Mechanics Bancorp
MCHB
108 hedge funds and large institutions have $113M invested in Mechanics Bancorp in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 23 closing their positions.
28% more capital invested
Capital invested by funds: $88.7M → $113M (+$24.4M)
1.43% less ownership
Funds ownership: 76.55% → 75.12% (-1.4%)
4% less funds holding
Funds holding: 112 → 108 (-4)
17% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 23
27% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 41
80% less call options, than puts
Call options by funds: $264K | Put options by funds: $1.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$14.1M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
+$2.88M |
| 3 |
TAM
Terrapin Asset Management
Miami,
Florida
|
+$2.19M |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$1.78M |
| 5 |
AI
Acuitas Investments
Seattle,
Washington
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.68M |
| 2 |
Renaissance Technologies
New York
|
-$2.46M |
| 3 |
Millennium Management
New York
|
-$2.23M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.61M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIM
126
SummerHaven Investment Management
Stamford,
Connecticut
| – | -$80.5K | -13,599 | Closed |
|
|
ECM
127
Everence Capital Management
Goshen,
Indiana
| – | -$61K | -11,670 | Closed |
|
128
Janus Henderson Group
London,
United Kingdom
| – | -$65.5K | -11,075 | Closed |
|
|
EC
129
Elequin Capital
New York
| – | -$20.2K | -3,413 | Closed |
|
130
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$12.9K | -2,184 | Closed |
|
|
C
131
Covestor
London,
United Kingdom
| – | -$1K | -134 | Closed |
|
MCHB Hedge Fund Activity: Q3 2023 in Review
108 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q3 2023, worth a combined $113M — up 28% from $88.7M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of MCHB and 19 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 30 added.
The largest buyer was Fourthstone LLC, adding an estimated $14.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $4.68M.
- 108 institutional investors held Mechanics Bancorp (MCHB) as of Q3 2023, down from 112 in Q2 2023.
- Funds reported $113M of Mechanics Bancorp stock for Q3 2023, up 28% quarter-over-quarter.
- 19 funds opened new Mechanics Bancorp positions in Q3 2023 and 23 closed out, a net change of -4 holders.
- The largest Mechanics Bancorp buyer in Q3 2023 was Fourthstone LLC, an estimated $14.1M added.
- The largest Mechanics Bancorp seller in Q3 2023 was Dimensional Fund Advisors, an estimated $4.68M sold.
Based on aggregated 13F filings for Q3 2023.