Exploring Auburn National Bancorporation, Inc. (AUBN) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Auburn National Bancorporation, Inc. (AUBN)? As of December 31, 2024, institutional investors held a total of 393,016 shares. With the share price at $21.75 as of March 21, 2025, a 9.85% increase from $19.80 on March 25, 2024, it's crucial to understand who these key stakeholders are and what their investment decisions might signal about the bank's future. Let's delve into the investor profile of AUBN and explore the 'who' and 'why' behind their investment strategies.

Auburn National Bancorporation, Inc. (AUBN) Who Invests in [Company Name] and Why?

Understanding the investor profile of Auburn National Bancorporation, Inc. (AUBN) is crucial for grasping market sentiment and potential stock performance. Investors are typically categorized into retail investors, institutional investors, and other entities, each bringing different motivations and strategies.

Key Investor Types:

The investor base of Auburn National Bancorporation, Inc. (AUBN) is composed of various types of investors:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. They might be attracted to AUBN due to its dividend payouts or perceived stability in the banking sector.
• Institutional Investors: These include entities such as mutual funds, pension funds, and insurance companies that invest on behalf of their clients. Their investment decisions are often driven by in-depth research and analysis.
• Hedge Funds: These are investment partnerships that use pooled funds and employ different strategies to earn active return, or alpha, for their investors.

Investment Motivations:

Several factors attract investors to Auburn National Bancorporation, Inc. (AUBN):

• Growth Prospects: Investors may be drawn to AUBN if they foresee potential expansion and increased profitability in the future.
• Dividends: AUBN's dividend payouts can be a significant attraction for investors seeking regular income.
• Market Position: A strong and stable market position can instill confidence in investors, making AUBN an appealing choice.

Investment Strategies:

Different investors adopt varied strategies when investing in Auburn National Bancorporation, Inc. (AUBN):

• Long-Term Holding: Some investors may choose to hold AUBN shares for an extended period, banking on the company's long-term growth and stability.
• Short-Term Trading: Other investors might engage in short-term trading, aiming to profit from price fluctuations in the stock.
• Value Investing: Value investors may see AUBN as undervalued by the market and invest with the expectation that its true worth will eventually be recognized.

Institutional investors hold a significant portion of Auburn National Bancorporation, Inc. (AUBN). According to recent data, here’s a breakdown of some major institutional holders:

Understanding these investor profiles, motivations, and strategies can provide valuable insights into the dynamics of Auburn National Bancorporation, Inc. (AUBN)’s stock and its potential future performance.

For further insights into the financial health of Auburn National Bancorporation, Inc. (AUBN), you might find this resource helpful: Breaking Down Auburn National Bancorporation, Inc. (AUBN) Financial Health: Key Insights for Investors

Auburn National Bancorporation, Inc. (AUBN) Institutional Ownership and Major Shareholders of Auburn National Bancorporation, Inc. (AUBN)

Understanding the institutional ownership of Auburn National Bancorporation, Inc. (AUBN) provides valuable insights into the company's stock dynamics and overall strategy. Institutional investors, which include entities like mutual funds, pension funds, and hedge funds, often hold significant stakes in publicly traded companies, and their trading activities can influence stock prices.

Here’s a detailed look at Auburn National Bancorporation, Inc. (AUBN)’s institutional ownership profile:

Top Institutional Investors:

As of December 31, 2024, the top institutional holders of Auburn National Bancorporation, Inc. (AUBN) include:

• BlackRock Fund Advisors: Holding 147,963 shares.
• The Vanguard Group, Inc. (Vanguard): Holding 139,188 shares.
• Dimensional Fund Advisors LP: Holding 54,727 shares.
• First Trust Advisors LP: Holding 28,739 shares.
• Geode Capital Management LLC: Holding 25,358 shares.
• Charles Schwab Investment Management Inc: Holding 21,377 shares.
• State Street Corporation: Holding 19,947 shares.
• Federated Hermes, Inc.: Holding 18,101 shares.
• Bank of New York Mellon Corp: Holding 15,446 shares.
• Northern Trust Corporation: Holding 14,367 shares.

