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MCHB

Mechanics Bancorp

121 hedge funds and large institutions have $326M invested in Mechanics Bancorp in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

29% more capital invested

Capital invested by funds: $252M → $326M (+$74.1M)

21% more funds holding

Funds holding: 100121 (+21)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
+21
Holders Change %
+21%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
38
Reduced
35
Closed
13
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$38.9M -$9.82M -454,476 -21%
BIT
2
BlackRock Institutional Trust
California
$21.4M +$1.07M +49,559 +6%
JP Morgan Chase
3
JP Morgan Chase
New York
$16.6M +$11.2M +517,693 +247%
AllianceBernstein
4
AllianceBernstein
Tennessee
$15.6M -$1.17M -54,390 -7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.6M +$468K +21,681 +3%
BFA
6
BlackRock Fund Advisors
California
$12.9M -$919K -42,555 -7%
Ameriprise
7
Ameriprise
Minnesota
$12.3M +$4.67M +216,123 +67%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$11.7M +$2.89M +133,615 +35%
AFG
9
American Financial Group
Ohio
$11.1M -$8.01M -370,934 -43%
Morgan Stanley
10
Morgan Stanley
New York
$8.63M +$451K +20,895 +6%
PFC
11
Phocas Financial Corp
California
$7.43M +$7.04M +325,827 New
State Street
12
State Street
Massachusetts
$7.38M +$1.04M +48,115 +17%
CP
13
Clover Partners
Texas
$7.23M -$4.14M -191,495 -38%
NIMC
14
NWQ Investment Management Company
California
$7.15M -$774K -35,815 -10%
SCM
15
Schneider Capital Management
Pennsylvania
$7.14M -$2.37M -109,588 -26%
BA
16
BlackRock Advisors
Delaware
$5.54M -$123K -5,686 -2%
AC
17
Allstate Corporation
Illinois
$5.37M -$2.96M -136,976 -37%
Northern Trust
18
Northern Trust
Illinois
$5.09M -$140K -6,482 -3%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.08M +$828K +38,343 +21%
ICOM
20
Investment Counselors of Maryland
Maryland
$5.05M +$4.78M +221,500 New
NAP
21
New Amsterdam Partners
New York
$5.04M +$4.77M +220,792 New
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$4.83M +$4.58M +211,851 New
CC
23
Consector Capital
New York
$3.91M +$1.91M +88,600 +107%
AL
24
AJO LP
Pennsylvania
$3.87M +$811K +37,560 +28%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.39M +$714K +33,075 +29%

MCHB Hedge Fund Activity: Q2 2015 in Review

121 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q2 2015, worth a combined $326M — up 29% from $252M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MCHB positions and 13 closed out — a net gain of 22 holders — while 38 added to existing stakes and 35 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.2M. The largest seller was Wellington Management Group, cutting an estimated $9.82M.

  • 121 institutional investors held Mechanics Bancorp (MCHB) as of Q2 2015, up from 100 in Q1 2015.
  • Funds reported $326M of Mechanics Bancorp stock for Q2 2015, up 29% quarter-over-quarter.
  • 35 funds opened new Mechanics Bancorp positions in Q2 2015 and 13 closed out, a net change of +22 holders.
  • The largest Mechanics Bancorp buyer in Q2 2015 was JP Morgan Chase, an estimated $11.2M added.
  • The largest Mechanics Bancorp seller in Q2 2015 was Wellington Management Group, an estimated $9.82M sold.

Based on aggregated 13F filings for Q2 2015.