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MCHB

Mechanics Bancorp

127 hedge funds and large institutions have $569M invested in Mechanics Bancorp in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $593M → $569M (-$24.4M)

2.08% less ownership

Funds ownership: 81.33%79.25% (-2.1%)

3% less funds holding

Funds holding: 131127 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $53K

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
46
Reduced
44
Closed
14
Calls
Puts
$53K
Net Calls
-$53K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$103M +$3.29M +114,209 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$60.2M +$589K +20,458 +0.9%
NIMC
3
NWQ Investment Management Company
California
$47.1M -$437K -15,170 -0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.4M +$586K +20,345 +1%
Victory Capital Management
5
Victory Capital Management
Texas
$26.9M -$151K -5,226 -0.5%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$23.2M -$742K -25,758 -3%
ICOM
7
Investment Counselors of Maryland
Maryland
$20.7M +$517K +17,953 +2%
State Street
8
State Street
Massachusetts
$19.4M +$963K +33,415 +5%
SCM
9
Schneider Capital Management
Pennsylvania
$18.2M -$28.8K -1,000 -0.1%
Millennium Management
10
Millennium Management
New York
$15.4M -$6.91M -239,974 -29%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$14.8M +$559K +19,388 +4%
Northern Trust
12
Northern Trust
Illinois
$12.7M -$114K -3,965 -0.8%
Ameriprise
13
Ameriprise
Minnesota
$12.7M +$284K +9,860 +2%
Boston Partners
14
Boston Partners
Massachusetts
$12.7M -$941K -32,660 -6%
BCM
15
BHZ Capital Management
California
$10.8M +$579K +20,079 +5%
MCM
16
Maltese Capital Management
New York
$9.37M +$385K +13,366 +4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$7.54M +$310K +10,755 +4%
FP
18
Foundry Partners
Minnesota
$7.4M -$242K -8,385 -3%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$5.83M +$32.3K +1,122 +0.5%
Principal Financial Group
20
Principal Financial Group
Iowa
$5.77M +$223K +7,728 +4%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$5.3M +$26.2K +910 +0.5%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$4.53M +$1.35M +46,846 +38%
BCM
23
Bridgeway Capital Management
Texas
$4.25M +$640K +22,200 +16%
SCP
24
Seizert Capital Partners
Michigan
$3.88M -$64.5K -2,239 -2%
Charles Schwab
25
Charles Schwab
California
$3.77M +$108K +3,754 +3%

MCHB Hedge Fund Activity: Q3 2018 in Review

127 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q3 2018, worth a combined $569M — down 4.1% from $593M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MCHB and 11 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $3.29M. The largest seller was Millennium Management, cutting an estimated $6.91M.

  • 127 institutional investors held Mechanics Bancorp (MCHB) as of Q3 2018, down from 131 in Q2 2018.
  • Funds reported $569M of Mechanics Bancorp stock for Q3 2018, down 4.1% quarter-over-quarter.
  • 11 funds opened new Mechanics Bancorp positions in Q3 2018 and 14 closed out, a net change of -3 holders.
  • The largest Mechanics Bancorp buyer in Q3 2018 was BlackRock, an estimated $3.29M added.
  • The largest Mechanics Bancorp seller in Q3 2018 was Millennium Management, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2018.