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FVCBankcorp
FVCB

62 hedge funds and large institutions have $112M invested in FVCBankcorp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $98.2M → $112M (+$13.8M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

1.24% more ownership

Funds ownership: 43.06% → 44.3% (+1.2%)

0% more funds holding

Funds holding: 62 → 62 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
20
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.8M
2
FCM
FJ Capital Management
Virginia
+$1.46M
3
BlackRock
BlackRock
New York
+$1.05M
4
ECA
Endeavour Capital Advisors
Connecticut
+$979K
5
JWCA
J.W. Cole Advisors
Florida
+$353K

Top Sellers

Rank Fund Capital Flow
1
ZIM
Zacks Investment Management
Illinois
-$1.4M
2
ACM
Ategra Capital Management
Virginia
-$1.05M
3
MCM
Maltese Capital Management
New York
-$1.02M
4
BFC
Banc Funds Company
Illinois
-$677K
5
State Street
State Street
Massachusetts
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$281K – – –
Bank of America
27
Bank of America
North Carolina
$273K +$65.5K +5,405 +39%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$268K -$17.4K -1,433 -7%
WF
29
Warner Financial
Maryland
$260K – – –
EWM
30
Evermay Wealth Management
Virginia
$253K – – –
UBS Group
31
UBS Group
Switzerland
$250K +$106K +8,743 +98%
JP Morgan Chase
32
JP Morgan Chase
New York
$215K +$49.4K +4,082 +37%
MCM
33
Marathon Capital Management
Maryland
$213K – – –
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$192K – – –
CAM
35
Cresset Asset Management
Illinois
$175K – – –
LI
36
Lafayette Investments
Maryland
$173K – – –
BWA
37
Burt Wealth Advisors
Maryland
$173K +$148K +12,206 New
GWA
38
GGM Wealth Advisors
Maryland
$163K – – –
CCIA
39
Campbell & Co Investment Adviser
Maryland
$158K +$135K +11,157 New
SG Americas Securities
40
SG Americas Securities
New York
$124K +$105K +8,710 New
MIM
41
MetLife Investment Management
New Jersey
$113K – – –
AIG
42
American International Group
New York
$113K -$388 -32 -0.4%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$109K +$87.1K +7,192 +1,505%
Deutsche Bank
44
Deutsche Bank
Germany
$104K -$9.15K -756 -9%
Wells Fargo
45
Wells Fargo
California
$70K +$11.8K +975 +25%
SSB
46
Sandy Spring Bank
Maryland
$66.3K -$30.3K -2,500 -35%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$64.7K -$27.9K -2,303 -34%
Citigroup
48
Citigroup
New York
$43.7K +$26.6K +2,193 +248%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$37.5K -$10.9K -899 -25%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$27.8K -$2.64K -218 -10%
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FVCB Hedge Fund Activity: Q4 2023 in Review

62 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FVCBankcorp (FVCB) for Q4 2023, worth a combined $112M — up 14% from $98.2M a quarter earlier.

Fund positioning in FVCB was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 20 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.8M. The largest seller was Zacks Investment Management, exiting entirely with an estimated $1.4M sold.

  • 62 institutional investors held FVCBankcorp (FVCB) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $112M of FVCBankcorp stock for Q4 2023, up 14% quarter-over-quarter.
  • 6 funds opened new FVCBankcorp positions in Q4 2023 and 6 closed out, a net change of 0 holders.
  • The largest FVCBankcorp buyer in Q4 2023 was Morgan Stanley, an estimated $1.8M added.
  • The largest FVCBankcorp seller in Q4 2023 was Zacks Investment Management, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2023.