Mayville Engineering Co
MEC
86 hedge funds and large institutions have $109M invested in Mayville Engineering Co in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 17 closing their positions.
680% more call options, than puts
Call options by funds: $733K | Put options by funds: $94K
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
13% more funds holding
Funds holding: 76 → 86 (+10)
3.94% more ownership
Funds ownership: 38.67% → 42.61% (+3.9%)
7% less capital invested
Capital invested by funds: $117M → $109M (-$8.05M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.44M |
| 2 |
RA
Royce & Associates
New York
|
+$1.58M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.51M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.37M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.78M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$1.62M |
| 3 |
AF
Aegis Financial
Mc Lean,
Virginia
|
-$1.46M |
| 4 |
Millennium Management
New York
|
-$1.22M |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$861K |
MEC Hedge Fund Activity: Q2 2023 in Review
86 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mayville Engineering Co (MEC) for Q2 2023, worth a combined $109M — down 6.9% from $117M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MEC positions and 17 closed out — a net gain of 10 holders — while 28 added to existing stakes and 22 trimmed.
The largest buyer was BlackRock, adding an estimated $6.44M. The largest seller was Morgan Stanley, cutting an estimated $1.78M.
- 86 institutional investors held Mayville Engineering Co (MEC) as of Q2 2023, up from 76 in Q1 2023.
- Funds reported $109M of Mayville Engineering Co stock for Q2 2023, down 6.9% quarter-over-quarter.
- 27 funds opened new Mayville Engineering Co positions in Q2 2023 and 17 closed out, a net change of +10 holders.
- The largest Mayville Engineering Co buyer in Q2 2023 was BlackRock, an estimated $6.44M added.
- The largest Mayville Engineering Co seller in Q2 2023 was Morgan Stanley, an estimated $1.78M sold.
Based on aggregated 13F filings for Q2 2023.