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MCHB

Mechanics Bancorp

131 hedge funds and large institutions have $593M invested in Mechanics Bancorp in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 38

0.55% more ownership

Funds ownership: 80.78%81.33% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 135131 (-4)

5% less capital invested

Capital invested by funds: $625M → $593M (-$31.7M)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
56
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$101M +$5.67M +205,418 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$60.7M -$825K -29,924 -1%
NIMC
3
NWQ Investment Management Company
California
$47.9M -$1.23M -44,675 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.6M +$1.73M +62,851 +4%
Victory Capital Management
5
Victory Capital Management
Texas
$27.5M +$9.1M +330,003 +48%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$24.3M +$2.62M +94,921 +12%
Millennium Management
7
Millennium Management
New York
$22.1M -$2.86M -103,773 -11%
ICOM
8
Investment Counselors of Maryland
Maryland
$20.6M -$19.5K -706 -0.1%
State Street
9
State Street
Massachusetts
$18.8M +$1.37M +49,766 +8%
SCM
10
Schneider Capital Management
Pennsylvania
$18.5M +$6.24M +226,409 +49%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$14.6M -$315K -11,404 -2%
Boston Partners
12
Boston Partners
Massachusetts
$13.8M +$2.39M +86,500 +20%
Northern Trust
13
Northern Trust
Illinois
$13.1M -$351K -12,733 -3%
Ameriprise
14
Ameriprise
Minnesota
$12.6M -$1.07M -38,693 -8%
BCM
15
BHZ Capital Management
California
$10.5M +$2.31M +83,638 +27%
MCM
16
Maltese Capital Management
New York
$9.16M +$6.18M +224,027 +193%
FP
17
Foundry Partners
Minnesota
$7.75M +$1.8M +65,425 +29%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.38M +$374K +13,560 +5%
Morgan Stanley
19
Morgan Stanley
New York
$6.61M -$141K -5,118 -2%
KCM
20
Kennedy Capital Management
Missouri
$6.35M +$980K +35,534 +18%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$5.9M +$257K +9,328 +4%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.66M +$112K +4,043 +2%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$5.36M +$2.07M +75,122 +61%
TSW
24
Thompson Siegel & Walmsley
Virginia
$4.58M -$5.02M -181,856 -52%
JP Morgan Chase
25
JP Morgan Chase
New York
$4.44M -$1.4M -50,656 -24%

MCHB Hedge Fund Activity: Q2 2018 in Review

131 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q2 2018, worth a combined $593M — down 5.1% from $625M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MCHB and 16 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 56 added.

The largest buyer was Victory Capital Management, adding an estimated $9.1M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $5.88M sold.

  • 131 institutional investors held Mechanics Bancorp (MCHB) as of Q2 2018, down from 135 in Q1 2018.
  • Funds reported $593M of Mechanics Bancorp stock for Q2 2018, down 5.1% quarter-over-quarter.
  • 16 funds opened new Mechanics Bancorp positions in Q2 2018 and 18 closed out, a net change of -2 holders.
  • The largest Mechanics Bancorp buyer in Q2 2018 was Victory Capital Management, an estimated $9.1M added.
  • The largest Mechanics Bancorp seller in Q2 2018 was Basswood Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2018.