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MCHB

Mechanics Bancorp

100 hedge funds and large institutions have $252M invested in Mechanics Bancorp in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 5

475% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 8

52% more capital invested

Capital invested by funds: $166M → $252M (+$86.6M)

33% more funds holding

Funds holding: 75100 (+25)

Holders
100
Holders Change
+25
Holders Change %
+33.33%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
46
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$39.5M +$12.7M +721,258 +50%
BIT
2
BlackRock Institutional Trust
California
$16.3M -$4.41M -249,900 -22%
AFG
3
American Financial Group
Ohio
$15.7M
AllianceBernstein
4
AllianceBernstein
Tennessee
$13.5M -$347K -19,646 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.1M +$6.04M +342,438 +108%
BFA
6
BlackRock Fund Advisors
California
$11.1M +$3.41M +193,362 +47%
CP
7
Clover Partners
Texas
$9.31M +$8.97M +508,327 New
FVP
8
Firefly Value Partners
Pennsylvania
$8.46M +$8.15M +461,922 New
SCM
9
Schneider Capital Management
Pennsylvania
$7.74M +$1.54M +87,369 +26%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$6.95M +$4.85M +274,674 +263%
AC
11
Allstate Corporation
Illinois
$6.82M +$930K +52,700 +16%
Morgan Stanley
12
Morgan Stanley
New York
$6.54M +$5.88M +333,101 +1,379%
Ameriprise
13
Ameriprise
Minnesota
$6.54M +$5.67M +321,104 +1,284,416%
NIMC
14
NWQ Investment Management Company
California
$6.39M +$1.31M +74,063 +27%
State Street
15
State Street
Massachusetts
$5.04M +$1.68M +94,925 +53%
BA
16
BlackRock Advisors
Delaware
$4.55M -$183K -10,360 -4%
Northern Trust
17
Northern Trust
Illinois
$4.2M +$1.35M +76,723 +50%
CA
18
Continental Advisors
Utah
$4.05M
JP Morgan Chase
19
JP Morgan Chase
New York
$3.84M -$552K -31,278 -13%
FG
20
FSI Group
Ohio
$3.39M +$3.26M +184,803 New
Renaissance Technologies
21
Renaissance Technologies
New York
$3.38M +$3.25M +184,400 New
PCM
22
Pentwater Capital Management
Florida
$3.27M
KACA
23
Kayne Anderson Capital Advisors
California
$2.64M +$1.78M +100,700 +233%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.61M +$1.41M +79,835 +127%
PFMOSF
25
Philadelphia Financial Management of San Francisco
California
$2.53M +$2.44M +138,206 New

MCHB Hedge Fund Activity: Q1 2015 in Review

100 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q1 2015, worth a combined $252M — up 52% from $166M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MCHB positions and 5 closed out — a net gain of 25 holders — while 46 added to existing stakes and 8 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $12.7M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $13.3M sold.

  • 100 institutional investors held Mechanics Bancorp (MCHB) as of Q1 2015, up from 75 in Q4 2014.
  • Funds reported $252M of Mechanics Bancorp stock for Q1 2015, up 52% quarter-over-quarter.
  • 30 funds opened new Mechanics Bancorp positions in Q1 2015 and 5 closed out, a net change of +25 holders.
  • The largest Mechanics Bancorp buyer in Q1 2015 was Wellington Management Group, an estimated $12.7M added.
  • The largest Mechanics Bancorp seller in Q1 2015 was Basswood Capital Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2015.