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National Bankshares
NKSH

72 hedge funds and large institutions have $57.9M invested in National Bankshares in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

1.79% more ownership

Funds ownership: 29.94% → 31.73% (+1.8%)

1% more funds holding

Funds holding: 71 → 72 (+1)

2% more capital invested

Capital invested by funds: $56.9M → $57.9M (+$1M)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
32
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$797K
2
BIP
Brandes Investment Partners
California
+$375K
3
JP Morgan Chase
JP Morgan Chase
New York
+$318K
4
KWM
Kingsview Wealth Management
Oregon
+$235K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$234K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$100K
2
CWA
Cascade Wealth Advisors
Washington
-$30.2K
3
Citadel Advisors
Citadel Advisors
Florida
-$14.9K
4
BWP
Baldwin Wealth Partners
Massachusetts
-$13K
5
UBS Group
UBS Group
Switzerland
-$6.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$13.2M +$131K +4,316 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.92M +$797K +26,359 +8%
BIP
3
Brandes Investment Partners
California
$4.87M +$375K +12,407 +8%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.98M +$6.11K +202 +0.1%
RIP
5
Rhino Investment Partners
Pennsylvania
$3.79M +$199K +6,588 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.86M +$174K +5,750 +6%
State Street
7
State Street
Massachusetts
$2.28M -$4.39K -145 -0.2%
RC
8
RBF Capital
California
$1.44M – – –
Northern Trust
9
Northern Trust
Illinois
$1.38M +$28.3K +935 +2%
LPL Financial
10
LPL Financial
California
$1.13M +$151K +4,981 +14%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$976K +$147K +4,869 +17%
Morgan Stanley
12
Morgan Stanley
New York
$756K -$100K -3,311 -11%
Cerity Partners
13
Cerity Partners
New York
$715K – – –
Renaissance Technologies
14
Renaissance Technologies
New York
$639K – – –
Citadel Advisors
15
Citadel Advisors
Florida
$609K -$14.9K -493 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$589K +$89.7K +2,966 +17%
JP Morgan Chase
17
JP Morgan Chase
New York
$585K +$318K +10,513 +107%
THCM
18
Taylor Hoffman Capital Management
Virginia
$521K – – –
Goldman Sachs
19
Goldman Sachs
New York
$478K +$139K +4,583 +38%
Charles Schwab
20
Charles Schwab
California
$467K – – –
MAM
21
Marotta Asset Management
Virginia
$425K – – –
PIFP
22
Partners in Financial Planning
Virginia
$419K – – –
Bank of America
23
Bank of America
North Carolina
$389K +$52.8K +1,746 +15%
Invesco
24
Invesco
Georgia
$360K +$4.45K +147 +1%
AI
25
Atria Investments
North Carolina
$290K +$37K +1,223 +14%
1
2 3 4

NKSH Hedge Fund Activity: Q4 2024 in Review

72 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q4 2024, worth a combined $57.9M — up 1.8% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NKSH positions and 4 closed out — a net gain of 2 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $797K. The largest seller was Morgan Stanley, cutting an estimated $100K.

  • 72 institutional investors held National Bankshares (NKSH) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $57.9M of National Bankshares stock for Q4 2024, up 1.8% quarter-over-quarter.
  • 6 funds opened new National Bankshares positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest National Bankshares buyer in Q4 2024 was Vanguard Group, an estimated $797K added.
  • The largest National Bankshares seller in Q4 2024 was Morgan Stanley, an estimated $100K sold.

Based on aggregated 13F filings for Q4 2024.