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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.38M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$779K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$523K
4
BlackRock
BlackRock
New York
+$452K
5
Jane Street
Jane Street
New York
+$429K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$3.63M
2
NM
Newtyn Management
New York
-$1.64M
3
Citadel Advisors
Citadel Advisors
Florida
-$236K
4
BCM
BHZ Capital Management
California
-$82.6K
5
Bank of America
Bank of America
North Carolina
-$79.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$11.5M +$779K +61,023 +6%
NM
2
Newtyn Management
New York
$9M -$1.64M -128,555 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.98M +$1.38M +108,015 +29%
BCP
4
BlackBarn Capital Partners
New York
$4.96M – – –
BlackRock
5
BlackRock
New York
$2.28M +$452K +35,428 +19%
SV
6
Stilwell Value
New York
$1.58M – – –
OC
7
Oppenheimer & Close
New York
$1.55M – – –
GJL
8
Gendell Jeffrey L
$1.41M – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.01M +$36.4K +2,850 +3%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$423K +$523K +40,937 New
Jane Street
11
Jane Street
New York
$347K +$429K +33,571 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$333K +$412K +32,280 New
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$271K +$335K +26,206 New
CC
14
Courier Capital
New York
$258K – – –
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$213K +$263K +20,637 New
Northern Trust
16
Northern Trust
Illinois
$188K -$306 -24 -0.1%
Citigroup
17
Citigroup
New York
$138K +$5.9K +462 +4%
BCM
18
BHZ Capital Management
California
$112K -$82.6K -6,467 -37%
Millennium Management
19
Millennium Management
New York
$106K +$131K +10,231 New
C
20
Covestor
United Kingdom
$41K +$25.5K +1,999 +100%
JP Morgan Chase
21
JP Morgan Chase
New York
$26.2K +$31.6K +2,473 +4,192%
UBS Group
22
UBS Group
Switzerland
$16.4K +$11.5K +904 +132%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$16K +$19.2K +1,505 +6,020%
Bank of America
24
Bank of America
North Carolina
$15K -$79.6K -6,235 -81%
SOW
25
State of Wyoming
Wyoming
$10.3K -$2.3K -180 -15%
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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.