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MCHB

Mechanics Bancorp

162 hedge funds and large institutions have $456M invested in Mechanics Bancorp in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 56 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.85% less ownership

Funds ownership: 86.96%84.11% (-2.9%)

5% less funds holding

Funds holding: 170162 (-8)

19% less capital invested

Capital invested by funds: $566M → $456M (-$110M)

22% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 72

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
162
Holders Change
-8
Holders Change %
-4.71%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
56
Reduced
72
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$79.1M +$92K +2,613 +0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.4M -$924K -26,246 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.6M -$765K -21,733 -2%
LSV Asset Management
4
LSV Asset Management
Illinois
$26M -$60K -1,705 -0.2%
State Street
5
State Street
Massachusetts
$24.3M -$2.87M -81,497 -9%
Morgan Stanley
6
Morgan Stanley
New York
$16.7M +$732K +20,803 +4%
N
7
Nuveen
North Carolina
$13.9M +$214K +6,069 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$9.81M -$372K -10,571 -3%
Ameriprise
9
Ameriprise
Minnesota
$9.74M -$3.98M -113,110 -25%
Millennium Management
10
Millennium Management
New York
$8.52M +$3.89M +110,641 +60%
Northern Trust
11
Northern Trust
Illinois
$8.12M -$123K -3,484 -1%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$7.6M +$3.06M +87,030 +49%
Federated Hermes
13
Federated Hermes
Pennsylvania
$7.56M -$1.26M -35,713 -12%
Invesco
14
Invesco
Georgia
$6.29M -$5.08M -144,403 -40%
CWM
15
CCG Wealth Management
California
$6.04M -$128K -3,625 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.99M -$33.7K -956 -0.5%
Charles Schwab
17
Charles Schwab
California
$5.37M +$685K +19,453 +12%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$5.26M -$2.8M -79,602 -30%
BCM
19
Bridgeway Capital Management
Texas
$5.21M +$52.8K +1,500 +0.8%
CAM
20
Congress Asset Management
Massachusetts
$4.96M +$64.1K +1,821 +1%
Victory Capital Management
21
Victory Capital Management
Texas
$4.71M -$666K -18,906 -10%
AQR Capital Management
22
AQR Capital Management
Connecticut
$4.55M +$2.82M +80,246 +104%
NRCM
23
North Reef Capital Management
California
$4.24M +$5.18M +147,239 New
American Century Companies
24
American Century Companies
Missouri
$4.11M +$12.6K +357 +0.3%
Goldman Sachs
25
Goldman Sachs
New York
$3.74M -$192K -5,451 -4%

MCHB Hedge Fund Activity: Q3 2022 in Review

162 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q3 2022, worth a combined $456M — down 19% from $566M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of MCHB and 12 opened new positions — a net loss of 8 holders — while 72 trimmed existing stakes and 56 added.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $5.18M. The largest seller was Elizabeth Park Capital Advisors, cutting an estimated $6.4M.

  • 162 institutional investors held Mechanics Bancorp (MCHB) as of Q3 2022, down from 170 in Q2 2022.
  • Funds reported $456M of Mechanics Bancorp stock for Q3 2022, down 19% quarter-over-quarter.
  • 12 funds opened new Mechanics Bancorp positions in Q3 2022 and 20 closed out, a net change of -8 holders.
  • The largest Mechanics Bancorp buyer in Q3 2022 was North Reef Capital Management, an estimated $5.18M added.
  • The largest Mechanics Bancorp seller in Q3 2022 was Elizabeth Park Capital Advisors, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2022.