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FVCBankcorp

62 hedge funds and large institutions have $74M invested in FVCBankcorp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more funds holding

Funds holding: 5862 (+4)

8.21% less ownership

Funds ownership: 47.55%39.34% (-8.2%)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

25% less capital invested

Capital invested by funds: $99.3M → $74M (-$25.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
22
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
26
Cassaday & Co Wealth Management
Virginia
$257K -$91K -6,738 -22%
Empower Advisory Group
27
Empower Advisory Group
Colorado
$245K +$306K +22,642 New
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$238K -$95 -7 -0%
BCM
29
BHZ Capital Management
California
$208K +$264K +19,508 New
EWM
30
Evermay Wealth Management
Virginia
$190K -$14 -1 -0%
SFA
31
Sequoia Financial Advisors
Ohio
$184K -$14 -1 -0%
SSB
32
Sandy Spring Bank
Maryland
$165K -$25.7K -1,901 -11%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$150K -$17.1K -1,264 -8%
Bank of America
34
Bank of America
North Carolina
$148K -$45.8K -3,388 -20%
Chevy Chase Trust
35
Chevy Chase Trust
Maryland
$144K
LI
36
Lafayette Investments
Maryland
$130K +$165K +12,206 New
CAM
37
Cresset Asset Management
Illinois
$130K +$165K +12,205 New
GWA
38
GGM Wealth Advisors
Maryland
$129K +$165K +12,186 New
JP Morgan Chase
39
JP Morgan Chase
New York
$124K +$15K +1,111 +11%
SPIA
40
Steward Partners Investment Advisory
New York
$117K
MAM
41
Martingale Asset Management
Massachusetts
$113K +$144K +10,637 New
Deutsche Bank
42
Deutsche Bank
Germany
$112K +$58.6K +4,336 +70%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$111K -$14 -1 -0%
MIM
44
MetLife Investment Management
New Jersey
$85K -$14 -1 -0%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$83.7K +$77.4K +5,729 +268%
Barclays
46
Barclays
United Kingdom
$80.3K +$47.7K +3,527 +88%
AIG
47
American International Group
New York
$76.8K +$1.95K +144 +2%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$60.4K -$7K -518 -8%
UBS Group
49
UBS Group
Switzerland
$51.8K -$16K -1,183 -20%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$47.7K -$280K -20,690 -82%

FVCB Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FVCBankcorp (FVCB) for Q1 2023, worth a combined $74M — down 25% from $99.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FVCB positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 25 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $9.49M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $17.5M sold.

  • 62 institutional investors held FVCBankcorp (FVCB) as of Q1 2023, up from 58 in Q4 2022.
  • Funds reported $74M of FVCBankcorp stock for Q1 2023, down 25% quarter-over-quarter.
  • 12 funds opened new FVCBankcorp positions in Q1 2023 and 7 closed out, a net change of +5 holders.
  • The largest FVCBankcorp buyer in Q1 2023 was FJ Capital Management, an estimated $9.49M added.
  • The largest FVCBankcorp seller in Q1 2023 was Fourthstone LLC, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2023.