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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
AllianceBernstein
1
AllianceBernstein
Tennessee
$17M
NM
2
Newtyn Management
New York
$10.5M -$2M -143,465 -17%
FL
3
Fourthstone LLC
Missouri
$8.72M +$4.89M +350,325 +161%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.4M
BCP
5
BlackBarn Capital Partners
New York
$7.37M
BlackRock
6
BlackRock
New York
$2.54M -$173K -12,374 -7%
SV
7
Stilwell Value
New York
$2.35M
OC
8
Oppenheimer & Close
New York
$2.3M
GJL
9
Gendell Jeffrey L
$2.17M +$70K +5,011 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.55M -$1.09K -78 -0.1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$723K +$317K +22,681 +93%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$453K +$56 +4 +0%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$408K -$36.9K -2,642 -9%
CC
14
Courier Capital
New York
$384K +$349K +25,000 New
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$352K +$321K +22,945 +573,625%
Northern Trust
16
Northern Trust
Illinois
$306K -$810 -58 -0.3%
Citadel Advisors
17
Citadel Advisors
Florida
$188K +$171K +12,239 New
Citigroup
18
Citigroup
New York
$185K +$39.4K +2,822 +31%
Millennium Management
19
Millennium Management
New York
$181K +$165K +11,818 New
C
20
Covestor
United Kingdom
$61K
Barclays
21
Barclays
United Kingdom
$51.9K +$47.3K +3,382 New
ACM
22
Aster Capital Management
United Arab Emirates
$40.1K +$36.5K +2,613 New
SOW
23
State of Wyoming
Wyoming
$12K -$279 -20 -3%
Morgan Stanley
24
Morgan Stanley
New York
$7.29K
TRCT
25
Tower Research Capital (TRC)
New York
$4.38K -$28.5K -2,039 -88%

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.