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MCHB

Mechanics Bancorp
MCHB

150 hedge funds and large institutions have $608M invested in Mechanics Bancorp in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

30% more call options, than puts

Call options by funds: $13K | Put options by funds: $10K

28% more capital invested

Capital invested by funds: $475M → $608M (+$134M)

6% more funds holding

Funds holding: 141 → 150 (+9)

1.38% more ownership

Funds ownership: 81.04% → 82.42% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

34% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 64

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
42
Reduced
64
Closed
11
Calls
$13K
Puts
$10K
Net Calls
+$3K
Net Calls Change
+$21K

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$9.1M
2
N
Nuveen
North Carolina
+$7.86M
3
Morgan Stanley
Morgan Stanley
New York
+$4.72M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$2.55M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$8.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.56M
3
AL
AJO LP
Pennsylvania
-$3.3M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.39M
5
BlackRock
BlackRock
New York
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$101K – – –
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$99K – – –
MOACM
128
Mutual of America Capital Management
New York
$92K -$1.13K -35 -1%
TRCT
129
Tower Research Capital (TRC)
New York
$68K -$2.39M -74,362 -97%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$62K +$868 +27 +1%
AIP
131
Ameritas Investment Partners
Nebraska
$60K -$9.77K -304 -15%
FTDI
132
First Trust Direct Indexing
Massachusetts
$35K +$33.2K +1,033 New
FCMT
133
Founders Capital Management (Texas)
Texas
$34K +$32.1K +1,000 New
Schroder Investment Management Group
134
Schroder Investment Management Group
United Kingdom
$20K -$1.01M -31,385 -98%
VCM
135
Versant Capital Management
Arizona
$20K – – –
TSW
136
Thompson Siegel & Walmsley
Virginia
$19K – – –
NFG
137
Next Financial Group
Texas
$17K – – –
VCG
138
Vantage Consulting Group
Virginia
$17K +$15.9K +494 New
SIAG
139
Safeguard Investment Advisory Group
California
$15K +$14.3K +445 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$12K – – –
FPS
141
Fieldpoint Private Securities
Connecticut
$10K +$9.32K +290 New
QCG
142
Quadrant Capital Group
Ohio
$8K – – –
GI
143
Gradient Investments
Minnesota
$4K – – –
PFBT
144
Parkside Financial Bank & Trust
Missouri
$3K – – –
MAM
145
Meeder Asset Management
Ohio
$3K +$1.57K +49 +144%
TWA
146
TCI Wealth Advisors
Arizona
$2K – – –
PWPS
147
Pinnacle Wealth Planning Services
Ohio
$2K +$1.48K +46 New
TFO
148
Tarbox Family Office
California
$1K -$611 -19 -54%
US Bancorp
149
US Bancorp
Minnesota
$1K – – –
AIG
150
American International Group
New York
$487 -$31.6K -982 -6%
3 4 5
6
7

MCHB Hedge Fund Activity: Q4 2020 in Review

150 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q4 2020, worth a combined $608M — up 28% from $475M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MCHB positions and 11 closed out — a net gain of 10 holders — while 42 added to existing stakes and 64 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $9.1M. The largest seller was Russell Investments Group, cutting an estimated $8.8M.

  • 150 institutional investors held Mechanics Bancorp (MCHB) as of Q4 2020, up from 141 in Q3 2020.
  • Funds reported $608M of Mechanics Bancorp stock for Q4 2020, up 28% quarter-over-quarter.
  • 21 funds opened new Mechanics Bancorp positions in Q4 2020 and 11 closed out, a net change of +10 holders.
  • The largest Mechanics Bancorp buyer in Q4 2020 was LSV Asset Management, an estimated $9.1M added.
  • The largest Mechanics Bancorp seller in Q4 2020 was Russell Investments Group, an estimated $8.8M sold.

Based on aggregated 13F filings for Q4 2020.