BV Financial
BVFL
28 hedge funds and large institutions have $40.7M invested in BV Financial in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
8% more funds holding
Funds holding: 26 → 28 (+2)
0.32% less ownership
Funds ownership: 34.98% → 34.66% (-0.32%)
28% less capital invested
Capital invested by funds: $56.5M → $40.7M (-$15.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.38M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$779K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$523K |
| 4 |
BlackRock
New York
|
+$452K |
| 5 |
Jane Street
New York
|
+$429K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$3.63M |
| 2 |
NM
Newtyn Management
New York
|
-$1.64M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$236K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$82.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$79.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $9.04K | -$958 | -75 | -8% |
|
|
AW
27
Avion Wealth
The Woodlands,
Texas
| $1K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $785 | +$13 | +1 | +1% |
|
|
FL
29
Fourthstone LLC
St Louis,
Missouri
| – | -$3.63M | -256,192 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$236K | -16,642 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$13.9K | -978 | Closed |
|
|
VWM
32
Venturi Wealth Management
Austin,
Texas
| – | -$1.42K | -100 | Closed |
|
BVFL Hedge Fund Activity: Q1 2024 in Review
28 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BV Financial (BVFL) for Q1 2024, worth a combined $40.7M — down 28% from $56.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BVFL positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.38M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $3.63M sold.
- 28 institutional investors held BV Financial (BVFL) as of Q1 2024, up from 26 in Q4 2023.
- Funds reported $40.7M of BV Financial stock for Q1 2024, down 28% quarter-over-quarter.
- 6 funds opened new BV Financial positions in Q1 2024 and 4 closed out, a net change of +2 holders.
- The largest BV Financial buyer in Q1 2024 was Vanguard Group, an estimated $1.38M added.
- The largest BV Financial seller in Q1 2024 was Fourthstone LLC, an estimated $3.63M sold.
Based on aggregated 13F filings for Q1 2024.