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MCHB

Mechanics Bancorp

145 hedge funds and large institutions have $697M invested in Mechanics Bancorp in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $552M → $697M (+$145M)

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

8% more funds holding

Funds holding: 134145 (+11)

1.23% more ownership

Funds ownership: 82.59%83.82% (+1.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
145
Holders Change
+11
Holders Change %
+8.21%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
50
Reduced
45
Closed
14
Calls
$323K
Puts
Net Calls
+$323K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$1.61M +$7.77K +251 +0.5%
Bank of America
52
Bank of America
North Carolina
$1.57M -$411K -13,269 -22%
Swiss National Bank
53
Swiss National Bank
Switzerland
$1.51M -$102K -3,300 -7%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$1.41M +$25.9K +838 +2%
WG
55
Winton Group
United Kingdom
$1.41M +$336K +10,862 +35%
3C
56
361 Capital
Colorado
$1.37M +$1.24M +40,168 New
SEI Investments
57
SEI Investments
Pennsylvania
$1.35M +$86.4K +2,791 +8%
Ensign Peak Advisors
58
Ensign Peak Advisors
Utah
$1.34M +$1.22M +39,318 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.26M +$4.64K +150 +0.4%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$1.22M -$24.8K -800 -2%
VRS
61
Virginia Retirement Systems
Virginia
$1.19M -$229K -7,400 -17%
Fisher Asset Management
62
Fisher Asset Management
Washington
$1.18M
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.17M -$21.4K -692 -2%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$1.16M +$335K +10,818 +46%
OAM
65
Oxford Asset Management
United Kingdom
$1.09M +$995K +32,152 New
Canada Life
66
Canada Life
Manitoba, Canada
$1.04M +$958K +30,952 New
UBS Group
67
UBS Group
Switzerland
$1.04M +$403K +13,020 +74%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
68
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.04M +$947K +30,600 New
TA
69
Teton Advisors
New York
$1.02M
TSW
70
Thompson Siegel & Walmsley
Virginia
$1.01M -$104K -3,375 -10%
Stifel Financial
71
Stifel Financial
Missouri
$964K +$189K +6,098 +27%
BPM
72
Bowling Portfolio Management
Ohio
$939K +$855K +27,624 New
CS
73
Credit Suisse
Switzerland
$934K +$54.2K +1,753 +7%
AIMCA
74
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$870K +$792K +25,600 New
UBS AM
75
UBS AM
Illinois
$824K +$30.5K +987 +4%

MCHB Hedge Fund Activity: Q4 2019 in Review

145 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q4 2019, worth a combined $697M — up 26% from $552M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MCHB positions and 14 closed out — a net gain of 16 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $13.3M. The largest seller was Investment Counselors of Maryland, exiting entirely with an estimated $21.6M sold.

  • 145 institutional investors held Mechanics Bancorp (MCHB) as of Q4 2019, up from 134 in Q3 2019.
  • Funds reported $697M of Mechanics Bancorp stock for Q4 2019, up 26% quarter-over-quarter.
  • 30 funds opened new Mechanics Bancorp positions in Q4 2019 and 14 closed out, a net change of +16 holders.
  • The largest Mechanics Bancorp buyer in Q4 2019 was Russell Investments Group, an estimated $13.3M added.
  • The largest Mechanics Bancorp seller in Q4 2019 was Investment Counselors of Maryland, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2019.