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MCHB

Mechanics Bancorp

109 hedge funds and large institutions have $177M invested in Mechanics Bancorp in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

4% more funds holding

Funds holding: 105109 (+4)

3% more ownership

Funds ownership: 77.26%80.26% (+3%)

24% less capital invested

Capital invested by funds: $234M → $177M (-$57.1M)

48% less call options, than puts

Call options by funds: $171K | Put options by funds: $328K

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
44
Reduced
27
Closed
16
Calls
$171K
Puts
$328K
Net Calls
-$157K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$21.3M +$3.78M +305,619 +20%
BlackRock
2
BlackRock
New York
$15.7M +$225K +18,217 +1%
MCM
3
Maltese Capital Management
New York
$12.2M +$1.14M +92,500 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.1M -$326K -26,311 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$10.5M +$3.07M +248,352 +37%
Ameriprise
6
Ameriprise
Minnesota
$8.58M +$2.05M +165,842 +28%
ECA
7
Endeavour Capital Advisors
Connecticut
$8.27M -$296K -23,900 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.22M +$224K +18,092 +3%
State Street
9
State Street
Massachusetts
$4.97M +$160K +12,903 +3%
P2P
10
Phase 2 Partners
California
$4.94M +$5.35M +432,514 New
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$4.89M +$2.96M +239,219 +126%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.83M -$37.8K -3,053 -0.7%
AI
13
Acuitas Investments
Washington
$3.84M +$44.8K +3,619 +1%
Morgan Stanley
14
Morgan Stanley
New York
$3.68M -$6.84M -552,755 -63%
CRC
15
Curi RMB Capital
Illinois
$3.43M
MCA
16
Mendon Capital Advisors
Florida
$3.43M
BCM
17
Basswood Capital Management
New York
$3.27M +$3.54M +286,130 New
Charles Schwab
18
Charles Schwab
California
$3.22M -$1.61M -130,467 -32%
Goldman Sachs
19
Goldman Sachs
New York
$3.02M +$2.01M +162,715 +161%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$2.7M +$2.93M +236,747 New
CWM
21
CCG Wealth Management
California
$2.62M -$2.45K -198 -0.1%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$2.6M +$749K +60,490 +36%
SCP
23
Siena Capital Partners
Illinois
$2.36M +$50 +4 +4%
AllianceBernstein
24
AllianceBernstein
Tennessee
$2.31M -$1.26M -102,093 -34%
FL
25
Fourthstone LLC
Missouri
$2.03M +$2.2M +178,000 New

MCHB Hedge Fund Activity: Q4 2024 in Review

109 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q4 2024, worth a combined $177M — down 24% from $234M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MCHB positions and 16 closed out — a net gain of 4 holders — while 44 added to existing stakes and 27 trimmed.

The largest buyer was Phase 2 Partners, opening a new position worth an estimated $5.35M. The largest seller was Petiole USA, exiting entirely with an estimated $7.53M sold.

  • 109 institutional investors held Mechanics Bancorp (MCHB) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $177M of Mechanics Bancorp stock for Q4 2024, down 24% quarter-over-quarter.
  • 20 funds opened new Mechanics Bancorp positions in Q4 2024 and 16 closed out, a net change of +4 holders.
  • The largest Mechanics Bancorp buyer in Q4 2024 was Phase 2 Partners, an estimated $5.35M added.
  • The largest Mechanics Bancorp seller in Q4 2024 was Petiole USA, an estimated $7.53M sold.

Based on aggregated 13F filings for Q4 2024.