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MCHB

Mechanics Bancorp

131 hedge funds and large institutions have $646M invested in Mechanics Bancorp in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

11% more capital invested

Capital invested by funds: $581M → $646M (+$64.7M)

0% more funds holding

Funds holding: 131131 (0)

0.76% less ownership

Funds ownership: 81.34%80.59% (-0.76%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
131
Holders Change
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
46
Reduced
37
Closed
16
Calls
$415K
Puts
Net Calls
+$415K
Net Calls Change
-$198K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$117M +$280K +9,723 +0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$67.3M +$371K +12,899 +0.6%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$65.1M +$7.79M +270,958 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$51.2M +$445K +15,494 +0.9%
Boston Partners
5
Boston Partners
Massachusetts
$34.1M +$3.91M +135,999 +13%
NIMC
6
NWQ Investment Management Company
California
$30.4M -$11.1M -387,391 -27%
ICOM
7
Investment Counselors of Maryland
Maryland
$23.5M +$234K +8,125 +1%
State Street
8
State Street
Massachusetts
$23.4M -$155K -5,392 -0.7%
Ameriprise
9
Ameriprise
Minnesota
$16.5M -$759K -26,415 -5%
Northern Trust
10
Northern Trust
Illinois
$14.6M +$338K +11,761 +2%
BCM
11
BHZ Capital Management
California
$11.1M -$362K -12,578 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.9M +$707K +24,577 +7%
PFMOSF
13
Philadelphia Financial Management of San Francisco
California
$10.1M +$9.82M +341,662 New
Wells Fargo
14
Wells Fargo
California
$9.38M +$3.79M +131,866 +71%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.32M -$396K -13,791 -4%
SCM
16
Schneider Capital Management
Pennsylvania
$8.34M -$8.15M -283,467 -50%
Renaissance Technologies
17
Renaissance Technologies
New York
$7.48M +$4.27M +148,600 +143%
KCM
18
Kennedy Capital Management
Missouri
$7.44M -$3.56M -123,935 -33%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$7.06M +$2.49M +86,711 +57%
Principal Financial Group
20
Principal Financial Group
Iowa
$6.41M -$18.3K -638 -0.3%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$5.86M -$349K -12,150 -6%
JP Morgan Chase
22
JP Morgan Chase
New York
$5.5M +$1M +34,882 +23%
BCM
23
Bridgeway Capital Management
Texas
$5.49M +$719K +25,000 +16%
Morgan Stanley
24
Morgan Stanley
New York
$4.64M +$2.53M +87,925 +128%
Charles Schwab
25
Charles Schwab
California
$4.56M +$69.8K +2,428 +2%

MCHB Hedge Fund Activity: Q2 2019 in Review

131 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q2 2019, worth a combined $646M — up 11% from $581M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MCHB positions and 16 closed out — a net gain of 4 holders — while 46 added to existing stakes and 37 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $9.82M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $15M sold.

  • 131 institutional investors held Mechanics Bancorp (MCHB) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $646M of Mechanics Bancorp stock for Q2 2019, up 11% quarter-over-quarter.
  • 20 funds opened new Mechanics Bancorp positions in Q2 2019 and 16 closed out, a net change of +4 holders.
  • The largest Mechanics Bancorp buyer in Q2 2019 was Philadelphia Financial Management of San Francisco, an estimated $9.82M added.
  • The largest Mechanics Bancorp seller in Q2 2019 was Maltese Capital Management, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2019.