Merchants Bancorp
MBIN
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.
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: 114 → 121 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.76M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.55M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.43M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$1.02M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.66M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$1.54M |
| 3 |
Goldman Sachs
New York
|
-$1.33M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$813K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$655K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FBC
126
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$136K | -5,300 | Closed |
|
127
Lazard Asset Management
New York
| – | -$52K | -2,065 | Closed |
|
|
KIG
128
Kessler Investment Group
Columbus,
Indiana
| – | -$12.2K | -477 | Closed |
|
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.