These institutional investors collectively hold a notable percentage of Auburn National Bancorporation, Inc. (AUBN)’s outstanding shares, making their investment decisions significant for the company's stock performance.

Changes in Ownership:

Analyzing recent changes in institutional ownership can reveal shifts in sentiment and potential future stock movements. For instance:

• Increase in holdings: Some institutions may have increased their positions, signaling confidence in Auburn National Bancorporation, Inc. (AUBN)’s future prospects.
• Decrease in holdings: Conversely, others might have reduced their stakes, possibly due to concerns about the company’s performance or broader market conditions.

Examining these changes over recent quarters provides a dynamic view of investor sentiment. For example, if a major holder like The Vanguard Group, Inc. significantly increases its stake, it could drive positive momentum for the stock. Conversely, a large reduction by BlackRock Fund Advisors might create downward pressure.

Impact of Institutional Investors:

Institutional investors play a crucial role in Auburn National Bancorporation, Inc. (AUBN)’s stock price and strategic direction:

• Price Stability and Liquidity: Large institutional holdings can provide stability to the stock by reducing volatility. Their trading activity also contributes to the stock's liquidity, making it easier for other investors to buy and sell shares.
• Corporate Governance: Institutional investors often engage with company management on issues such as executive compensation, board composition, and strategic initiatives. Their influence can drive changes that align with shareholder interests and improve corporate governance.
• Market Perception: The investment decisions of major institutions are closely watched by other investors. A vote of confidence from a well-respected fund can enhance the company's reputation and attract further investment.

In summary, the institutional ownership profile of Auburn National Bancorporation, Inc. (AUBN) offers critical insights into market sentiment, potential stock movements, and the overall health of the company. Monitoring these ownership trends helps investors understand the broader context in which Auburn National Bancorporation, Inc. (AUBN) operates and make more informed decisions.

Here is a detailed table of the major shareholders of Auburn National Bancorporation, Inc. (AUBN):

To gain further insights into Auburn National Bancorporation, Inc. (AUBN)’s strategic direction, consider exploring their Mission Statement, Vision, & Core Values of Auburn National Bancorporation, Inc. (AUBN).

Auburn National Bancorporation, Inc. (AUBN) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Auburn National Bancorporation, Inc. (AUBN) provides valuable insights into the company's stability, growth potential, and strategic direction. Institutional investors, individual shareholders, and company insiders all play a role in shaping AUBN's corporate governance and market performance. As of December 31, 2024, Auburn National Bancorporation had total assets of $977 million.

As of March 21, 2025, the share price was $21.75. There was previously a share price of $19.80 on March 25, 2024, representing a 9.85% increase over that period.

Here's a breakdown of notable investors and their influence:

• Institutional Investors: As of December 31, 2024, institutional investors held a total of 393,016 shares in AUBN.
• Dimensional Fund Advisors LP: Holds 39,624 shares, representing 1.13% ownership. Their investment is valued at approximately $861,822.
• Fourthstone LLC: Holds 37,034 shares, accounting for 1.06% of ownership, with a value of $805,489.
• Vanguard Group Inc: Owns 32,725 shares, or 0.94%, valued at $711,769.
• Bridgeway Capital Management Inc: Holds 41,840 shares, representing 1.2% ownership valued at $910,020.
• Aptus Capital Advisors, LLC: Holds 27,490 shares, amounting to 0.79% ownership, with a value of $597,907.
• Geode Capital Management, LLC: Holds 23,368 shares, accounting for 0.67% of ownership, valued at $508,254.

Other institutional investors include IFG Advisory, LLC, LPL Financial LLC, and Truist Financial Corp.

