
| 3 |
Morgan Stanley
New York
|
+$700K |
| 4 |
JP Morgan Chase
New York
|
+$520K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$570K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$257K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$189K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$165K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Envestnet Asset Management
Chicago,
Illinois
| $58K | -$26.1K | -692 | -34% |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $56K | – | – | – |
|
53
EARNEST Partners
Atlanta,
Georgia
| $22K | – | – | – |
|
54
Fuller & Thaler Asset Management
San Mateo,
California
| $21K | +$18.1K | +480 | New |
|
55
BNP Paribas Financial Markets
Paris,
France
| $16.8K | -$4.34K | -115 | -23% |
|
|
WCM
56
Wealthcare Capital Management
Richmond,
Virginia
| $11K | – | – | – |
|
|
GWM
57
Geneos Wealth Management
Englewood,
Colorado
| $4K | – | – | – |
|
58
Barclays
London,
United Kingdom
| $4K | +$75 | +2 | +2% |
|
|
DA
59
Denali Advisors
San Diego,
California
| $2K | – | – | – |
|
|
RWML
60
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| $608 | – | – | – |
|
|
CAN
61
Cetera Advisor Networks
El Segundo,
California
| – | -$257K | -7,000 | Closed |
|
NKSH Hedge Fund Activity: Q4 2016 in Review
60 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q4 2016, worth a combined $108M — up 26% from $85.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NKSH positions and 1 closed out — a net gain of 6 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $1.33M. The largest seller was Royce & Associates, cutting an estimated $570K.
- 60 institutional investors held National Bankshares (NKSH) as of Q4 2016, up from 54 in Q3 2016.
- Funds reported $108M of National Bankshares stock for Q4 2016, up 26% quarter-over-quarter.
- 7 funds opened new National Bankshares positions in Q4 2016 and 1 closed out, a net change of +6 holders.
- The largest National Bankshares buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $1.33M added.
- The largest National Bankshares seller in Q4 2016 was Royce & Associates, an estimated $570K sold.
Based on aggregated 13F filings for Q4 2016.