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Virginia National Bankshares

47 hedge funds and large institutions have $63.1M invested in Virginia National Bankshares in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $52.4M → $63.1M (+$10.7M)

15% more funds holding

Funds holding: 4147 (+6)

2.15% more ownership

Funds ownership: 30.28%32.43% (+2.1%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$356K
DC
27
Davenport & Co
Virginia
$334K
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$333K +$91.7K +2,677 +42%
Northern Trust
29
Northern Trust
Illinois
$313K
IMOV
30
Investment Management of Virginia
Virginia
$285K -$3.42K -100 -1%
UCFA
31
United Capital Financial Advisors
Texas
$281K
Morgan Stanley
32
Morgan Stanley
New York
$245K +$136K +3,960 +145%
Citigroup
33
Citigroup
New York
$110K +$103K +2,998 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$106K
Osaic Holdings
35
Osaic Holdings
Arizona
$39K
HWA
36
Heritage Wealth Advisors
Virginia
$32.7K +$30.5K +892 New
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$28K +$27K +787 New
Bank of America
38
Bank of America
North Carolina
$24.7K
TRCT
39
Tower Research Capital (TRC)
New York
$23K +$21.3K +622 New
CFGS
40
Concourse Financial Group Securities
Alabama
$19.8K
UBS Group
41
UBS Group
Switzerland
$13.7K -$51K -1,490 -80%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$8.06K
TFA
43
Toth Financial Advisory
Virginia
$6.16K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3K +$2.09K +61 +381%
GEA
45
Glen Eagle Advisors
New Jersey
$1.5K
GWM
46
Geneos Wealth Management
Colorado
$1.1K
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$266 +$249K +7,257 New
LBC
48
Lowe Brockenbrough & Co
Virginia
-$714K -22,000 Closed
Jane Street
49
Jane Street
New York
-$210K -6,481 Closed

VABK Hedge Fund Activity: Q4 2022 in Review

47 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Virginia National Bankshares (VABK) for Q4 2022, worth a combined $63.1M — up 21% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VABK positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.25M. The largest seller was AllianceBernstein, cutting an estimated $840K.

  • 47 institutional investors held Virginia National Bankshares (VABK) as of Q4 2022, up from 41 in Q3 2022.
  • Funds reported $63.1M of Virginia National Bankshares stock for Q4 2022, up 21% quarter-over-quarter.
  • 8 funds opened new Virginia National Bankshares positions in Q4 2022 and 2 closed out, a net change of +6 holders.
  • The largest Virginia National Bankshares buyer in Q4 2022 was Fourthstone LLC, an estimated $2.25M added.
  • The largest Virginia National Bankshares seller in Q4 2022 was AllianceBernstein, an estimated $840K sold.

Based on aggregated 13F filings for Q4 2022.