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National Bankshares
NKSH

65 hedge funds and large institutions have $60M invested in National Bankshares in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $57.2M → $60M (+$2.81M)

0.5% more ownership

Funds ownership: 30% → 30.49% (+0.5%)

0% more funds holding

Funds holding: 65 → 65 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIP
Rhino Investment Partners
Pennsylvania
+$2.31M
2
Invesco
Invesco
Georgia
+$712K
3
State Street
State Street
Massachusetts
+$367K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$188K
5
JP Morgan Chase
JP Morgan Chase
New York
+$151K

Top Sellers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
-$717K
2
RA
Royce & Associates
New York
-$574K
3
BlackRock
BlackRock
New York
-$493K
4
Morgan Stanley
Morgan Stanley
New York
-$261K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$14.4M -$493K -15,317 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.5M +$60.4K +1,877 +0.6%
RIP
3
Rhino Investment Partners
Pennsylvania
$4.75M +$2.31M +71,679 +101%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.26M +$188K +5,827 +5%
BIP
5
Brandes Investment Partners
California
$3.97M -$717K -22,257 -16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.11M – – –
State Street
7
State Street
Massachusetts
$2.63M +$367K +11,405 +17%
Northern Trust
8
Northern Trust
Illinois
$1.67M +$47.3K +1,469 +3%
RC
9
RBF Capital
California
$1.67M – – –
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$973K – – –
LPL Financial
11
LPL Financial
California
$916K +$65.2K +2,026 +8%
Cerity Partners
12
Cerity Partners
New York
$831K +$2.13K +66 +0.3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$791K -$65.4K -2,032 -8%
Invesco
14
Invesco
Georgia
$739K +$712K +22,128 New
Renaissance Technologies
15
Renaissance Technologies
New York
$697K -$67.6K -2,100 -9%
THWM
16
Taylor Hoffman Wealth Management
Virginia
$606K – – –
Charles Schwab
17
Charles Schwab
California
$525K – – –
MAM
18
Marotta Asset Management
Virginia
$508K – – –
PIFP
19
Partners in Financial Planning
Virginia
$497K – – –
Morgan Stanley
20
Morgan Stanley
New York
$478K -$261K -8,094 -36%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$400K +$11.5K +357 +3%
Bank of America
22
Bank of America
North Carolina
$343K -$135K -4,200 -29%
CA
23
Carson Advisory
Georgia
$334K – – –
JP Morgan Chase
24
JP Morgan Chase
New York
$314K +$151K +4,686 +100%
CWA
25
Cascade Wealth Advisors
Washington
$310K +$344K +10,679 New
1
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NKSH Hedge Fund Activity: Q1 2024 in Review

65 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q1 2024, worth a combined $60M — up 4.9% from $57.2M a quarter earlier.

Fund positioning in NKSH was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 16 trimmed.

The largest buyer was Rhino Investment Partners, adding an estimated $2.31M. The largest seller was Brandes Investment Partners, cutting an estimated $717K.

  • 65 institutional investors held National Bankshares (NKSH) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $60M of National Bankshares stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 5 funds opened new National Bankshares positions in Q1 2024 and 5 closed out, a net change of 0 holders.
  • The largest National Bankshares buyer in Q1 2024 was Rhino Investment Partners, an estimated $2.31M added.
  • The largest National Bankshares seller in Q1 2024 was Brandes Investment Partners, an estimated $717K sold.

Based on aggregated 13F filings for Q1 2024.