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Merchants Bancorp

121 hedge funds and large institutions have $296M invested in Merchants Bancorp in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $271M → $296M (+$24.7M)

6% more funds holding

Funds holding: 114121 (+7)

0.12% more ownership

Funds ownership: 24.55%24.66% (+0.12%)

96% less call options, than puts

Call options by funds: $8K | Put options by funds: $204K

Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
45
Reduced
39
Closed
6
Calls
$8K
Puts
$204K
Net Calls
-$196K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$695K +$56.1K +1,945 +8%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$680K +$13.6K +471 +2%
Citadel Advisors
53
Citadel Advisors
Florida
$659K -$564K -19,524 -45%
CCIA
54
Campbell & Co Investment Adviser
Maryland
$614K -$149K -5,154 -19%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$611K
SO
56
STRS Ohio
Ohio
$571K -$43.3K -1,500 -7%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$527K +$202K +6,985 +58%
Renaissance Technologies
58
Renaissance Technologies
New York
$524K -$303K -10,500 -36%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$521K -$49K -1,696 -8%
CIC
60
Cornercap Investment Counsel
Georgia
$493K +$513K +17,786 New
Man Group
61
Man Group
United Kingdom
$489K
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$473K +$87.8K +3,041 +22%
Stifel Financial
63
Stifel Financial
Missouri
$446K
AllianceBernstein
64
AllianceBernstein
Tennessee
$428K -$21.4K -740 -5%
WCM
65
Wedge Capital Management
North Carolina
$427K -$813K -28,162 -65%
BWM
66
BCGM Wealth Management
Indiana
$422K +$1.33K +46 +0.3%
CS
67
Credit Suisse
Switzerland
$418K -$26.7K -924 -6%
CC
68
Corton Capital
Ontario, Canada
$385K +$75.3K +2,607 +23%
Legal & General Group
69
Legal & General Group
United Kingdom
$384K -$4.16K -144 -1%
EGM
70
Engineers Gate Manager
New York
$380K -$68.6K -2,375 -15%
NYLIM
71
New York Life Investment Management
New York
$378K -$62.8K -2,176 -14%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$373K +$115K +3,994 +42%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$361K
UBS Group
74
UBS Group
Switzerland
$360K +$48.6K +1,682 +15%
Teacher Retirement System of Texas
75
Teacher Retirement System of Texas
Texas
$359K -$318 -11 -0.1%

MBIN Hedge Fund Activity: Q3 2023 in Review

121 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancorp (MBIN) for Q3 2023, worth a combined $296M — up 9.1% from $271M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MBIN positions and 6 closed out — a net gain of 8 holders — while 45 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $2.76M. The largest seller was BlackRock, cutting an estimated $1.66M.

  • 121 institutional investors held Merchants Bancorp (MBIN) as of Q3 2023, up from 114 in Q2 2023.
  • Funds reported $296M of Merchants Bancorp stock for Q3 2023, up 9.1% quarter-over-quarter.
  • 14 funds opened new Merchants Bancorp positions in Q3 2023 and 6 closed out, a net change of +8 holders.
  • The largest Merchants Bancorp buyer in Q3 2023 was Invesco, an estimated $2.76M added.
  • The largest Merchants Bancorp seller in Q3 2023 was BlackRock, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2023.