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MetroCity Bankshares
MCBS

61 hedge funds and large institutions have $130M invested in MetroCity Bankshares in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 60 → 61 (+1)

4% more capital invested

Capital invested by funds: $125M → $130M (+$4.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.02% less ownership

Funds ownership: 20.72% → 20.7% (-0.02%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
19
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$1.03M
2
CWM
Cahaba Wealth Management
Georgia
+$955K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$519K
4
JP Morgan Chase
JP Morgan Chase
New York
+$378K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$355K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.57M
2
BlackRock
BlackRock
New York
-$1.24M
3
Barclays
Barclays
United Kingdom
-$297K
4
Bank of America
Bank of America
North Carolina
-$289K
5
Jane Street
Jane Street
New York
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$32.7M -$1.24M -51,785 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.5M +$355K +14,868 +2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$9.92M +$266K +11,122 +3%
State Street
4
State Street
Massachusetts
$9.83M +$218K +9,143 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.69M +$519K +21,753 +7%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.72M -$62.2K -2,603 -1%
Northern Trust
7
Northern Trust
Illinois
$4M -$44K -1,844 -1%
American Century Companies
8
American Century Companies
Missouri
$3.85M +$1.03M +43,217 +39%
Charles Schwab
9
Charles Schwab
California
$3.6M +$131K +5,480 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.02M -$113K -4,738 -4%
Morgan Stanley
11
Morgan Stanley
New York
$2M -$3.57M -149,605 -65%
DLP
12
De Lisle Partners
United Kingdom
$1.98M +$1.89M +79,249 New
CIA
13
Cape Investment Advisory
Georgia
$1.9M – – –
N
14
Nuveen
North Carolina
$1.62M – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$1.45M +$215 +9 +0%
BCM
16
Bridgeway Capital Management
Texas
$1.35M +$79.4K +3,325 +7%
Invesco
17
Invesco
Georgia
$1.17M +$261K +10,932 +31%
EF
18
Empowered Funds
Pennsylvania
$1.11M +$79.4K +3,325 +8%
CWM
19
Cahaba Wealth Management
Georgia
$998K +$955K +40,000 New
Swiss National Bank
20
Swiss National Bank
Switzerland
$933K – – –
JP Morgan Chase
21
JP Morgan Chase
New York
$863K +$378K +15,845 +85%
SHFA
22
Sherrill & Hutchins Financial Advisory
Georgia
$740K – – –
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$701K +$17.3K +724 +3%
Goldman Sachs
24
Goldman Sachs
New York
$585K -$244K -10,230 -30%
UBS Group
25
UBS Group
Switzerland
$515K -$50.5K -2,114 -9%
1
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MCBS Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MetroCity Bankshares (MCBS) for Q1 2024, worth a combined $130M — up 3.8% from $125M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MCBS positions and 4 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.03M. The largest seller was Morgan Stanley, cutting an estimated $3.57M.

  • 61 institutional investors held MetroCity Bankshares (MCBS) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $130M of MetroCity Bankshares stock for Q1 2024, up 3.8% quarter-over-quarter.
  • 5 funds opened new MetroCity Bankshares positions in Q1 2024 and 4 closed out, a net change of +1 holder.
  • The largest MetroCity Bankshares buyer in Q1 2024 was American Century Companies, an estimated $1.03M added.
  • The largest MetroCity Bankshares seller in Q1 2024 was Morgan Stanley, an estimated $3.57M sold.

Based on aggregated 13F filings for Q1 2024.