We are live on ! Find out more
MCHB

Mechanics Bancorp

97 hedge funds and large institutions have $212M invested in Mechanics Bancorp in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

39% more capital invested

Capital invested by funds: $153M → $212M (+$59M)

1% less call options, than puts

Call options by funds: $849K | Put options by funds: $859K

3.79% less ownership

Funds ownership: 77.26%73.47% (-3.8%)

14% less funds holding

Funds holding: 11397 (-16)

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

47% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 34

Holders
97
Holders Change
-16
Holders Change %
-14.16%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
18
Increased
26
Reduced
38
Closed
34
Calls
$849K
Puts
$859K
Net Calls
-$10K
Net Calls Change
-$765K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.2M -$3.64M -264,671 -17%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$16.7M +$15.2M +1,107,102 New
MCM
3
Maltese Capital Management
New York
$16.1M +$14.7M +1,071,820 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.7M +$12.3K +897 +0.1%
MAP
5
Madison Avenue Partners
New York
$13.6M +$12.4M +905,022 New
Charles Schwab
6
Charles Schwab
California
$9.96M +$1.03M +74,697 +13%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$9.2M +$932K +67,834 +12%
Ameriprise
8
Ameriprise
Minnesota
$6.78M -$1.12M -81,653 -15%
PU
9
Petiole USA
New York
$6.2M +$5.66M +411,803 New
State Street
10
State Street
Massachusetts
$6.2M -$71.5K -5,209 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.03M +$83K +6,040 +2%
AI
12
Acuitas Investments
Washington
$5.01M -$137K -9,954 -3%
ECA
13
Endeavour Capital Advisors
Connecticut
$4.98M +$4.54M +330,672 New
Morgan Stanley
14
Morgan Stanley
New York
$4.65M -$8.78M -639,065 -67%
CRC
15
Curi RMB Capital
Illinois
$4.51M +$4.12M +300,000 New
MCA
16
Mendon Capital Advisors
Florida
$4.51M +$4.12M +300,000 New
CAM
17
Congress Asset Management
Massachusetts
$3.94M -$329K -23,946 -8%
KCM
18
Kennedy Capital Management
Missouri
$3.72M +$3.39M +247,169 New
Marshall Wace
19
Marshall Wace
United Kingdom
$3.53M +$2.81M +204,760 +688%
CWM
20
CCG Wealth Management
California
$3.46M +$716K +52,136 +29%
American Century Companies
21
American Century Companies
Missouri
$3.41M +$57.1K +4,159 +2%
AQR Capital Management
22
AQR Capital Management
Connecticut
$3.19M -$3.2M -232,807 -52%
AllianceBernstein
23
AllianceBernstein
Tennessee
$3.02M +$2.28M +165,902 +477%
HAI
24
Hennessy Advisors Inc
California
$3.01M -$68.7K -5,000 -2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.8M +$2.37M +172,814 +1,307%

MCHB Hedge Fund Activity: Q1 2024 in Review

97 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q1 2024, worth a combined $212M — up 39% from $153M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of MCHB and 18 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 26 added.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $15.2M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $19.2M sold.

  • 97 institutional investors held Mechanics Bancorp (MCHB) as of Q1 2024, down from 113 in Q4 2023.
  • Funds reported $212M of Mechanics Bancorp stock for Q1 2024, up 39% quarter-over-quarter.
  • 18 funds opened new Mechanics Bancorp positions in Q1 2024 and 34 closed out, a net change of -16 holders.
  • The largest Mechanics Bancorp buyer in Q1 2024 was Philadelphia Financial Management of San Francisco, an estimated $15.2M added.
  • The largest Mechanics Bancorp seller in Q1 2024 was Fourthstone LLC, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2024.