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BV Financial
BVFL

Overview Fund Activity

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
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

1
FL
Fourthstone LLC
Missouri
+$3.49M
2
NM
Newtyn Management
New York
+$1.71M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.1M
4
BlackRock
BlackRock
New York
+$696K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$540K

Top Sellers

1
DC
Dryden Capital
Florida
-$275K
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$14.9M +$540K +38,114 +4%
NM
2
Newtyn Management
New York
$14.2M +$1.71M +120,659 +14%
BCP
3
BlackBarn Capital Partners
New York
$6.81M +$6.81M +480,000 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.3M +$1.1M +77,805 +26%
FL
5
Fourthstone LLC
Missouri
$3.63M +$3.49M +246,192 +2,462%
BlackRock
6
BlackRock
New York
$2.63M +$696K +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 +$83K +5,850 +7%
CC
11
Courier Capital
New York
$355K – – –
Northern Trust
12
Northern Trust
Illinois
$259K +$9.57K +675 +4%
BCM
13
BHZ Capital Management
California
$245K +$245K +17,266 New
Citadel Advisors
14
Citadel Advisors
Florida
$236K +$57.8K +4,073 +32%
Citigroup
15
Citigroup
New York
$183K +$183K +12,920 New
Bank of America
16
Bank of America
North Carolina
$109K +$109K +7,691 New
C
17
Covestor
United Kingdom
$28K +$2.84K +203 +11%
SOW
18
State of Wyoming
Wyoming
$16.7K +$16.7K +1,181 New
TRCT
19
Tower Research Capital (TRC)
New York
$13.9K +$13.9K +978 New
Morgan Stanley
20
Morgan Stanley
New York
$13.5K +$6.74K +475 +100%
UBS Group
21
UBS Group
Switzerland
$9.69K +$4.85K +342 +100%
VWM
22
Venturi Wealth Management
Texas
$1.42K +$1.42K +100 New
Wells Fargo
23
Wells Fargo
California
$1.06K +$57 +4 +6%
AW
24
Avion Wealth
Texas
$1K +$1K +50 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$837 +$837 +59 New
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