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MCHB

Mechanics Bancorp

158 hedge funds and large institutions have $735M invested in Mechanics Bancorp in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.29% more ownership

Funds ownership: 83.07%84.36% (+1.3%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 157158 (+1)

7% less capital invested

Capital invested by funds: $788M → $735M (-$52.7M)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
48
Reduced
61
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$128M -$2.68M -62,268 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$71.3M -$1.09M -25,264 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.8M +$1.06M +24,574 +2%
LSV Asset Management
4
LSV Asset Management
Illinois
$33.4M +$5.52M +128,164 +19%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$32.2M -$14.4M -333,772 -30%
State Street
6
State Street
Massachusetts
$29.9M +$742K +17,215 +2%
Morgan Stanley
7
Morgan Stanley
New York
$17.8M +$2.01M +46,650 +12%
N
8
Nuveen
North Carolina
$16.7M -$136K -3,151 -0.8%
Ameriprise
9
Ameriprise
Minnesota
$16.5M -$2.47M -57,276 -12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.4M +$193K +4,477 +1%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$14.3M +$5.89M +136,565 +63%
Northern Trust
12
Northern Trust
Illinois
$13.6M -$120K -2,778 -0.8%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$12.4M +$4.24M +98,278 +48%
Invesco
14
Invesco
Georgia
$10.8M +$1.65M +38,372 +17%
EPCA
15
Elizabeth Park Capital Advisors
Ohio
$10.8M -$2.42M -56,063 -17%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$10.4M +$4.44M +102,946 +67%
JP Morgan Chase
17
JP Morgan Chase
New York
$10.3M -$3.14M -72,833 -22%
CWM
18
CCG Wealth Management
California
$10.2M +$10.8M +250,726 New
KCM
19
Kennedy Capital Management
Missouri
$9.89M -$3.89M -90,194 -27%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.65M -$483K -11,200 -5%
Millennium Management
21
Millennium Management
New York
$9.45M +$1.1M +25,512 +12%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$9.02M -$1.8M -41,802 -16%
Wells Fargo
23
Wells Fargo
California
$8.73M -$528K -12,245 -5%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$8.38M -$700K -16,239 -7%
Goldman Sachs
25
Goldman Sachs
New York
$7.84M +$1.83M +42,501 +28%

MCHB Hedge Fund Activity: Q2 2021 in Review

158 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q2 2021, worth a combined $735M — down 6.7% from $788M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MCHB positions and 16 closed out — a net gain of 1 holder — while 48 added to existing stakes and 61 trimmed.

The largest buyer was CCG Wealth Management, opening a new position worth an estimated $10.8M. The largest seller was Russell Investments Group, cutting an estimated $14.4M.

  • 158 institutional investors held Mechanics Bancorp (MCHB) as of Q2 2021, up from 157 in Q1 2021.
  • Funds reported $735M of Mechanics Bancorp stock for Q2 2021, down 6.7% quarter-over-quarter.
  • 17 funds opened new Mechanics Bancorp positions in Q2 2021 and 16 closed out, a net change of +1 holder.
  • The largest Mechanics Bancorp buyer in Q2 2021 was CCG Wealth Management, an estimated $10.8M added.
  • The largest Mechanics Bancorp seller in Q2 2021 was Russell Investments Group, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2021.