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MCHB

Mechanics Bancorp

131 hedge funds and large institutions have $581M invested in Mechanics Bancorp in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $466M → $581M (+$114M)

6% more funds holding

Funds holding: 124131 (+7)

0.24% more ownership

Funds ownership: 81.1%81.34% (+0.24%)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
43
Reduced
47
Closed
11
Calls
$613K
Puts
Net Calls
+$613K
Net Calls Change
+$613K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$104M -$774K -29,804 -0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$59.5M -$356K -13,713 -0.6%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$50.8M +$11.1M +426,848 +28%
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.1M +$2.9M +111,802 +7%
NIMC
5
NWQ Investment Management Company
California
$37.3M -$9.1M -350,692 -20%
Boston Partners
6
Boston Partners
Massachusetts
$26.7M +$5.67M +218,387 +27%
State Street
7
State Street
Massachusetts
$21M +$1.05M +40,605 +5%
ICOM
8
Investment Counselors of Maryland
Maryland
$20.7M -$301K -11,613 -1%
Ameriprise
9
Ameriprise
Minnesota
$15.3M +$1.54M +59,250 +11%
MCM
10
Maltese Capital Management
New York
$15M +$5.06M +195,000 +52%
SCM
11
Schneider Capital Management
Pennsylvania
$14.9M -$1.06M -40,761 -7%
Northern Trust
12
Northern Trust
Illinois
$12.7M -$79.9K -3,078 -0.6%
BCM
13
BHZ Capital Management
California
$10.2M -$171K -6,600 -2%
KCM
14
Kennedy Capital Management
Missouri
$9.88M +$1.48M +57,117 +18%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$9.01M +$990K +38,149 +13%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$8.65M -$5.76M -221,909 -40%
FP
17
Foundry Partners
Minnesota
$6.08M -$94.7K -3,650 -2%
SCA
18
Stieven Capital Advisors
Missouri
$5.82M +$5.73M +220,695 New
Principal Financial Group
19
Principal Financial Group
Iowa
$5.72M -$57.4K -2,210 -1%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$5.53M +$1.24M +47,770 +29%
Wells Fargo
21
Wells Fargo
California
$4.87M +$1.23M +47,549 +35%
BCM
22
Bridgeway Capital Management
Texas
$4.22M
JP Morgan Chase
23
JP Morgan Chase
New York
$4.06M -$363K -13,996 -8%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$3.99M -$435K -16,760 -10%
Charles Schwab
25
Charles Schwab
California
$3.99M +$185K +7,137 +5%

MCHB Hedge Fund Activity: Q1 2019 in Review

131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q1 2019, worth a combined $581M — up 25% from $466M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MCHB positions and 11 closed out — a net gain of 8 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $11.1M. The largest seller was Victory Capital Management, cutting an estimated $20.1M.

  • 131 institutional investors held Mechanics Bancorp (MCHB) as of Q1 2019, up from 124 in Q4 2018.
  • Funds reported $581M of Mechanics Bancorp stock for Q1 2019, up 25% quarter-over-quarter.
  • 19 funds opened new Mechanics Bancorp positions in Q1 2019 and 11 closed out, a net change of +8 holders.
  • The largest Mechanics Bancorp buyer in Q1 2019 was Russell Investments Group, an estimated $11.1M added.
  • The largest Mechanics Bancorp seller in Q1 2019 was Victory Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2019.