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MCHB

Mechanics Bancorp

134 hedge funds and large institutions have $552M invested in Mechanics Bancorp in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 131134 (+3)

2.01% more ownership

Funds ownership: 80.59%82.59% (+2%)

14% less capital invested

Capital invested by funds: $646M → $552M (-$93.3M)

36% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 55

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
35
Reduced
55
Closed
13
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.3M -$10.7M -386,983 -10%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$61.8M -$245K -8,819 -0.4%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$52.8M -$7.39M -266,224 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.8M -$1.43M -51,548 -3%
ICOM
5
Investment Counselors of Maryland
Maryland
$21.6M -$79K -2,848 -0.4%
NIMC
6
NWQ Investment Management Company
California
$19.6M -$8.56M -308,405 -30%
State Street
7
State Street
Massachusetts
$19.1M -$2.58M -92,939 -12%
Ameriprise
8
Ameriprise
Minnesota
$17.2M +$2.06M +74,430 +13%
PFMOSF
9
Philadelphia Financial Management of San Francisco
California
$13.2M +$3.93M +141,649 +41%
Northern Trust
10
Northern Trust
Illinois
$13M -$531K -19,141 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$10.5M +$3.64M +131,300 +52%
BCM
12
BHZ Capital Management
California
$10.2M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.26M -$762K -27,472 -7%
Wells Fargo
14
Wells Fargo
California
$8.71M +$57.8K +2,083 +0.7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.82M -$785K -28,299 -9%
SCM
16
Schneider Capital Management
Pennsylvania
$6.83M -$868K -31,272 -11%
KCM
17
Kennedy Capital Management
Missouri
$6.21M -$655K -23,618 -9%
Boston Partners
18
Boston Partners
Massachusetts
$6.05M -$25.7M -927,969 -81%
Citadel Advisors
19
Citadel Advisors
Florida
$6.04M +$3.91M +141,015 +176%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$5.81M +$1.89M +68,096 +47%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$5.56M +$162K +5,830 +3%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$5.29M -$1.23M -44,466 -19%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.26M -$662K -23,861 -11%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$5.18M +$4.3M +155,147 +448%
BCM
25
Bridgeway Capital Management
Texas
$5.06M

MCHB Hedge Fund Activity: Q3 2019 in Review

134 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q3 2019, worth a combined $552M — down 14% from $646M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MCHB positions and 13 closed out — a net gain of 3 holders — while 35 added to existing stakes and 55 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.3M. The largest seller was Boston Partners, cutting an estimated $25.7M.

  • 134 institutional investors held Mechanics Bancorp (MCHB) as of Q3 2019, up from 131 in Q2 2019.
  • Funds reported $552M of Mechanics Bancorp stock for Q3 2019, down 14% quarter-over-quarter.
  • 16 funds opened new Mechanics Bancorp positions in Q3 2019 and 13 closed out, a net change of +3 holders.
  • The largest Mechanics Bancorp buyer in Q3 2019 was Arrowstreet Capital, an estimated $4.3M added.
  • The largest Mechanics Bancorp seller in Q3 2019 was Boston Partners, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2019.