Merchants Bancorp
MBIN
170 hedge funds and large institutions have $1.53B invested in Merchants Bancorp in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 30 closing their positions.
133% more capital invested
Capital invested by funds: $654M → $1.53B (+$873M)
59.71% more ownership
Funds ownership: 31.8% → 91.51% (+60%)
43% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 46
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
2% less funds holding
Funds holding: 174 → 170 (-4)
88% less call options, than puts
Call options by funds: $69K | Put options by funds: $597K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$1.1B |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$10.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.37M |
| 4 |
MWM
Moran Wealth Management
Naples,
Florida
|
+$3.91M |
| 5 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$9.9M |
| 2 |
Morgan Stanley
New York
|
-$6.27M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$4.09M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$3.78M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$3.7M |
MBIN Hedge Fund Activity: Q4 2024 in Review
170 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancorp (MBIN) for Q4 2024, worth a combined $1.53B — up 133% from $654M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of MBIN and 29 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 66 added.
The largest buyer was Elser Financial Planning, opening a new position worth an estimated $1.1B. The largest seller was Federated Hermes, cutting an estimated $9.9M.
- 170 institutional investors held Merchants Bancorp (MBIN) as of Q4 2024, down from 174 in Q3 2024.
- Funds reported $1.53B of Merchants Bancorp stock for Q4 2024, up 133% quarter-over-quarter.
- 29 funds opened new Merchants Bancorp positions in Q4 2024 and 30 closed out, a net change of -1 holder.
- The largest Merchants Bancorp buyer in Q4 2024 was Elser Financial Planning, an estimated $1.1B added.
- The largest Merchants Bancorp seller in Q4 2024 was Federated Hermes, an estimated $9.9M sold.
Based on aggregated 13F filings for Q4 2024.