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Mid Penn Bancorp

85 hedge funds and large institutions have $155M invested in Mid Penn Bancorp in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

8% more funds holding

Funds holding: 7985 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.2% less ownership

Funds ownership: 44.2%43.99% (-0.2%)

14% less capital invested

Capital invested by funds: $180M → $155M (-$25.3M)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
26
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$842K -$1K -44 -0.1%
CAM
27
ClariVest Asset Management
California
$804K +$150K +6,560 +22%
N
28
Nuveen
North Carolina
$692K -$179K -7,834 -20%
Swiss National Bank
29
Swiss National Bank
Switzerland
$643K
Two Sigma Advisers
30
Two Sigma Advisers
New York
$581K -$137K -6,000 -19%
AF
31
Advisornet Financial
Minnesota
$571K
EST
32
EA Series Trust
Pennsylvania
$540K +$558K +24,443 New
EF
33
Empowered Funds
Pennsylvania
$540K +$558K +24,443 New
CB
34
CNB Bank
Pennsylvania
$518K -$28.5K -1,250 -5%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$468K -$12.9K -564 -3%
Bank of America
36
Bank of America
North Carolina
$468K +$102K +4,455 +27%
Invesco
37
Invesco
Georgia
$463K -$71.1K -3,114 -13%
Barclays
38
Barclays
United Kingdom
$433K +$194K +8,483 +76%
MAM
39
Martingale Asset Management
Massachusetts
$427K -$548K -24,006 -55%
Goldman Sachs
40
Goldman Sachs
New York
$373K +$386K +16,890 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$367K -$13.2K -577 -3%
NYLIM
42
New York Life Investment Management
New York
$355K -$50.7K -2,218 -12%
Osaic Holdings
43
Osaic Holdings
Arizona
$352K
SFS
44
Sowell Financial Services
Arkansas
$334K +$345K +15,114 New
BCI
45
Brinker Capital Investments
Pennsylvania
$325K
OPS
46
Orion Portfolio Solutions
Nebraska
$325K
CS
47
Credit Suisse
Switzerland
$304K +$67K +2,935 +27%
UBS Group
48
UBS Group
Switzerland
$286K +$85.9K +3,763 +41%
STA
49
Summit Trail Advisors
New York
$277K +$287K +12,548 New
GWI
50
Grace & White Inc
New York
$266K +$275K +12,061 New

MPB Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q2 2023, worth a combined $155M — down 14% from $180M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MPB positions and 12 closed out — a net gain of 6 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.01M. The largest seller was First Trust Advisors, exiting entirely with an estimated $1.5M sold.

  • 85 institutional investors held Mid Penn Bancorp (MPB) as of Q2 2023, up from 79 in Q1 2023.
  • Funds reported $155M of Mid Penn Bancorp stock for Q2 2023, down 14% quarter-over-quarter.
  • 18 funds opened new Mid Penn Bancorp positions in Q2 2023 and 12 closed out, a net change of +6 holders.
  • The largest Mid Penn Bancorp buyer in Q2 2023 was AllianceBernstein, an estimated $1.01M added.
  • The largest Mid Penn Bancorp seller in Q2 2023 was First Trust Advisors, an estimated $1.5M sold.

Based on aggregated 13F filings for Q2 2023.