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MCHB

Mechanics Bancorp

138 hedge funds and large institutions have $283M invested in Mechanics Bancorp in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $74K | Put options by funds: $36K

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.02% less ownership

Funds ownership: 85.65%82.63% (-3%)

10% less funds holding

Funds holding: 154138 (-16)

29% less capital invested

Capital invested by funds: $401M → $283M (-$118M)

50% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 30

Holders
138
Holders Change
-16
Holders Change %
-10.39%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
62
Reduced
45
Closed
30
Calls
$74K
Puts
$36K
Net Calls
+$38K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$49.9M +$96.7K +3,852 +0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.7M -$1.6M -63,871 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.8M +$367K +14,606 +1%
State Street
4
State Street
Massachusetts
$17.2M +$1.18M +47,035 +5%
LSV Asset Management
5
LSV Asset Management
Illinois
$16M -$279K -11,100 -1%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$8.95M +$3.04M +120,980 +32%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$8.31M +$2.18M +86,905 +23%
Morgan Stanley
8
Morgan Stanley
New York
$7.78M -$5.02M -199,830 -32%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.85M +$454K +18,085 +5%
Ameriprise
10
Ameriprise
Minnesota
$6.62M +$616K +24,516 +7%
MIIM
11
Mesirow Institutional Investment Management
Illinois
$6.36M +$3.04M +121,177 +52%
AQR Capital Management
12
AQR Capital Management
Connecticut
$5.15M -$2.16M -86,156 -23%
CAM
13
Congress Asset Management
Massachusetts
$5.07M +$563K +22,432 +9%
RIP
14
Rhino Investment Partners
Pennsylvania
$4.9M +$4.56M +181,432 +199%
Northern Trust
15
Northern Trust
Illinois
$4.81M -$77.1K -3,071 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.6M +$208K +8,273 +3%
Charles Schwab
17
Charles Schwab
California
$4.41M +$600K +23,902 +11%
KCM
18
Kennedy Capital Management
Missouri
$3.91M +$1.3M +51,700 +31%
CWM
19
CCG Wealth Management
California
$3.77M
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$3.49M +$222K +8,840 +5%
American Century Companies
21
American Century Companies
Missouri
$3.21M +$490K +19,497 +12%
BCM
22
Bridgeway Capital Management
Texas
$3.08M -$586K -23,340 -12%
Citadel Advisors
23
Citadel Advisors
Florida
$2.92M -$728K -29,011 -15%
Goldman Sachs
24
Goldman Sachs
New York
$2.7M +$1.97M +78,430 +109%
N
25
Nuveen
North Carolina
$2.47M -$3.79M -151,106 -52%

MCHB Hedge Fund Activity: Q1 2023 in Review

138 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q1 2023, worth a combined $283M — down 29% from $401M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of MCHB and 15 opened new positions — a net loss of 15 holders — while 45 trimmed existing stakes and 62 added.

The largest buyer was Rhino Investment Partners, adding an estimated $4.56M. The largest seller was Morgan Stanley, cutting an estimated $5.02M.

  • 138 institutional investors held Mechanics Bancorp (MCHB) as of Q1 2023, down from 154 in Q4 2022.
  • Funds reported $283M of Mechanics Bancorp stock for Q1 2023, down 29% quarter-over-quarter.
  • 15 funds opened new Mechanics Bancorp positions in Q1 2023 and 30 closed out, a net change of -15 holders.
  • The largest Mechanics Bancorp buyer in Q1 2023 was Rhino Investment Partners, an estimated $4.56M added.
  • The largest Mechanics Bancorp seller in Q1 2023 was Morgan Stanley, an estimated $5.02M sold.

Based on aggregated 13F filings for Q1 2023.