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BV Financial
BVFL

26 hedge funds and large institutions have $56.5M invested in BV Financial in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

89% more capital invested

Capital invested by funds: $29.9M → $56.5M (+$26.5M)

44% more funds holding

Funds holding: 18 → 26 (+8)

8.9% more ownership

Funds ownership: 26.09% → 34.98% (+8.9%)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2.84M
2
NM
Newtyn Management
New York
+$1.39M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$898K
4
BlackRock
BlackRock
New York
+$567K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$440K

Top Sellers

Rank Fund Capital Flow
1
DC
Dryden Capital
Florida
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$14.9M +$440K +38,114 +4%
NM
2
Newtyn Management
New York
$14.2M +$1.39M +120,659 +14%
BCP
3
BlackBarn Capital Partners
New York
$6.81M +$5.54M +480,000 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.3M +$898K +77,805 +26%
FL
5
Fourthstone LLC
Missouri
$3.63M +$2.84M +246,192 +2,462%
BlackRock
6
BlackRock
New York
$2.63M +$567K +49,091 +36%
SV
7
Stilwell Value
New York
$2.17M – – –
OC
8
Oppenheimer & Close
New York
$2.13M – – –
GJL
9
Gendell Jeffrey L
$1.93M – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.34M +$67.5K +5,850 +7%
CC
11
Courier Capital
New York
$355K – – –
Northern Trust
12
Northern Trust
Illinois
$259K +$7.79K +675 +4%
BCM
13
BHZ Capital Management
California
$245K +$199K +17,266 New
Citadel Advisors
14
Citadel Advisors
Florida
$236K +$47K +4,073 +32%
Citigroup
15
Citigroup
New York
$183K +$149K +12,920 New
Bank of America
16
Bank of America
North Carolina
$109K +$88.8K +7,691 New
C
17
Covestor
United Kingdom
$28K +$2.34K +203 +11%
SOW
18
State of Wyoming
Wyoming
$16.7K +$13.6K +1,181 New
TRCT
19
Tower Research Capital (TRC)
New York
$13.9K +$11.3K +978 New
Morgan Stanley
20
Morgan Stanley
New York
$13.5K +$5.48K +475 +100%
UBS Group
21
UBS Group
Switzerland
$9.69K +$3.95K +342 +100%
VWM
22
Venturi Wealth Management
Texas
$1.42K +$1.16K +100 New
Wells Fargo
23
Wells Fargo
California
$1.06K +$46 +4 +6%
AW
24
Avion Wealth
Texas
$1K +$577 +50 New
JP Morgan Chase
25
JP Morgan Chase
New York
$837 +$681 +59 New
1
2

BVFL Hedge Fund Activity: Q4 2023 in Review

26 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in BV Financial (BVFL) for Q4 2023, worth a combined $56.5M — up 89% from $29.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BVFL positions and 1 closed out — a net gain of 9 holders — while 12 added to existing stakes and 0 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.84M. The largest seller was Dryden Capital, exiting entirely with an estimated $275K sold.

  • 26 institutional investors held BV Financial (BVFL) as of Q4 2023, up from 18 in Q3 2023.
  • Funds reported $56.5M of BV Financial stock for Q4 2023, up 89% quarter-over-quarter.
  • 10 funds opened new BV Financial positions in Q4 2023 and 1 closed out, a net change of +9 holders.
  • The largest BV Financial buyer in Q4 2023 was Fourthstone LLC, an estimated $2.84M added.
  • The largest BV Financial seller in Q4 2023 was Dryden Capital, an estimated $275K sold.

Based on aggregated 13F filings for Q4 2023.