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MetroCity Bankshares

67 hedge funds and large institutions have $142M invested in MetroCity Bankshares in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

10% more funds holding

Funds holding: 6167 (+6)

9% more capital invested

Capital invested by funds: $130M → $142M (+$12.1M)

5% more call options, than puts

Call options by funds: $58K | Put options by funds: $55K

0.7% more ownership

Funds ownership: 20.7%21.41% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
25
Reduced
18
Closed
4
Calls
$58K
Puts
$55K
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$36.1M +$1.44M +58,959 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$25.9M -$32.8K -1,347 -0.1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$11M +$507K +20,834 +5%
State Street
4
State Street
Massachusetts
$11M +$576K +23,645 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.61M +$385K +15,796 +5%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.91M -$130K -5,351 -2%
American Century Companies
7
American Century Companies
Missouri
$4.08M -$438 -18 -0%
Northern Trust
8
Northern Trust
Illinois
$4.06M -$156K -6,411 -4%
Charles Schwab
9
Charles Schwab
California
$3.83M +$18.8K +771 +0.5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.25M +$49.9K +2,049 +2%
Morgan Stanley
11
Morgan Stanley
New York
$2.1M -$11.3K -464 -0.6%
DLP
12
De Lisle Partners
United Kingdom
$2.08M
CIA
13
Cape Investment Advisory
Georgia
$2.01M
N
14
Nuveen
North Carolina
$1.72M
Osaic Holdings
15
Osaic Holdings
Arizona
$1.54M +$1.1K +45 +0.1%
BCM
16
Bridgeway Capital Management
Texas
$1.51M +$83.3K +3,420 +6%
EF
17
Empowered Funds
Pennsylvania
$1.27M +$83.3K +3,420 +8%
Goldman Sachs
18
Goldman Sachs
New York
$1.07M +$420K +17,236 +74%
Swiss National Bank
19
Swiss National Bank
Switzerland
$986K
Invesco
20
Invesco
Georgia
$859K -$346K -14,224 -30%
UBS AM
21
UBS AM
Illinois
$795K +$392K +16,105 +115%
CWM
22
Cahaba Wealth Management
Georgia
$792K -$244K -10,000 -25%
SHFA
23
Sherrill & Hutchins Financial Advisory
Georgia
$783K
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$741K -$292 -12 -0%
EWM
25
Empirical Wealth Management
Washington
$540K +$155K +6,385 +45%

MCBS Hedge Fund Activity: Q2 2024 in Review

67 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MetroCity Bankshares (MCBS) for Q2 2024, worth a combined $142M — up 9.3% from $130M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MCBS positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $1.44M. The largest seller was JP Morgan Chase, cutting an estimated $364K.

  • 67 institutional investors held MetroCity Bankshares (MCBS) as of Q2 2024, up from 61 in Q1 2024.
  • Funds reported $142M of MetroCity Bankshares stock for Q2 2024, up 9.3% quarter-over-quarter.
  • 11 funds opened new MetroCity Bankshares positions in Q2 2024 and 4 closed out, a net change of +7 holders.
  • The largest MetroCity Bankshares buyer in Q2 2024 was BlackRock, an estimated $1.44M added.
  • The largest MetroCity Bankshares seller in Q2 2024 was JP Morgan Chase, an estimated $364K sold.

Based on aggregated 13F filings for Q2 2024.