Institutional Ownership Details:

Institutional investors play a crucial role in Auburn National Bancorporation's ownership structure. As of Q4 2024:

• Institutional Ownership (%): 10.55%
• Mutual Fund Ownership (%): 4.73%

Insider Ownership:

Insiders also hold a significant portion of AUBN's shares:

• Insider Ownership (%): 17.07%

Top Insider Holders:

• Sandra J. Spencer: Holds 2,192,427 shares, representing 62.75% ownership, valued at $46.57 million.
• Edward L. Spencer Jr.: Owns 880,018 shares, accounting for 25.19% ownership, valued at $18.69 million.
• Emil F. Wright Jr.: Holds 450,484 shares, representing 12.89% ownership, valued at $9.57 million.

Recent Moves by Investors:

Recent trading activity reveals strategic positioning by institutional investors:

• LPL Financial LLC acquired a new stake in Auburn National Bancorporation during the fourth quarter valued at approximately $461,000.
• Geode Capital Management LLC increased its holdings by 6.5% during the third quarter, now owning 23,368 shares valued at $535,000.
• Wealthedge Investment Advisors LLC bought a new stake in the fourth quarter valued at about $272,000.
• Captrust Financial Advisors initiated a new position in the third quarter valued at $211,000.
• Empowered Funds LLC increased its position by 5.4% during the fourth quarter, now holding 11,170 shares valued at $262,000.

Insider Transactions:

On October 1, 2024, David E. Housel, a director of Auburn National Bancorporation, purchased 55 shares at prices ranging from $23.2633 to $23.4043 per share, totaling approximately $1,284. Following this transaction, Housel's direct ownership increased to 7,771 shares.

Investor Influence:

Major shareholders can significantly influence company decisions and stock movements. A Schedule 13D filing indicates that an investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. A Schedule 13G indicates a passive investment of over 5%.

Fund Sentiment Score:

The Fund Sentiment Score identifies companies with the highest levels of institutional accumulation. It ranges from 0 to 100, with higher numbers indicating greater accumulation relative to peers. A score of 50 is the average.

Summary of Key Investor Data (as of December 31, 2024):

Explore more about AUBN's financial health: Breaking Down Auburn National Bancorporation, Inc. (AUBN) Financial Health: Key Insights for Investors

Auburn National Bancorporation, Inc. (AUBN) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Auburn National Bancorporation, Inc. (AUBN) can provide valuable insights into the company's current standing and future prospects. Analyzing the behavior of major shareholders, recent market responses, and analyst perspectives helps to paint a comprehensive picture of AUBN's financial health and investor confidence.

Information regarding specific investor sentiment towards Auburn National Bancorporation, Inc. (AUBN) is not available in the provided search results. To ascertain this, one would typically review:

• Major shareholder communications: Public statements or filings by significant shareholders.
• Analyst reports: Assessments of investor confidence levels.
• Investor relations activities: Monitoring the tone and content of investor calls and meetings.

Recent market reactions to changes in ownership or large investor moves for Auburn National Bancorporation, Inc. (AUBN) are not detailed within the search results. Generally, such reactions are observable through:

• Stock price movements: Significant increases or decreases in stock value following major investor actions.
• Trading volume: Higher trading volumes can indicate increased market interest and reaction.
• Market volatility: Increased volatility might reflect uncertainty or strong sentiment shifts.

Analyst perspectives on the impact of key investors on Auburn National Bancorporation, Inc.'s (AUBN) future are not available in the search results. Typically, these perspectives would cover:

• Investment strategy alignment: How well key investors' strategies align with the company's goals.
• Influence on corporate decisions: The extent to which major investors can influence strategic decisions.
• Long-term stability: Analyst views on whether key investors contribute to or detract from the company's long-term stability.

To gain a clearer understanding of these aspects, consulting financial news outlets, analyst reports, and Auburn National Bancorporation, Inc.'s (AUBN) investor relations page would be beneficial. You can also gain more insight into the company's goals by reviewing Mission Statement, Vision, & Core Values of Auburn National Bancorporation, Inc. (AUBN).