Merchants Bancorp
MBIN
164 hedge funds and large institutions have $528M invested in Merchants Bancorp in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 3 closing their positions.
1,467% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 3
190% more call options, than puts
Call options by funds: $2.83M | Put options by funds: $975K
78% more capital invested
Capital invested by funds: $296M → $528M (+$232M)
36% more funds holding
Funds holding: 121 → 164 (+43)
11% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 46
4.01% more ownership
Funds ownership: 24.66% → 28.67% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.4M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$7.12M |
| 3 |
BlackRock
New York
|
+$4.47M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.35M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$8.71M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$4.02M |
| 3 |
Millennium Management
New York
|
-$2.26M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$1.88M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.39M |
MBIN Hedge Fund Activity: Q4 2023 in Review
164 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancorp (MBIN) for Q4 2023, worth a combined $528M — up 78% from $296M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new MBIN positions and 3 closed out — a net gain of 44 holders — while 51 added to existing stakes and 46 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.4M. The largest seller was FJ Capital Management, cutting an estimated $8.71M.
- 164 institutional investors held Merchants Bancorp (MBIN) as of Q4 2023, up from 121 in Q3 2023.
- Funds reported $528M of Merchants Bancorp stock for Q4 2023, up 78% quarter-over-quarter.
- 47 funds opened new Merchants Bancorp positions in Q4 2023 and 3 closed out, a net change of +44 holders.
- The largest Merchants Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $22.4M added.
- The largest Merchants Bancorp seller in Q4 2023 was FJ Capital Management, an estimated $8.71M sold.
Based on aggregated 13F filings for Q4 2023.