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BV Financial

28 hedge funds and large institutions have $65.3M invested in BV Financial in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

39% more capital invested

Capital invested by funds: $47.1M → $65.3M (+$18.2M)

17% more funds holding

Funds holding: 2428 (+4)

2.58% more ownership

Funds ownership: 34.75%37.33% (+2.6%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
7
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.29K -$13.1K -941 -86%
Bank of America
27
Bank of America
North Carolina
$2.04K +$741 +53 +66%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
-$1K -105 Closed

BVFL Hedge Fund Activity: Q3 2024 in Review

28 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BV Financial (BVFL) for Q3 2024, worth a combined $65.3M — up 39% from $47.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BVFL positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $4.89M. The largest seller was Newtyn Management, cutting an estimated $2M.

  • 28 institutional investors held BV Financial (BVFL) as of Q3 2024, up from 24 in Q2 2024.
  • Funds reported $65.3M of BV Financial stock for Q3 2024, up 39% quarter-over-quarter.
  • 5 funds opened new BV Financial positions in Q3 2024 and 1 closed out, a net change of +4 holders.
  • The largest BV Financial buyer in Q3 2024 was Fourthstone LLC, an estimated $4.89M added.
  • The largest BV Financial seller in Q3 2024 was Newtyn Management, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2024.