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Merchants Bancorp

174 hedge funds and large institutions have $654M invested in Merchants Bancorp in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 55

11% more capital invested

Capital invested by funds: $589M → $654M (+$65.2M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0.05% more ownership

Funds ownership: 31.75%31.8% (+0.05%)

0% more funds holding

Funds holding: 174174 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

76% less call options, than puts

Call options by funds: $49K | Put options by funds: $202K

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
63
Reduced
55
Closed
26
Calls
$49K
Puts
$202K
Net Calls
-$153K
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$12.2K
PMAM
152
Picton Mahoney Asset Management
Ontario, Canada
$8K -$2.35K -53 -24%
GI
153
GAMMA Investing
California
$7.24K +$89 +2 +1%
AAP
154
Arax Advisory Partners
Colorado
$6.66K
SPIA
155
Steward Partners Investment Advisory
New York
$5.17K
SWC
156
Spectrum Wealth Counsel
Indiana
$4.63K
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$4.23K
CT
158
Colonial Trust
South Carolina
$3.7K +$3.68K +83 New
CPA
159
Capital Performance Advisors
California
$3.51K +$3.46K +78 New
PA
160
Parallel Advisors
California
$3.24K +$266 +6 +9%
TWD
161
True Wealth Design
Ohio
$2.92K +$2.88K +65 New
SCM
162
Sterling Capital Management
North Carolina
$2.79K +$2.75K +62 New
CAM
163
ClariVest Asset Management
California
$2.19K
LC
164
Lindbrook Capital
California
$2.16K
C
165
Covestor
United Kingdom
$2K -$266 -6 -15%
AssetMark Inc
166
AssetMark Inc
California
$1.8K
ACM
167
Aster Capital Management
United Arab Emirates
$1.8K +$1.77K +40 New
RIL
168
Rothschild Investment LLC
Illinois
$1.12K +$222 +5 +25%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$856
BGAI
170
Bruce G. Allen Investments
Colorado
$495 +$488 +11 New
AF
171
Allworth Financial
California
$225 +$222 +5 New
AP
172
Atwood & Palmer
Missouri
$45
FFA
173
Farther Finance Advisors
California
$45 +$44 +1 New
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$45 +$44 +1 New
FCM
175
FJ Capital Management
Virginia
-$11.2M -276,472 Closed

MBIN Hedge Fund Activity: Q3 2024 in Review

174 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancorp (MBIN) for Q3 2024, worth a combined $654M — up 11% from $589M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MBIN positions and 26 closed out — a net gain of 1 holder — while 63 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $20.3M. The largest seller was JP Morgan Chase, cutting an estimated $12.3M.

  • 174 institutional investors held Merchants Bancorp (MBIN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $654M of Merchants Bancorp stock for Q3 2024, up 11% quarter-over-quarter.
  • 27 funds opened new Merchants Bancorp positions in Q3 2024 and 26 closed out, a net change of +1 holder.
  • The largest Merchants Bancorp buyer in Q3 2024 was Invesco, an estimated $20.3M added.
  • The largest Merchants Bancorp seller in Q3 2024 was JP Morgan Chase, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2024.