Mayville Engineering Co
MEC
65 hedge funds and large institutions have $70M invested in Mayville Engineering Co in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 13 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
1.29% more ownership
Funds ownership: 35.58% → 36.87% (+1.3%)
6% less funds holding
Funds holding: 69 → 65 (-4)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
35% less capital invested
Capital invested by funds: $108M → $70M (-$38.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$4.15M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.67M |
| 3 |
TAM
Tocqueville Asset Management
New York
|
+$1.29M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$888K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$602K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Roubaix Capital
Denver,
Colorado
|
-$2.71M |
| 2 |
LCM
Lewis Capital Management
Beverly Hills,
California
|
-$1.67M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.35M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$937K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$790K |
MEC Hedge Fund Activity: Q1 2022 in Review
65 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Mayville Engineering Co (MEC) for Q1 2022, worth a combined $70M — down 35% from $108M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of MEC and 11 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 24 added.
The largest buyer was Allspring Global Investments, adding an estimated $4.15M. The largest seller was Roubaix Capital, exiting entirely with an estimated $2.71M sold.
- 65 institutional investors held Mayville Engineering Co (MEC) as of Q1 2022, down from 69 in Q4 2021.
- Funds reported $70M of Mayville Engineering Co stock for Q1 2022, down 35% quarter-over-quarter.
- 11 funds opened new Mayville Engineering Co positions in Q1 2022 and 13 closed out, a net change of -2 holders.
- The largest Mayville Engineering Co buyer in Q1 2022 was Allspring Global Investments, an estimated $4.15M added.
- The largest Mayville Engineering Co seller in Q1 2022 was Roubaix Capital, an estimated $2.71M sold.
Based on aggregated 13F filings for Q1 2022.