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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
PHK
126
Point72 Hong Kong
Hong Kong
$60K +$54.9K +1,775 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$46K +$10.4K +335 +33%
Federated Hermes
128
Federated Hermes
Pennsylvania
$36K +$32.3K +1,045 New
FCMT
129
Founders Capital Management (Texas)
Texas
$34K
MOACM
130
Mutual of America Capital Management
New York
$30K -$990 -32 -4%
LIA
131
LS Investment Advisors
Michigan
$28K
NFG
132
Next Financial Group
Texas
$21K +$3.13K +101 +20%
MAM
133
Meeder Asset Management
Ohio
$17K
VCM
134
Versant Capital Management
Arizona
$16K -$557 -18 -4%
QI
135
QS Investors
New York
$14K
TRCT
136
Tower Research Capital (TRC)
New York
$14K +$12.5K +404 New
IFAM
137
Institutional & Family Asset Management
Colorado
$14K +$13.1K +423 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$12K
GT
139
Glenmede Trust
Pennsylvania
$12K +$3.25K +105 +40%
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$10K
SWA
141
Sutton Wealth Advisors
Florida
$7.45K
GI
142
Gradient Investments
Minnesota
$6K
PCM
143
Prelude Capital Management
New York
$2K +$1.42K +46 New
TWA
144
TCI Wealth Advisors
Arizona
$1K
ADL
145
Asset Dedication LLC
California
$1K +$805 +26 New
ICOM
146
Investment Counselors of Maryland
Maryland
-$21.6M -789,421 Closed
SCM
147
Schneider Capital Management
Pennsylvania
-$6.83M -250,038 Closed
Millennium Management
148
Millennium Management
New York
-$1.54M -56,319 Closed
Assenagon Asset Management
149
Assenagon Asset Management
Luxembourg
-$1.12M -40,942 Closed
AL
150
AJO LP
Pennsylvania
-$505K -18,497 Closed

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.