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MCHB

Mechanics Bancorp
MCHB

131 hedge funds and large institutions have $581M invested in Mechanics Bancorp in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $466M → $581M (+$114M)

6% more funds holding

Funds holding: 124 → 131 (+7)

0.24% more ownership

Funds ownership: 81.1% → 81.34% (+0.24%)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
43
Reduced
47
Closed
11
Calls
$613K
Puts
–
Net Calls
+$613K
Net Calls Change
+$613K

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$11.1M
2
SCA
Stieven Capital Advisors
Missouri
+$5.73M
3
Boston Partners
Boston Partners
Massachusetts
+$5.67M
4
MCM
Maltese Capital Management
New York
+$5.06M
5
Millennium Management
Millennium Management
New York
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$20.1M
2
NIMC
NWQ Investment Management Company
California
-$9.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.76M
4
MAM
Martingale Asset Management
Massachusetts
-$3.12M
5
Morgan Stanley
Morgan Stanley
New York
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
126
Wealthspire Advisors (Maryland)
Maryland
$2K +$779 +30 +65%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$1K -$13K -500 -91%
TWA
128
TCI Wealth Advisors
Arizona
$1K – – –
Simplex Trading
129
Simplex Trading
Illinois
$1K +$1.74K +67 New
GT
130
Glenmede Trust
Pennsylvania
$7 -$753 -29 -10%
ZIM
131
Zacks Investment Management
Illinois
– -$627K -29,540 Closed
VRS
132
Virginia Retirement Systems
Virginia
– -$490K -23,100 Closed
TI
133
Trexquant Investment
Connecticut
– -$345K -16,258 Closed
Los Angeles Capital Management
134
Los Angeles Capital Management
California
– -$300K -14,143 Closed
SRAM
135
Stone Ridge Asset Management
New York
– -$252K -11,873 Closed
SWA
136
Sutton Wealth Advisors
Florida
– -$10.7K -505 Closed
MNBTD
137
Moody National Bank Trust Division
Texas
– -$4K -171 Closed
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
– -$3K -137 Closed
JA
139
JOYN Advisors
Georgia
– -$2K -84 Closed
Federated Hermes
140
Federated Hermes
Pennsylvania
– -$1K -61 Closed
FGAM
141
Financial Gravity Asset Management
Texas
– +$337 +13 New
2 3 4 5
6

MCHB Hedge Fund Activity: Q1 2019 in Review

131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q1 2019, worth a combined $581M — up 25% from $466M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MCHB positions and 11 closed out — a net gain of 8 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $11.1M. The largest seller was Victory Capital Management, cutting an estimated $20.1M.

  • 131 institutional investors held Mechanics Bancorp (MCHB) as of Q1 2019, up from 124 in Q4 2018.
  • Funds reported $581M of Mechanics Bancorp stock for Q1 2019, up 25% quarter-over-quarter.
  • 19 funds opened new Mechanics Bancorp positions in Q1 2019 and 11 closed out, a net change of +8 holders.
  • The largest Mechanics Bancorp buyer in Q1 2019 was Russell Investments Group, an estimated $11.1M added.
  • The largest Mechanics Bancorp seller in Q1 2019 was Victory Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2019.