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MetroCity Bankshares

55 hedge funds and large institutions have $92.9M invested in MetroCity Bankshares in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

7% more capital invested

Capital invested by funds: $87M → $92.9M (+$5.93M)

6% more funds holding

Funds holding: 5255 (+3)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

0.67% less ownership

Funds ownership: 19.34%18.67% (-0.67%)

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
20
Closed
2
Calls
$19K
Puts
Net Calls
+$19K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$24.2M -$630K -31,619 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.6M -$1.25M -62,955 -7%
State Street
3
State Street
Massachusetts
$7.66M -$111K -5,588 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.25M +$317K +15,915 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.97M +$623K +31,262 +11%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.68M +$50.9K +2,557 +1%
Northern Trust
7
Northern Trust
Illinois
$3.15M +$78.7K +3,949 +3%
Charles Schwab
8
Charles Schwab
California
$2.72M +$89.7K +4,502 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.66M -$216K -10,840 -7%
American Century Companies
10
American Century Companies
Missouri
$1.89M -$159 -8 -0%
Morgan Stanley
11
Morgan Stanley
New York
$1.71M -$65.2K -3,274 -4%
CIA
12
Cape Investment Advisory
Georgia
$1.5M
N
13
Nuveen
North Carolina
$1.26M -$8.03K -403 -0.6%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.17M -$299 -15 -0%
BCM
15
Bridgeway Capital Management
Texas
$924K +$59.8K +3,002 +7%
Swiss National Bank
16
Swiss National Bank
Switzerland
$806K
EF
17
Empowered Funds
Pennsylvania
$741K +$59.8K +3,002 +9%
Goldman Sachs
18
Goldman Sachs
New York
$709K -$183K -9,201 -20%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$541K +$2.47K +124 +0.5%
Invesco
20
Invesco
Georgia
$444K +$10.2K +514 +2%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$409K -$37.4K -1,877 -8%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$400K -$65.8K -3,300 -14%
CS
23
Credit Suisse
Switzerland
$338K +$32.3K +1,621 +10%
Bank of America
24
Bank of America
North Carolina
$326K +$72.6K +3,646 +28%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$282K -$71.2K -3,571 -20%

MCBS Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MetroCity Bankshares (MCBS) for Q3 2023, worth a combined $92.9M — up 6.8% from $87M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MCBS positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $623K. The largest seller was Vanguard Group, cutting an estimated $1.25M.

  • 55 institutional investors held MetroCity Bankshares (MCBS) as of Q3 2023, up from 52 in Q2 2023.
  • Funds reported $92.9M of MetroCity Bankshares stock for Q3 2023, up 6.8% quarter-over-quarter.
  • 6 funds opened new MetroCity Bankshares positions in Q3 2023 and 2 closed out, a net change of +4 holders.
  • The largest MetroCity Bankshares buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $623K added.
  • The largest MetroCity Bankshares seller in Q3 2023 was Vanguard Group, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2023.