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MCHB

Mechanics Bancorp

138 hedge funds and large institutions have $468M invested in Mechanics Bancorp in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $858K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

29% more capital invested

Capital invested by funds: $362M → $468M (+$106M)

11% more funds holding

Funds holding: 124138 (+14)

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
3.68%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
55
Reduced
35
Closed
12
Calls
$2.06M
Puts
$858K
Net Calls
+$1.2M
Net Calls Change
+$847K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$31.4M +$2.58M +109,466 +10%
BIT
2
BlackRock Institutional Trust
California
$24.3M +$2.11M +89,706 +10%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.3M -$8.97M -380,936 -30%
NIMC
4
NWQ Investment Management Company
California
$20.7M -$1.62M -68,780 -8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$20M +$1.32M +56,136 +8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$19.6M -$1.16M -49,140 -6%
Ameriprise
7
Ameriprise
Minnesota
$19.3M +$3.82M +162,388 +27%
JP Morgan Chase
8
JP Morgan Chase
New York
$18.6M -$80.1K -3,400 -0.5%
ICOM
9
Investment Counselors of Maryland
Maryland
$17.4M +$141K +6,005 +0.9%
NC
10
Northpointe Capital
Michigan
$16.8M +$1.45M +61,787 +10%
BFA
11
BlackRock Fund Advisors
California
$16.5M +$1.22M +51,764 +9%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M +$7.89K +335 +0.1%
AFG
13
American Financial Group
Ohio
$11.9M
KCM
14
Kennedy Capital Management
Missouri
$10.6M -$582K -24,715 -6%
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$10.6M -$2.33M -98,852 -19%
State Street
16
State Street
Massachusetts
$9.29M +$41.9K +1,778 +0.5%
RCAMU
17
Rothschild & Co Asset Management US
Connecticut
$6.92M +$6.51M +276,285 New
TSW
18
Thompson Siegel & Walmsley
Virginia
$6.79M +$6.38M +270,824 New
Northern Trust
19
Northern Trust
Illinois
$6.59M +$345K +14,657 +6%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$5.86M +$2.8M +119,078 +104%
Morgan Stanley
21
Morgan Stanley
New York
$5.75M +$540K +22,926 +11%
PI
22
Putnam Investments
Massachusetts
$5.44M -$421K -17,884 -8%
NAP
23
New Amsterdam Partners
New York
$5.33M +$13.4K +571 +0.3%
BA
24
BlackRock Advisors
Delaware
$5.29M -$1.34M -56,776 -21%
OCG
25
Opus Capital Group
Ohio
$4.79M +$4.5M +190,936 New

MCHB Hedge Fund Activity: Q3 2016 in Review

138 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q3 2016, worth a combined $468M — up 29% from $362M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MCHB positions and 12 closed out — a net gain of 15 holders — while 55 added to existing stakes and 35 trimmed.

The largest buyer was Rothschild & Co Asset Management US, opening a new position worth an estimated $6.51M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $12M sold.

  • 138 institutional investors held Mechanics Bancorp (MCHB) as of Q3 2016, up from 124 in Q2 2016.
  • Funds reported $468M of Mechanics Bancorp stock for Q3 2016, up 29% quarter-over-quarter.
  • 27 funds opened new Mechanics Bancorp positions in Q3 2016 and 12 closed out, a net change of +15 holders.
  • The largest Mechanics Bancorp buyer in Q3 2016 was Rothschild & Co Asset Management US, an estimated $6.51M added.
  • The largest Mechanics Bancorp seller in Q3 2016 was Philadelphia Financial Management of San Francisco, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2016.