MDB Capital Holdings
MDBH
5 hedge funds and large institutions have $1.75M invested in MDB Capital Holdings in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
685% more capital invested
Capital invested by funds: $222K → $1.75M (+$1.52M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
2.78% more ownership
Funds ownership: 0.74% → 3.52% (+2.8%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$782K |
| 2 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$521K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$74.8K |
| 4 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
+$4.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.25K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$825 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAAM
1
Baker Avenue Asset Management
San Francisco,
California
| $865K | +$782K | +75,000 | New |
|
|
PPW
2
Pasadena Private Wealth
Pasadena,
California
| $577K | +$521K | +50,000 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $257K | +$74.8K | +7,170 | +48% |
|
|
4
Morgan Stanley
New York
| $43.1K | -$5.25K | -504 | -12% |
|
|
TFA
5
Toth Financial Advisory
Leesburg,
Virginia
| $4.61K | +$4.17K | +400 | New |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| – | -$825 | -72 | Closed |
|
MDBH Hedge Fund Activity: Q4 2023 in Review
5 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in MDB Capital Holdings (MDBH) for Q4 2023, worth a combined $1.75M — up 685% from $222K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MDBH positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Baker Avenue Asset Management, opening a new position worth an estimated $782K. The largest seller was Morgan Stanley, cutting an estimated $5.25K.
- 5 institutional investors held MDB Capital Holdings (MDBH) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $1.75M of MDB Capital Holdings stock for Q4 2023, up 685% quarter-over-quarter.
- 3 funds opened new MDB Capital Holdings positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest MDB Capital Holdings buyer in Q4 2023 was Baker Avenue Asset Management, an estimated $782K added.
- The largest MDB Capital Holdings seller in Q4 2023 was Morgan Stanley, an estimated $5.25K sold.
Based on aggregated 13F filings for Q4 2023.