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MCHB

Mechanics Bancorp

108 hedge funds and large institutions have $113M invested in Mechanics Bancorp in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $88.7M → $113M (+$24.4M)

1.43% less ownership

Funds ownership: 76.55%75.12% (-1.4%)

4% less funds holding

Funds holding: 112108 (-4)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

27% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 41

80% less call options, than puts

Call options by funds: $264K | Put options by funds: $1.29M

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
30
Reduced
41
Closed
23
Calls
$264K
Puts
$1.29M
Net Calls
-$1.03M
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$12.5M +$14.1M +1,589,620 +7,948%
BlackRock
2
BlackRock
New York
$9.57M -$1.26M -142,429 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.37M -$119K -13,399 -1%
LSV Asset Management
4
LSV Asset Management
Illinois
$5.97M -$1.09M -122,905 -14%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$4.95M +$58.3K +6,570 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.38M -$4.68M -527,178 -48%
Morgan Stanley
7
Morgan Stanley
New York
$4.14M +$790K +89,035 +20%
Ameriprise
8
Ameriprise
Minnesota
$3.84M +$217K +24,483 +5%
Charles Schwab
9
Charles Schwab
California
$3.58M +$833K +93,812 +26%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$3.39M +$1.25M +140,357 +48%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$3.17M -$21.4K -2,407 -0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.96M -$135K -15,256 -4%
AQR Capital Management
13
AQR Capital Management
Connecticut
$2.95M +$1.07M +120,490 +47%
State Street
14
State Street
Massachusetts
$2.91M -$578K -65,109 -15%
Marshall Wace
15
Marshall Wace
United Kingdom
$2.6M +$1.27M +142,558 +75%
ACL
16
Azora Capital LP
Florida
$2.52M +$2.88M +323,955 New
CAM
17
Congress Asset Management
Massachusetts
$2.22M +$3.43K +386 +0.1%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$2.17M -$1.6M -180,293 -39%
SCP
19
Siena Capital Partners
Illinois
$1.98M
TAM
20
Terrapin Asset Management
Florida
$1.93M +$2.19M +247,225 New
CWM
21
CCG Wealth Management
California
$1.79M +$180K +20,255 +10%
BFM
22
Boothbay Fund Management
New York
$1.57M +$1.78M +201,045 New
American Century Companies
23
American Century Companies
Missouri
$1.56M +$124K +13,984 +7%
AI
24
Acuitas Investments
Washington
$1.43M +$1.63M +184,188 New
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$1.43M +$1.53M +172,221 +1,460%

MCHB Hedge Fund Activity: Q3 2023 in Review

108 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q3 2023, worth a combined $113M — up 28% from $88.7M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MCHB and 19 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 30 added.

The largest buyer was Fourthstone LLC, adding an estimated $14.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $4.68M.

  • 108 institutional investors held Mechanics Bancorp (MCHB) as of Q3 2023, down from 112 in Q2 2023.
  • Funds reported $113M of Mechanics Bancorp stock for Q3 2023, up 28% quarter-over-quarter.
  • 19 funds opened new Mechanics Bancorp positions in Q3 2023 and 23 closed out, a net change of -4 holders.
  • The largest Mechanics Bancorp buyer in Q3 2023 was Fourthstone LLC, an estimated $14.1M added.
  • The largest Mechanics Bancorp seller in Q3 2023 was Dimensional Fund Advisors, an estimated $4.68M sold.

Based on aggregated 13F filings for Q3 2023.