National Bankshares
NKSH
58 hedge funds and large institutions have $65M invested in National Bankshares in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
16% more capital invested
Capital invested by funds: $56.1M → $65M (+$8.94M)
14% more funds holding
Funds holding: 51 → 58 (+7)
1.03% more ownership
Funds ownership: 27.7% → 28.73% (+1%)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.34M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$739K |
| 3 |
RA
Royce & Associates
New York
|
+$475K |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$348K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$1.51M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$462K |
| 3 |
State Street
Boston,
Massachusetts
|
-$362K |
| 4 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$302K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fuller & Thaler Asset Management
San Mateo,
California
| $17K | – | – | – |
|
|
HI
52
Hudock Inc
Williamsport,
Pennsylvania
| $16K | – | – | – |
|
53
Citigroup
New York
| $15K | -$28.2K | -833 | -66% |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| $6K | -$27.5K | -812 | -83% |
|
|
WCM
55
Wealthcare Capital Management
Richmond,
Virginia
| $4K | +$3.83K | +113 | New |
|
|
AIG
56
American International Group
New York
| $132 | +$339 | +10 | +0.3% |
|
57
Nisa Investment Advisors
St. Louis,
Missouri
| $22 | – | – | – |
|
|
CSPIA
58
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$1.51M | -48,090 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | +$34 | +1 | New |
|
NKSH Hedge Fund Activity: Q1 2021 in Review
58 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q1 2021, worth a combined $65M — up 16% from $56.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NKSH positions and 1 closed out — a net gain of 8 holders — while 15 added to existing stakes and 18 trimmed.
The largest buyer was BlackRock, adding an estimated $1.34M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $1.51M sold.
- 58 institutional investors held National Bankshares (NKSH) as of Q1 2021, up from 51 in Q4 2020.
- Funds reported $65M of National Bankshares stock for Q1 2021, up 16% quarter-over-quarter.
- 9 funds opened new National Bankshares positions in Q1 2021 and 1 closed out, a net change of +8 holders.
- The largest National Bankshares buyer in Q1 2021 was BlackRock, an estimated $1.34M added.
- The largest National Bankshares seller in Q1 2021 was Cary Street Partners Investment Advisory, an estimated $1.51M sold.
Based on aggregated 13F filings for Q1 2021.