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MCHB

Mechanics Bancorp

154 hedge funds and large institutions have $401M invested in Mechanics Bancorp in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

1.54% more ownership

Funds ownership: 84.11%85.65% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 162154 (-8)

12% less capital invested

Capital invested by funds: $456M → $401M (-$55M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

96% less call options, than puts

Call options by funds: $3K | Put options by funds: $69K

Holders
154
Holders Change
-8
Holders Change %
-4.94%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
64
Reduced
49
Closed
21
Calls
$3K
Puts
$69K
Net Calls
-$66K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$76.4M +$708K +25,859 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$34.5M -$1.51M -55,027 -4%
State Street
3
State Street
Massachusetts
$25.1M +$1.8M +65,836 +8%
LSV Asset Management
4
LSV Asset Management
Illinois
$24.8M -$21.9K -800 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$17.4M +$1.44M +52,767 +9%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$10.4M +$3.09M +112,830 +43%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$10.3M +$6.75M +246,768 +193%
AQR Capital Management
8
AQR Capital Management
Connecticut
$10.3M +$5.88M +214,850 +136%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10M +$608K +22,203 +7%
Ameriprise
10
Ameriprise
Minnesota
$9.47M +$141K +5,152 +2%
N
11
Nuveen
North Carolina
$7.95M -$5.32M -194,365 -40%
Northern Trust
12
Northern Trust
Illinois
$7.46M -$312K -11,388 -4%
CAM
13
Congress Asset Management
Massachusetts
$7.16M +$2.39M +87,302 +51%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.82M +$1.08M +39,537 +19%
MIIM
15
Mesirow Institutional Investment Management
Illinois
$6.41M +$6.36M +232,333 New
Charles Schwab
16
Charles Schwab
California
$6.1M +$953K +34,827 +19%
CWM
17
CCG Wealth Management
California
$5.78M
BCM
18
Bridgeway Capital Management
Texas
$5.37M +$380K +13,900 +8%
Citadel Advisors
19
Citadel Advisors
Florida
$5.28M +$1.91M +69,655 +57%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$5.1M +$64.5K +2,358 +1%
KCM
21
Kennedy Capital Management
Missouri
$4.58M +$1.03M +37,530 +29%
Millennium Management
22
Millennium Management
New York
$4.42M -$3.71M -135,482 -46%
American Century Companies
23
American Century Companies
Missouri
$4.33M +$390K +14,235 +10%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.26M +$2.94M +107,408 +229%
Federated Hermes
25
Federated Hermes
Pennsylvania
$3.99M -$3.23M -117,904 -45%

MCHB Hedge Fund Activity: Q4 2022 in Review

154 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q4 2022, worth a combined $401M — down 12% from $456M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MCHB and 14 opened new positions — a net loss of 7 holders — while 49 trimmed existing stakes and 64 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $6.75M. The largest seller was Nuveen, cutting an estimated $5.32M.

  • 154 institutional investors held Mechanics Bancorp (MCHB) as of Q4 2022, down from 162 in Q3 2022.
  • Funds reported $401M of Mechanics Bancorp stock for Q4 2022, down 12% quarter-over-quarter.
  • 14 funds opened new Mechanics Bancorp positions in Q4 2022 and 21 closed out, a net change of -7 holders.
  • The largest Mechanics Bancorp buyer in Q4 2022 was Brandywine Global Investment Management, an estimated $6.75M added.
  • The largest Mechanics Bancorp seller in Q4 2022 was Nuveen, an estimated $5.32M sold.

Based on aggregated 13F filings for Q4 2022.