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National Bankshares
NKSH

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: 61 → 65 (+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
–

Top Buyers

Rank Fund Capital Flow
1
RIP
Rhino Investment Partners
Pennsylvania
+$1.9M
2
BlackRock
BlackRock
New York
+$1.67M
3
Morgan Stanley
Morgan Stanley
New York
+$506K
4
N
Nuveen
North Carolina
+$210K
5
ERIM
Eagle Ridge Investment Management
Connecticut
+$190K

Top Sellers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
-$1.62M
2
OFP
OLIO Financial Planning
Virginia
-$218K
3
KCM
Kennedy Capital Management
Missouri
-$217K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$127K
5
RA
Royce & Associates
New York
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$14.4M +$1.67M +62,119 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.1M +$65.3K +2,430 +0.8%
BIP
3
Brandes Investment Partners
California
$4.56M -$1.62M -60,215 -30%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.93M +$107K +3,997 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.01M -$42.8K -1,590 -2%
RIP
6
Rhino Investment Partners
Pennsylvania
$2.29M +$1.9M +70,637 New
State Street
7
State Street
Massachusetts
$2.17M +$18.9K +702 +1%
RC
8
RBF Capital
California
$1.62M – – –
Northern Trust
9
Northern Trust
Illinois
$1.57M -$11.8K -437 -0.9%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$942K – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$832K +$1.05K +39 +0.2%
LPL Financial
12
LPL Financial
California
$822K -$90.1K -3,350 -12%
Cerity Partners
13
Cerity Partners
New York
$803K – – –
Renaissance Technologies
14
Renaissance Technologies
New York
$743K -$51.1K -1,900 -8%
Morgan Stanley
15
Morgan Stanley
New York
$725K +$506K +18,811 +524%
THWM
16
Taylor Hoffman Wealth Management
Virginia
$587K – – –
RA
17
Royce & Associates
New York
$574K -$115K -4,265 -19%
Charles Schwab
18
Charles Schwab
California
$508K – – –
MAM
19
Marotta Asset Management
Virginia
$492K – – –
PIFP
20
Partners in Financial Planning
Virginia
$481K – – –
Bank of America
21
Bank of America
North Carolina
$468K -$93.6K -3,481 -19%
MC
22
Moors & Cabot
Massachusetts
$381K – – –
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$376K +$73.3K +2,727 +31%
Wells Fargo
24
Wells Fargo
California
$332K +$76.7K +2,851 +38%
CA
25
Carson Advisory
Georgia
$324K – – –
1
2 3

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.