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MCHB

Mechanics Bancorp

113 hedge funds and large institutions have $153M invested in Mechanics Bancorp in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $1M | Put options by funds: $248K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

35% more capital invested

Capital invested by funds: $113M → $153M (+$39.9M)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

5% more funds holding

Funds holding: 108113 (+5)

2.14% more ownership

Funds ownership: 75.12%77.26% (+2.1%)

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
47
Reduced
25
Closed
21
Calls
$1M
Puts
$248K
Net Calls
+$755K
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$19.2M +$1.77M +256,276 +16%
BlackRock
2
BlackRock
New York
$15.9M +$2.16M +311,886 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.1M +$213K +30,774 +3%
Morgan Stanley
4
Morgan Stanley
New York
$9.77M +$2.88M +417,019 +79%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$7.14M +$400K +57,920 +9%
Charles Schwab
6
Charles Schwab
California
$6.05M +$885K +127,969 +28%
LSV Asset Management
7
LSV Asset Management
Illinois
$6M -$1.27M -184,221 -24%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.6M -$132K -19,043 -3%
Ameriprise
9
Ameriprise
Minnesota
$5.48M +$271K +39,158 +8%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$4.72M +$158K +22,913 +5%
AQR Capital Management
11
AQR Capital Management
Connecticut
$4.58M +$455K +65,737 +17%
State Street
12
State Street
Massachusetts
$4.29M +$297K +42,951 +11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.06M +$98.1K +14,192 +4%
AI
14
Acuitas Investments
Washington
$3.53M +$1.1M +158,455 +86%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$3.35M +$322K +46,530 +17%
CAM
16
Congress Asset Management
Massachusetts
$2.94M +$1.09K +157 +0.1%
American Century Companies
17
American Century Companies
Missouri
$2.29M +$150K +21,740 +11%
HAI
18
Hennessy Advisors Inc
California
$2.11M +$1.42M +205,000 New
Prudential Financial
19
Prudential Financial
New Jersey
$2.07M +$1.39M +201,279 New
SCP
20
Siena Capital Partners
Illinois
$2.06M
CWM
21
CCG Wealth Management
California
$1.83M -$361K -52,136 -23%
TI
22
Trexquant Investment
Connecticut
$1.72M +$480K +69,384 +71%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.69M +$280K +40,561 +76,530%
Northern Trust
24
Northern Trust
Illinois
$1.66M +$24.4K +3,535 +2%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.34M +$167K +24,100 +23%

MCHB Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q4 2023, worth a combined $153M — up 35% from $113M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MCHB positions and 21 closed out — a net gain of 6 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.88M. The largest seller was Azora Capital LP, exiting entirely with an estimated $2.52M sold.

  • 113 institutional investors held Mechanics Bancorp (MCHB) as of Q4 2023, up from 108 in Q3 2023.
  • Funds reported $153M of Mechanics Bancorp stock for Q4 2023, up 35% quarter-over-quarter.
  • 27 funds opened new Mechanics Bancorp positions in Q4 2023 and 21 closed out, a net change of +6 holders.
  • The largest Mechanics Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $2.88M added.
  • The largest Mechanics Bancorp seller in Q4 2023 was Azora Capital LP, an estimated $2.52M sold.

Based on aggregated 13F filings for Q4 2023.