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MCHB

Mechanics Bancorp

137 hedge funds and large institutions have $470M invested in Mechanics Bancorp in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $442M → $470M (+$28M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.12% less ownership

Funds ownership: 83.77%82.65% (-1.1%)

2% less funds holding

Funds holding: 140137 (-3)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
137
Holders Change
-3
Holders Change %
-2.14%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
43
Reduced
54
Closed
16
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.6M -$1.57M -67,362 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$48.8M -$2.32M -99,896 -5%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$48.6M -$4.71M -202,622 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$37.9M -$1.26M -54,242 -3%
State Street
5
State Street
Massachusetts
$19.1M -$162K -6,964 -0.9%
Renaissance Technologies
6
Renaissance Technologies
New York
$13.9M -$60.4K -2,600 -0.5%
Ameriprise
7
Ameriprise
Minnesota
$13.5M -$1.05M -45,272 -8%
KCM
8
Kennedy Capital Management
Missouri
$13.1M +$973K +41,850 +9%
Invesco
9
Invesco
Georgia
$11.8M +$8.84M +380,202 +376%
Northern Trust
10
Northern Trust
Illinois
$11.7M +$144K +6,208 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.91M +$137K +5,909 +2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$7.98M -$502K -21,591 -6%
Wells Fargo
13
Wells Fargo
California
$7.26M -$407K -17,491 -6%
EPCA
14
Elizabeth Park Capital Advisors
Ohio
$6.64M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.34M -$282K -12,143 -4%
MFIMFI
16
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.86M +$675K +29,050 +14%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$5.78M +$773K +33,272 +16%
AQR Capital Management
18
AQR Capital Management
Connecticut
$5.01M -$2.57M -110,644 -35%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$4.88M -$29.8K -1,280 -0.6%
FP
20
Foundry Partners
Minnesota
$4.5M +$40.1K +1,726 +1%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$4.45M +$83.1K +3,575 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.31M -$243K -10,452 -6%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$4.24M +$353K +15,186 +9%
BCM
24
Bridgeway Capital Management
Texas
$4.09M -$188K -8,100 -5%
Boston Partners
25
Boston Partners
Massachusetts
$4.03M -$135K -5,794 -3%

MCHB Hedge Fund Activity: Q2 2020 in Review

137 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q2 2020, worth a combined $470M — up 6.3% from $442M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MCHB and 14 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 43 added.

The largest buyer was Invesco, adding an estimated $8.84M. The largest seller was NWQ Investment Management Company, cutting an estimated $6.29M.

  • 137 institutional investors held Mechanics Bancorp (MCHB) as of Q2 2020, down from 140 in Q1 2020.
  • Funds reported $470M of Mechanics Bancorp stock for Q2 2020, up 6.3% quarter-over-quarter.
  • 14 funds opened new Mechanics Bancorp positions in Q2 2020 and 16 closed out, a net change of -2 holders.
  • The largest Mechanics Bancorp buyer in Q2 2020 was Invesco, an estimated $8.84M added.
  • The largest Mechanics Bancorp seller in Q2 2020 was NWQ Investment Management Company, an estimated $6.29M sold.

Based on aggregated 13F filings for Q2 2020.