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MCHB

Mechanics Bancorp

119 hedge funds and large institutions have $375M invested in Mechanics Bancorp in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $351M → $375M (+$23.9M)

3% more funds holding

Funds holding: 115119 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
51
Reduced
27
Closed
10
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$34M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.7M +$3.1M +154,669 +20%
NIMC
3
NWQ Investment Management Company
California
$18.6M -$84.8K -4,235 -0.5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$16.6M -$493K -24,630 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$15.8M -$350K -17,500 -2%
BIT
6
BlackRock Institutional Trust
California
$15.4M -$143K -7,133 -1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$15M +$428K +21,409 +3%
Ameriprise
8
Ameriprise
Minnesota
$14.7M -$1.77M -88,325 -11%
ICOM
9
Investment Counselors of Maryland
Maryland
$13.5M +$3.39M +169,542 +35%
BFA
10
BlackRock Fund Advisors
California
$13M +$803K +40,115 +7%
NC
11
Northpointe Capital
Michigan
$12.3M +$1.13M +56,683 +11%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1M +$50.3K +2,512 +0.4%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$9.97M +$3.72M +185,776 +63%
AFG
14
American Financial Group
Ohio
$9.89M -$229K -11,420 -2%
KCM
15
Kennedy Capital Management
Missouri
$9.8M +$2.36M +118,174 +33%
CP
16
Clover Partners
Texas
$8.36M +$1.68M +83,917 +26%
PFMOSF
17
Philadelphia Financial Management of San Francisco
California
$8M +$7.69M +384,386 New
State Street
18
State Street
Massachusetts
$7.95M +$276K +13,780 +4%
PFC
19
Phocas Financial Corp
California
$7.53M -$301K -15,051 -4%
UBS Group
20
UBS Group
Switzerland
$6.29M +$5.98M +298,846 +8,287%
Northern Trust
21
Northern Trust
Illinois
$5.39M +$258K +12,910 +5%
BA
22
BlackRock Advisors
Delaware
$5.2M -$1.03M -51,494 -17%
PI
23
Putnam Investments
Massachusetts
$4.46M +$879K +43,900 +26%
Morgan Stanley
24
Morgan Stanley
New York
$4.27M -$57.2K -2,858 -1%
SO
25
STRS Ohio
Ohio
$4.16M +$500K +25,000 +14%

MCHB Hedge Fund Activity: Q1 2016 in Review

119 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q1 2016, worth a combined $375M — up 6.8% from $351M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MCHB positions and 10 closed out — a net gain of 5 holders — while 51 added to existing stakes and 27 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $7.69M. The largest seller was EAM Investors, exiting entirely with an estimated $3.57M sold.

  • 119 institutional investors held Mechanics Bancorp (MCHB) as of Q1 2016, up from 115 in Q4 2015.
  • Funds reported $375M of Mechanics Bancorp stock for Q1 2016, up 6.8% quarter-over-quarter.
  • 15 funds opened new Mechanics Bancorp positions in Q1 2016 and 10 closed out, a net change of +5 holders.
  • The largest Mechanics Bancorp buyer in Q1 2016 was Philadelphia Financial Management of San Francisco, an estimated $7.69M added.
  • The largest Mechanics Bancorp seller in Q1 2016 was EAM Investors, an estimated $3.57M sold.

Based on aggregated 13F filings for Q1 2016.