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MCHB

Mechanics Bancorp

134 hedge funds and large institutions have $552M invested in Mechanics Bancorp in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 131134 (+3)

2.01% more ownership

Funds ownership: 80.59%82.59% (+2%)

14% less capital invested

Capital invested by funds: $646M → $552M (-$93.3M)

36% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 55

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
35
Reduced
55
Closed
13
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.42M -$754K -27,194 -14%
Charles Schwab
27
Charles Schwab
California
$3.9M -$309K -11,151 -7%
N
28
Nuveen
North Carolina
$3.83M -$145K -5,230 -4%
CAM
29
Congress Asset Management
Massachusetts
$3.81M +$1.31M +47,330 +51%
FP
30
Foundry Partners
Minnesota
$3.41M -$279K -10,060 -7%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$2.9M +$135K +4,876 +5%
Invesco
32
Invesco
Georgia
$2.73M -$160K -5,778 -5%
Morgan Stanley
33
Morgan Stanley
New York
$2.44M -$1.87M -67,461 -43%
PPA
34
Parametric Portfolio Associates
Washington
$2.44M +$441K +15,883 +22%
Prudential Financial
35
Prudential Financial
New Jersey
$2.4M +$1.21M +43,544 +98%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.15M -$18.6K -669 -0.8%
PI
37
Putnam Investments
Massachusetts
$2.03M -$610K -22,000 -23%
EVM
38
Eaton Vance Management
Massachusetts
$2M -$63.4K -2,287 -3%
Victory Capital Management
39
Victory Capital Management
Texas
$1.85M +$369K +13,303 +24%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.7M +$74.9K +2,700 +5%
Squarepoint
41
Squarepoint
New York
$1.7M +$1.29M +46,564 +299%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.69M +$384K +13,847 +29%
EMFAT
43
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.63M
Bank of America
44
Bank of America
North Carolina
$1.63M +$209K +7,533 +14%
Legal & General Group
45
Legal & General Group
United Kingdom
$1.6M -$122K -4,413 -7%
Millennium Management
46
Millennium Management
New York
$1.54M +$1.56M +56,319 New
Goldman Sachs
47
Goldman Sachs
New York
$1.49M +$663K +23,897 +78%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.3M
Barclays
49
Barclays
United Kingdom
$1.28M +$92.1K +3,320 +8%
VRS
50
Virginia Retirement Systems
Virginia
$1.16M +$144K +5,200 +14%

MCHB Hedge Fund Activity: Q3 2019 in Review

134 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q3 2019, worth a combined $552M — down 14% from $646M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MCHB positions and 13 closed out — a net gain of 3 holders — while 35 added to existing stakes and 55 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.3M. The largest seller was Boston Partners, cutting an estimated $25.7M.

  • 134 institutional investors held Mechanics Bancorp (MCHB) as of Q3 2019, up from 131 in Q2 2019.
  • Funds reported $552M of Mechanics Bancorp stock for Q3 2019, down 14% quarter-over-quarter.
  • 16 funds opened new Mechanics Bancorp positions in Q3 2019 and 13 closed out, a net change of +3 holders.
  • The largest Mechanics Bancorp buyer in Q3 2019 was Arrowstreet Capital, an estimated $4.3M added.
  • The largest Mechanics Bancorp seller in Q3 2019 was Boston Partners, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2019.