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Mercantile Bank Corp

128 hedge funds and large institutions have $278M invested in Mercantile Bank Corp in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $30K | Put options by funds: $3K

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

7% more capital invested

Capital invested by funds: $260M → $278M (+$17.6M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.33% more ownership

Funds ownership: 56.51%56.84% (+0.33%)

2% less funds holding

Funds holding: 130128 (-2)

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
50
Reduced
37
Closed
14
Calls
$30K
Puts
$3K
Net Calls
+$27K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$580K -$8.57K -256 -1%
SO
52
STRS Ohio
Ohio
$568K
PAM
53
Panagora Asset Management
Massachusetts
$560K -$621K -18,549 -50%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$544K +$3.05K +91 +0.5%
RIA
55
Regal Investment Advisors
Michigan
$527K +$1.14K +34 +0.2%
KCM
56
Kennedy Capital Management
Missouri
$496K +$543K +16,206 New
NYLIM
57
New York Life Investment Management
New York
$473K +$518K +15,469 New
Barclays
58
Barclays
United Kingdom
$456K +$176K +5,244 +54%
Teacher Retirement System of Texas
59
Teacher Retirement System of Texas
Texas
$431K +$95.1K +2,840 +25%
FNBOO
60
First National Bank of Omaha
Nebraska
$398K -$17.5K -522 -4%
MAM
61
Martingale Asset Management
Massachusetts
$392K +$20.2K +603 +5%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$384K +$420K +12,545 New
FCI
63
Financial Counselors Inc
Kansas
$377K
CS
64
Credit Suisse
Switzerland
$376K +$134 +4 +0%
HWAM
65
Hennion & Walsh Asset Management
New Jersey
$372K +$36.6K +1,094 +10%
BCM
66
BHZ Capital Management
California
$345K -$565K -16,867 -60%
Creative Planning
67
Creative Planning
Kansas
$326K +$27.2K +813 +8%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$295K -$107K -3,194 -25%
SCP
69
Seizert Capital Partners
Michigan
$294K -$75.9K -2,266 -19%
Deutsche Bank
70
Deutsche Bank
Germany
$292K +$103K +3,079 +48%
ACIM
71
Azimuth Capital Investment Management
Michigan
$281K
Citadel Advisors
72
Citadel Advisors
Florida
$279K +$306K +9,135 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$269K -$13.4K -400 -4%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$264K +$185K +5,525 +177%
UBS AM
75
UBS AM
Illinois
$260K +$285K +8,502 New

MBWM Hedge Fund Activity: Q1 2023 in Review

128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mercantile Bank Corp (MBWM) for Q1 2023, worth a combined $278M — up 6.8% from $260M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MBWM positions and 14 closed out — a net gain of 1 holder — while 50 added to existing stakes and 37 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $2.9M. The largest seller was Stieven Capital Advisors, cutting an estimated $1.77M.

  • 128 institutional investors held Mercantile Bank Corp (MBWM) as of Q1 2023, down from 130 in Q4 2022.
  • Funds reported $278M of Mercantile Bank Corp stock for Q1 2023, up 6.8% quarter-over-quarter.
  • 15 funds opened new Mercantile Bank Corp positions in Q1 2023 and 14 closed out, a net change of +1 holder.
  • The largest Mercantile Bank Corp buyer in Q1 2023 was Mercer Global Advisors, an estimated $2.9M added.
  • The largest Mercantile Bank Corp seller in Q1 2023 was Stieven Capital Advisors, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2023.