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BV Financial

24 hedge funds and large institutions have $47.1M invested in BV Financial in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $40.7M → $47.1M (+$6.35M)

0.09% more ownership

Funds ownership: 34.66%34.75% (+0.09%)

14% less funds holding

Funds holding: 2824 (-4)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$13.2M
NM
2
Newtyn Management
New York
$9.84M -$486K -45,000 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.74M +$1.4K +130 +0%
BCP
4
BlackBarn Capital Partners
New York
$5.72M
FL
5
Fourthstone LLC
Missouri
$2.59M +$2.35M +217,453 New
BlackRock
6
BlackRock
New York
$2.12M -$461K -42,687 -19%
SV
7
Stilwell Value
New York
$1.82M
OC
8
Oppenheimer & Close
New York
$1.79M
GJL
9
Gendell Jeffrey L
$1.62M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.2M +$38.6K +3,576 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$351K +$95.8K +8,866 +43%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$348K -$126K -11,689 -29%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$290K -$85.2K -7,890 -24%
Northern Trust
14
Northern Trust
Illinois
$238K +$18.9K +1,752 +10%
Citigroup
15
Citigroup
New York
$110K -$45K -4,162 -31%
C
16
Covestor
United Kingdom
$48K
TRCT
17
Tower Research Capital (TRC)
New York
$27.7K +$25.1K +2,324 New
UBS Group
18
UBS Group
Switzerland
$13K -$5.37K -497 -31%
SOW
19
State of Wyoming
Wyoming
$9.53K -$2.17K -201 -20%
Morgan Stanley
20
Morgan Stanley
New York
$5.66K -$4.32K -400 -46%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1K -$15.4K -1,425 -93%
Bank of America
22
Bank of America
North Carolina
$953 -$14.9K -1,376 -95%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$48 -$283K -26,202 -100%
Jane Street
24
Jane Street
New York
-$347K -33,571 Closed
CC
25
Courier Capital
New York
-$258K -25,000 Closed

BVFL Hedge Fund Activity: Q2 2024 in Review

24 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BV Financial (BVFL) for Q2 2024, worth a combined $47.1M — up 16% from $40.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BVFL and 2 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 4 added.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $2.35M. The largest seller was Newtyn Management, cutting an estimated $486K.

  • 24 institutional investors held BV Financial (BVFL) as of Q2 2024, down from 28 in Q1 2024.
  • Funds reported $47.1M of BV Financial stock for Q2 2024, up 16% quarter-over-quarter.
  • 2 funds opened new BV Financial positions in Q2 2024 and 6 closed out, a net change of -4 holders.
  • The largest BV Financial buyer in Q2 2024 was Fourthstone LLC, an estimated $2.35M added.
  • The largest BV Financial seller in Q2 2024 was Newtyn Management, an estimated $486K sold.

Based on aggregated 13F filings for Q2 2024.