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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
MAM
126
Meeder Asset Management
Ohio
$13K -$33.6K -1,212 -71%
VCM
127
Versant Capital Management
Arizona
$13K
QI
128
QS Investors
New York
$11K
Fidelity Investments
129
Fidelity Investments
Massachusetts
$10K
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$8K +$8.32K +300 New
SWA
131
Sutton Wealth Advisors
Florida
$5.98K +$6.08K +219 New
GI
132
Gradient Investments
Minnesota
$5K
TWA
133
TCI Wealth Advisors
Arizona
$1K
GT
134
Glenmede Trust
Pennsylvania
$7 -$277 -10 -4%
CAM
135
Crown Advisors Management
California
-$2.96M -100,000 Closed
SCP
136
Seizert Capital Partners
Michigan
-$2.74M -92,437 Closed
PM
137
Precept Management
Texas
-$2.37M -80,000 Closed
LSC
138
Lyon Street Capital
California
-$1.23M -41,500 Closed
Canada Life
139
Canada Life
Manitoba, Canada
-$1.02M -34,402 Closed
CSS
140
Cubist Systematic Strategies
Connecticut
-$585K -19,728 Closed
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
-$273K -9,200 Closed
AG
142
Aperio Group
California
-$263K -8,863 Closed
AssetMark Inc
143
AssetMark Inc
California
-$87K -2,929 Closed
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
-$15K -500 Closed
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
-$2K -66 Closed
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
-$2K -52 Closed

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.