MDB Capital Holdings
MDBH
5 hedge funds and large institutions have $2M invested in MDB Capital Holdings in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
14% more capital invested
Capital invested by funds: $1.75M → $2M (+$250K)
1.01% more ownership
Funds ownership: 3.52% → 4.53% (+1%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$275K |
| 2 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$43.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$32.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAAM
1
Baker Avenue Asset Management
San Francisco,
California
| $769K | – | – | – |
|
|
PPW
2
Pasadena Private Wealth
Pasadena,
California
| $769K | +$275K | +25,000 | +50% |
|
|
BPA
3
Beacon Pointe Advisors
Newport Beach,
California
| $256K | +$275K | +25,000 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $198K | -$32.4K | -2,942 | -13% |
|
|
TFA
5
Toth Financial Advisory
Leesburg,
Virginia
| $4.1K | – | – | – |
|
|
6
Morgan Stanley
New York
| – | -$43.1K | -3,736 | Closed |
|
MDBH Hedge Fund Activity: Q1 2024 in Review
5 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MDB Capital Holdings (MDBH) for Q1 2024, worth a combined $2M — up 14% from $1.75M a quarter earlier.
Fund positioning in MDBH was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $275K. The largest seller was Morgan Stanley, exiting entirely with an estimated $43.1K sold.
- 5 institutional investors held MDB Capital Holdings (MDBH) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $2M of MDB Capital Holdings stock for Q1 2024, up 14% quarter-over-quarter.
- 1 fund opened new MDB Capital Holdings positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest MDB Capital Holdings buyer in Q1 2024 was Beacon Pointe Advisors, an estimated $275K added.
- The largest MDB Capital Holdings seller in Q1 2024 was Morgan Stanley, an estimated $43.1K sold.
Based on aggregated 13F filings for Q1 2024.