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MBVT

Merchants Bancshares Inc
MBVT

Delisted

MBVT was delisted on the 12th of May, 2017.

69 hedge funds and large institutions have $72.2M invested in Merchants Bancshares Inc in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

28% more capital invested

Capital invested by funds: $56.2M → $72.2M (+$16M)

17% more funds holding

Funds holding: 5969 (+10)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
21
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$10.5M -$736K -23,998 -7%
BIT
2
BlackRock Institutional Trust
California
$7.98M +$251K +8,187 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.19M +$154K +5,029 +2%
BFA
4
BlackRock Fund Advisors
California
$5.38M -$115K -3,734 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.67M +$101K +3,303 +2%
Northern Trust
6
Northern Trust
Illinois
$2.87M +$30.2K +984 +1%
CCM
7
Castine Capital Management
Massachusetts
$2.76M
State Street
8
State Street
Massachusetts
$2.71M +$26K +846 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$2.08M +$534K +17,400 +39%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.81M +$85.9K +2,800 +5%
CYG
11
Clean Yield Group
Vermont
$1.81M +$1.66M +54,118 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.58M +$53.6K +1,748 +4%
CIC
13
Crawford Investment Counsel
Georgia
$1.51M +$1.38M +45,098 New
MPAM
14
Monarch Partners Asset Management
Massachusetts
$1.37M +$1.25M +40,809 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.32M +$205K +6,675 +20%
BCM
16
Bridgeway Capital Management
Texas
$1.14M
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.09M -$6.14K -200 -0.6%
LBS
18
Lawrence B. Seidman
$1.08M +$994K +32,400 New
PSC
19
Prentiss Smith & Co
Vermont
$975K -$466K -15,200 -34%
TCIM
20
TIAA CREF Investment Management
New York
$905K +$38.7K +1,260 +5%
Renaissance Technologies
21
Renaissance Technologies
New York
$874K +$252K +8,200 +46%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$805K +$737K +24,019 New
BIM
23
BlackRock Investment Management
Delaware
$650K -$14.3K -467 -2%
JP Morgan Chase
24
JP Morgan Chase
New York
$547K -$89.6K -2,919 -15%
NFA
25
Nationwide Fund Advisors
Ohio
$522K -$421K -13,716 -47%

MBVT Hedge Fund Activity: Q4 2013 in Review

69 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancshares Inc (MBVT) for Q4 2013, worth a combined $72.2M — up 28% from $56.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MBVT positions and 7 closed out — a net gain of 10 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Clean Yield Group, opening a new position worth an estimated $1.66M. The largest seller was Ameriprise, cutting an estimated $736K.

  • 69 institutional investors held Merchants Bancshares Inc (MBVT) as of Q4 2013, up from 59 in Q3 2013.
  • Funds reported $72.2M of Merchants Bancshares Inc stock for Q4 2013, up 28% quarter-over-quarter.
  • 17 funds opened new Merchants Bancshares Inc positions in Q4 2013 and 7 closed out, a net change of +10 holders.
  • The largest Merchants Bancshares Inc buyer in Q4 2013 was Clean Yield Group, an estimated $1.66M added.
  • The largest Merchants Bancshares Inc seller in Q4 2013 was Ameriprise, an estimated $736K sold.

Based on aggregated 13F filings for Q4 2013.