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National Bankshares

52 hedge funds and large institutions have $47.5M invested in National Bankshares in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $43.7M → $47.5M (+$3.84M)

0.41% more ownership

Funds ownership: 23.08%23.49% (+0.41%)

0% more funds holding

Funds holding: 5252 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.12M -$58.1K -1,769 -0.7%
RA
2
Royce & Associates
New York
$5.03M -$1.49M -45,390 -23%
BlackRock
3
BlackRock
New York
$4.13M -$94.3K -2,870 -2%
BIP
4
Brandes Investment Partners
California
$3.53M +$250K +7,593 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.47M +$64.4K +1,961 +2%
FL
6
Fourthstone LLC
Missouri
$2.43M +$2.36M +71,880 New
Millennium Management
7
Millennium Management
New York
$2.24M -$199K -6,068 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.89M +$34.5K +1,051 +2%
RC
9
RBF Capital
California
$1.69M
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$1.67M -$500K -15,220 -24%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.34M -$258K -7,845 -17%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.31M
KCM
13
Kennedy Capital Management
Missouri
$873K
Cerity Partners
14
Cerity Partners
New York
$838K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$813K +$11.8K +360 +2%
SFI
16
Susquehanna Fundamental Investments
Pennsylvania
$716K +$697K +21,200 New
State Street
17
State Street
Massachusetts
$627K
THWM
18
Taylor Hoffman Wealth Management
Virginia
$613K
MAM
19
Marotta Asset Management
Virginia
$513K
LPL Financial
20
LPL Financial
California
$511K +$82.1K +2,500 +20%
PIFP
21
Partners in Financial Planning
Virginia
$500K
Northern Trust
22
Northern Trust
Illinois
$461K -$5.85K -178 -1%
MC
23
Moors & Cabot
Massachusetts
$397K
IWC
24
Integrated Wealth Concepts
Massachusetts
$260K
ERIM
25
Eagle Ridge Investment Management
Connecticut
$238K

NKSH Hedge Fund Activity: Q3 2022 in Review

52 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q3 2022, worth a combined $47.5M — up 8.8% from $43.7M a quarter earlier.

Fund positioning in NKSH was balanced in Q3 2022: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 15 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $2.36M. The largest seller was Royce & Associates, cutting an estimated $1.49M.

  • 52 institutional investors held National Bankshares (NKSH) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $47.5M of National Bankshares stock for Q3 2022, up 8.8% quarter-over-quarter.
  • 4 funds opened new National Bankshares positions in Q3 2022 and 4 closed out, a net change of 0 holders.
  • The largest National Bankshares buyer in Q3 2022 was Fourthstone LLC, an estimated $2.36M added.
  • The largest National Bankshares seller in Q3 2022 was Royce & Associates, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2022.