Mechanics Bancorp
MCHB
105 hedge funds and large institutions have $234M invested in Mechanics Bancorp in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
41% more capital invested
Capital invested by funds: $166M → $234M (+$67.9M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3% more funds holding
Funds holding: 102 → 105 (+3)
1.84% more ownership
Funds ownership: 75.42% → 77.26% (+1.8%)
5% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 37
65% less call options, than puts
Call options by funds: $88K | Put options by funds: $248K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.96M |
| 2 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$4.85M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.38M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$991K |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$982K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$2.92M |
| 2 |
MAP
Madison Avenue Partners
New York
|
-$2.75M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$1.8M |
| 4 |
SC
Shay Capital
New York
|
-$1.17M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$898K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
101
Sterling Capital Management
Charlotte,
North Carolina
| $914 | +$827 | +58 | New |
|
|
TWD
102
True Wealth Design
Akron,
Ohio
| $284 | +$257 | +18 | New |
|
|
CPA
103
Capital Performance Advisors
Walnut Creek,
California
| $205 | +$185 | +13 | New |
|
|
RIL
104
Rothschild Investment LLC
Chicago,
Illinois
| $158 | – | – | – |
|
|
HNB
105
Huntington National Bank
Columbus,
Ohio
| $16 | – | – | – |
|
|
FL
106
Fourthstone LLC
St Louis,
Missouri
| – | -$2.92M | -256,505 | Closed |
|
|
MAP
107
Madison Avenue Partners
New York
| – | -$2.75M | -240,903 | Closed |
|
108
Stifel Financial
St. Louis,
Missouri
| – | -$296K | -25,975 | Closed |
|
|
GCM
109
Graham Capital Management
Rowayton,
Connecticut
| – | -$171K | -15,014 | Closed |
|
110
Squarepoint
New York
| – | -$122K | -10,686 | Closed |
|
111
Neuberger Berman Group
New York
| – | -$118K | -10,368 | Closed |
|
|
TA
112
Teton Advisors
Rye,
New York
| – | -$114K | -10,000 | Closed |
|
MCHB Hedge Fund Activity: Q3 2024 in Review
105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q3 2024, worth a combined $234M — up 41% from $166M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MCHB positions and 7 closed out — a net gain of 3 holders — while 35 added to existing stakes and 37 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $7.96M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $2.92M sold.
- 105 institutional investors held Mechanics Bancorp (MCHB) as of Q3 2024, up from 102 in Q2 2024.
- Funds reported $234M of Mechanics Bancorp stock for Q3 2024, up 41% quarter-over-quarter.
- 10 funds opened new Mechanics Bancorp positions in Q3 2024 and 7 closed out, a net change of +3 holders.
- The largest Mechanics Bancorp buyer in Q3 2024 was Wellington Management Group, an estimated $7.96M added.
- The largest Mechanics Bancorp seller in Q3 2024 was Fourthstone LLC, an estimated $2.92M sold.
Based on aggregated 13F filings for Q3 2024.