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Mayville Engineering Co

49 hedge funds and large institutions have $57.1M invested in Mayville Engineering Co in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

1.16% more ownership

Funds ownership: 29.69%30.86% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5049 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

26% less capital invested

Capital invested by funds: $77.3M → $57.1M (-$20.2M)

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
25
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15.2M +$3.75M +361,198 +29%
Jennison Associates
2
Jennison Associates
New York
$7.02M +$2.43M +234,155 +46%
Invesco
3
Invesco
Georgia
$4.9M -$715K -68,891 -12%
RA
4
Royce & Associates
New York
$4.56M -$563K -54,270 -10%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.21M +$3.55M +342,404 New
BlackRock
6
BlackRock
New York
$3.09M -$193K -18,558 -5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.94M +$843K +81,185 +35%
GC
8
Gratia Capital
California
$2.41M +$861K +82,968 +48%
PI
9
Putnam Investments
Massachusetts
$1.65M -$27K -2,600 -1%
GGHC
10
Gilder Gagnon Howe & Co
New York
$1.2M -$4.35M -419,367 -77%
SC
11
Skylands Capital
Wisconsin
$1.09M +$337K +32,459 +39%
State Street
12
State Street
Massachusetts
$887K +$258K +24,856 +36%
TAM
13
Tocqueville Asset Management
New York
$881K +$975K +93,900 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$825K +$40.5K +3,898 +5%
Northern Trust
15
Northern Trust
Illinois
$733K +$2.24K +216 +0.3%
AG
16
Advisor Group
Arizona
$690K +$753K +72,528 +6,716%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$657K +$208K +20,000 +40%
Ameriprise
18
Ameriprise
Minnesota
$606K -$17.3K -1,671 -3%
LPL Financial
19
LPL Financial
California
$516K +$198K +19,050 +53%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$512K +$291K +27,986 +105%
N
21
Nuveen
North Carolina
$339K -$254K -24,500 -40%
Goldman Sachs
22
Goldman Sachs
New York
$329K +$228K +21,963 +167%
SO
23
STRS Ohio
Ohio
$310K +$326K +31,400 +1,847%
Morgan Stanley
24
Morgan Stanley
New York
$288K -$508K -48,932 -61%
PCM
25
Pentwater Capital Management
Florida
$281K -$311K -30,000 -50%

MEC Hedge Fund Activity: Q4 2019 in Review

49 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mayville Engineering Co (MEC) for Q4 2019, worth a combined $57.1M — down 26% from $77.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MEC and 8 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 25 added.

The largest buyer was Wells Fargo, adding an estimated $3.75M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $4.35M.

  • 49 institutional investors held Mayville Engineering Co (MEC) as of Q4 2019, down from 50 in Q3 2019.
  • Funds reported $57.1M of Mayville Engineering Co stock for Q4 2019, down 26% quarter-over-quarter.
  • 8 funds opened new Mayville Engineering Co positions in Q4 2019 and 9 closed out, a net change of -1 holder.
  • The largest Mayville Engineering Co buyer in Q4 2019 was Wells Fargo, an estimated $3.75M added.
  • The largest Mayville Engineering Co seller in Q4 2019 was Gilder Gagnon Howe & Co, an estimated $4.35M sold.

Based on aggregated 13F filings for Q4 2019.