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MCHB

Mechanics Bancorp

146 hedge funds and large institutions have $624M invested in Mechanics Bancorp in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $855K | Put options by funds: $241K

58% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 43

1.2% more ownership

Funds ownership: 82.61%83.8% (+1.2%)

1% more capital invested

Capital invested by funds: $621M → $624M (+$3.78M)

8% less funds holding

Funds holding: 158146 (-12)

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
68
Reduced
43
Closed
21
Calls
$855K
Puts
$241K
Net Calls
+$614K
Net Calls Change
+$883K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$5.71M +$406K +14,899 +8%
NAP
27
New Amsterdam Partners
New York
$4.94M -$552K -20,298 -10%
BCM
28
BHZ Capital Management
California
$4.67M +$907K +33,310 +25%
SO
29
STRS Ohio
Ohio
$4.57M -$269K -9,900 -6%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$4.52M -$117K -4,291 -3%
LSV Asset Management
31
LSV Asset Management
Illinois
$4.35M
JP Morgan Chase
32
JP Morgan Chase
New York
$4.33M -$1.7M -62,367 -28%
Millennium Management
33
Millennium Management
New York
$4.18M +$4.11M +151,038 New
CRC
34
Curi RMB Capital
Illinois
$4.13M +$307K +11,278 +8%
Invesco
35
Invesco
Georgia
$3.78M +$397K +14,602 +12%
Charles Schwab
36
Charles Schwab
California
$3.54M +$712K +26,155 +26%
Goldman Sachs
37
Goldman Sachs
New York
$3.46M +$466K +17,114 +16%
SCP
38
Seizert Capital Partners
Michigan
$3.27M +$62.7K +2,305 +2%
BCM
39
Bridgeway Capital Management
Texas
$3.07M
Russell Investments Group
40
Russell Investments Group
United Kingdom
$2.82M +$2.56M +94,143 +1,239%
QI
41
QS Investors
New York
$2.79M +$626 +23 +0%
Wells Fargo
42
Wells Fargo
California
$2.77M +$463K +17,023 +20%
CCMH
43
Cornerstone Capital Management Holdings
New York
$2.7M -$4.3M -158,000 -62%
TCIM
44
TIAA CREF Investment Management
New York
$2.57M
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$2.57M -$279K -10,241 -10%
Citigroup
46
Citigroup
New York
$2.55M +$1.61M +59,333 +181%
AQR Capital Management
47
AQR Capital Management
Connecticut
$2.5M -$532K -19,540 -18%
Prudential Financial
48
Prudential Financial
New Jersey
$2.48M -$168K -6,180 -6%
Fisher Asset Management
49
Fisher Asset Management
Washington
$2.4M +$527K +19,364 +29%
MAM
50
Martingale Asset Management
Massachusetts
$2.34M +$2.3M +84,411 New

MCHB Hedge Fund Activity: Q2 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q2 2017, worth a combined $624M — up 0.61% from $621M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MCHB and 9 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 68 added.

The largest buyer was Victory Capital Management, adding an estimated $12.1M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $12.5M sold.

  • 146 institutional investors held Mechanics Bancorp (MCHB) as of Q2 2017, down from 158 in Q1 2017.
  • Funds reported $624M of Mechanics Bancorp stock for Q2 2017, up 0.61% quarter-over-quarter.
  • 9 funds opened new Mechanics Bancorp positions in Q2 2017 and 21 closed out, a net change of -12 holders.
  • The largest Mechanics Bancorp buyer in Q2 2017 was Victory Capital Management, an estimated $12.1M added.
  • The largest Mechanics Bancorp seller in Q2 2017 was Philadelphia Financial Management of San Francisco, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2017.