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Virginia National Bankshares
VABK

64 hedge funds and large institutions have $69.3M invested in Virginia National Bankshares in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $61.7M → $69.3M (+$7.62M)

3% more funds holding

Funds holding: 62 → 64 (+2)

0.29% less ownership

Funds ownership: 37.84% → 37.55% (-0.29%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.63M
2
BlackRock
BlackRock
New York
+$1.12M
3
Morgan Stanley
Morgan Stanley
New York
+$535K
4
Citadel Advisors
Citadel Advisors
Florida
+$410K
5
Renaissance Technologies
Renaissance Technologies
New York
+$325K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$3.18M
2
LBC
Lowe Brockenbrough & Co
Virginia
-$516K
3
BFC
Banc Funds Company
Illinois
-$500K
4
ECA
Endeavour Capital Advisors
Connecticut
-$326K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$13.4K – – –
PS
52
Principal Securities
Iowa
$11.6K +$11K +336 New
BTI
53
Blue Trust Inc
Georgia
$10K +$11.1K +337 New
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$9.59K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$8.84K -$12.1K -368 -59%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$7.56K – – –
TFA
57
Toth Financial Advisory
Virginia
$5.78K – – –
SL
58
Salomon & Ludwin
Virginia
$3.82K – – –
SWM
59
Spire Wealth Management
Virginia
$3.01K – – –
Russell Investments Group
60
Russell Investments Group
United Kingdom
$1.86K +$1.41K +43 +391%
GEA
61
Glen Eagle Advisors
New Jersey
$1.41K – – –
GI
62
GAMMA Investing
California
$1.12K +$1.12K +34 New
GWM
63
Geneos Wealth Management
Colorado
$1.03K – – –
LBC
64
Lowe Brockenbrough & Co
Virginia
– -$516K -17,000 Closed
UCFA
65
United Capital Financial Advisors
Texas
– -$210K -6,912 Closed
Allspring Global Investments
66
Allspring Global Investments
North Carolina
– -$54.8K -1,807 Closed
WTG
67
West Tower Group
Virginia
– -$1.82K -60 Closed
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
– -$486 -16 Closed
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
– -$425 -14 Closed
C
70
Covestor
United Kingdom
– -$33 -1 -11%
1 2
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VABK Hedge Fund Activity: Q4 2023 in Review

64 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Virginia National Bankshares (VABK) for Q4 2023, worth a combined $69.3M — up 12% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VABK positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.63M. The largest seller was Royce & Associates, cutting an estimated $3.18M.

  • 64 institutional investors held Virginia National Bankshares (VABK) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $69.3M of Virginia National Bankshares stock for Q4 2023, up 12% quarter-over-quarter.
  • 8 funds opened new Virginia National Bankshares positions in Q4 2023 and 6 closed out, a net change of +2 holders.
  • The largest Virginia National Bankshares buyer in Q4 2023 was Goldman Sachs, an estimated $1.63M added.
  • The largest Virginia National Bankshares seller in Q4 2023 was Royce & Associates, an estimated $3.18M sold.

Based on aggregated 13F filings for Q4 2023.