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MCHB

Mechanics Bancorp

157 hedge funds and large institutions have $788M invested in Mechanics Bancorp in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

29% more capital invested

Capital invested by funds: $608M → $788M (+$179M)

5% more funds holding

Funds holding: 150157 (+7)

0.65% more ownership

Funds ownership: 82.42%83.07% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
41
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$142M -$536K -12,896 -0.4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$78.3M -$3.44M -82,684 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$64.7M +$1.93M +46,298 +3%
Russell Investments Group
4
Russell Investments Group
United Kingdom
$49.5M -$21.7M -521,161 -32%
State Street
5
State Street
Massachusetts
$31.6M +$678K +16,292 +2%
LSV Asset Management
6
LSV Asset Management
Illinois
$30.5M +$13.3M +320,082 +86%
Ameriprise
7
Ameriprise
Minnesota
$20.3M -$3.04M -73,082 -14%
N
8
Nuveen
North Carolina
$18.3M +$1.58M +37,950 +10%
Morgan Stanley
9
Morgan Stanley
New York
$17.2M -$945K -22,715 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.4M +$866K +20,817 +6%
Northern Trust
11
Northern Trust
Illinois
$14.9M -$3.91M -94,026 -22%
KCM
12
Kennedy Capital Management
Missouri
$14.7M -$6.71M -161,255 -33%
JP Morgan Chase
13
JP Morgan Chase
New York
$14.3M +$6.79M +163,254 +101%
EPCA
14
Elizabeth Park Capital Advisors
Ohio
$14.1M -$272K -6,550 -2%
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$11.6M -$143K -3,427 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10.9M -$232K -5,576 -2%
Invesco
17
Invesco
Georgia
$10M +$2.67M +64,162 +39%
Wells Fargo
18
Wells Fargo
California
$9.98M -$715K -17,176 -7%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$9.78M +$666K +16,003 +8%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$9.48M +$5.09M +122,460 +132%
Millennium Management
21
Millennium Management
New York
$9.1M +$4.63M +111,338 +117%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$8.81M -$122K -2,932 -1%
Renaissance Technologies
23
Renaissance Technologies
New York
$8.06M -$3.92M -94,288 -34%
FP
24
Foundry Partners
Minnesota
$7.2M -$290K -6,970 -4%
Federated Hermes
25
Federated Hermes
Pennsylvania
$7.12M +$2.12M +50,959 +46%

MCHB Hedge Fund Activity: Q1 2021 in Review

157 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q1 2021, worth a combined $788M — up 29% from $608M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MCHB positions and 14 closed out — a net gain of 9 holders — while 41 added to existing stakes and 68 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $13.3M. The largest seller was Russell Investments Group, cutting an estimated $21.7M.

  • 157 institutional investors held Mechanics Bancorp (MCHB) as of Q1 2021, up from 150 in Q4 2020.
  • Funds reported $788M of Mechanics Bancorp stock for Q1 2021, up 29% quarter-over-quarter.
  • 23 funds opened new Mechanics Bancorp positions in Q1 2021 and 14 closed out, a net change of +9 holders.
  • The largest Mechanics Bancorp buyer in Q1 2021 was LSV Asset Management, an estimated $13.3M added.
  • The largest Mechanics Bancorp seller in Q1 2021 was Russell Investments Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.