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National Bankshares

63 hedge funds and large institutions have $50.5M invested in National Bankshares in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0.22% less ownership

Funds ownership: 30.49%30.28% (-0.22%)

3% less funds holding

Funds holding: 6563 (-2)

16% less capital invested

Capital invested by funds: $60M → $50.5M (-$9.47M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$12.3M +$92.5K +3,125 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.88M -$1.63K -55 -0%
BIP
3
Brandes Investment Partners
California
$3.84M +$508K +17,149 +14%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.74M +$143K +4,822 +4%
RIP
5
Rhino Investment Partners
Pennsylvania
$3.53M -$523K -17,668 -12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.55M -$87.8K -2,966 -3%
State Street
7
State Street
Massachusetts
$2.23M +$5.3K +179 +0.2%
RC
8
RBF Capital
California
$1.41M
Northern Trust
9
Northern Trust
Illinois
$1.36M -$53.7K -1,814 -4%
LPL Financial
10
LPL Financial
California
$849K +$76.5K +2,586 +9%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$823K
Cerity Partners
12
Cerity Partners
New York
$702K -$1.48K -50 -0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$683K +$13.9K +471 +2%
Renaissance Technologies
14
Renaissance Technologies
New York
$604K +$14.8K +500 +2%
Invesco
15
Invesco
Georgia
$548K -$81.6K -2,755 -12%
THWM
16
Taylor Hoffman Wealth Management
Virginia
$529K
Charles Schwab
17
Charles Schwab
California
$445K
MAM
18
Marotta Asset Management
Virginia
$443K
PIFP
19
Partners in Financial Planning
Virginia
$406K -$15.7K -530 -4%
Bank of America
20
Bank of America
North Carolina
$357K +$69.6K +2,352 +23%
Morgan Stanley
21
Morgan Stanley
New York
$352K -$54.8K -1,850 -13%
CWA
22
Cascade Wealth Advisors
Washington
$341K
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$339K
AI
24
Atria Investments
North Carolina
$307K +$322K +10,861 New
CA
25
Carson Advisory
Georgia
$283K

NKSH Hedge Fund Activity: Q2 2024 in Review

63 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q2 2024, worth a combined $50.5M — down 16% from $60M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NKSH and 6 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was Brandes Investment Partners, adding an estimated $508K. The largest seller was Rhino Investment Partners, cutting an estimated $523K.

  • 63 institutional investors held National Bankshares (NKSH) as of Q2 2024, down from 65 in Q1 2024.
  • Funds reported $50.5M of National Bankshares stock for Q2 2024, down 16% quarter-over-quarter.
  • 6 funds opened new National Bankshares positions in Q2 2024 and 8 closed out, a net change of -2 holders.
  • The largest National Bankshares buyer in Q2 2024 was Brandes Investment Partners, an estimated $508K added.
  • The largest National Bankshares seller in Q2 2024 was Rhino Investment Partners, an estimated $523K sold.

Based on aggregated 13F filings for Q2 2024.