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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.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.72M → $2M (+$271K)

1.05% more ownership

Funds ownership: 3.48% → 4.53% (+1.1%)

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

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$275K
2
PPW
Pasadena Private Wealth
California
+$275K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$32.4K
2
Morgan Stanley
Morgan Stanley
New York
-$21.5K

MDBH Hedge Fund Activity: Q1 2024 in Review

5 of the 6,961 institutional investors tracked by Wall St. Rank reported a position in MDB Capital Holdings (MDBH) for Q1 2024, worth a combined $2M — up 16% from $1.72M 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 UBS Group, cutting an estimated $32.4K.

  • 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 16% 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 UBS Group, an estimated $32.4K sold.

Based on aggregated 13F filings for Q1 2024.