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Mid Penn Bancorp
MPB

89 hedge funds and large institutions have $137M invested in Mid Penn Bancorp in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

5% more funds holding

Funds holding: 85 → 89 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less ownership

Funds ownership: 43.99% → 41% (-3%)

12% less capital invested

Capital invested by funds: $155M → $137M (-$17.8M)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
28
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.32M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.17M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.15M
4
RA
Royce & Associates
New York
+$886K
5
N
Nuveen
North Carolina
+$620K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$11.8M
2
BlackRock
BlackRock
New York
-$416K
3
SFS
Sowell Financial Services
Arkansas
-$334K
4
Stifel Financial
Stifel Financial
Missouri
-$210K
5
EFS
Econ Financial Services
Pennsylvania
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.02M -$122K -5,511 -10%
WSFS
27
Wilmington Savings Fund Society
Delaware
$794K – – –
Charles Schwab
28
Charles Schwab
California
$768K – – –
CAM
29
ClariVest Asset Management
California
$732K -$1.06K -48 -0.1%
Bank of America
30
Bank of America
North Carolina
$721K +$324K +14,628 +69%
Swiss National Bank
31
Swiss National Bank
Switzerland
$634K +$53.2K +2,400 +8%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$560K +$33.2K +1,500 +6%
MAM
33
Martingale Asset Management
Massachusetts
$553K +$180K +8,137 +42%
EF
34
Empowered Funds
Pennsylvania
$533K +$45.5K +2,054 +8%
AF
35
Advisornet Financial
Minnesota
$521K – – –
Barclays
36
Barclays
United Kingdom
$466K +$78.6K +3,548 +18%
SO
37
STRS Ohio
Ohio
$452K +$461K +20,800 +1,224%
Two Sigma Investments
38
Two Sigma Investments
New York
$441K +$486K +21,925 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$428K +$2.41K +109 +0.5%
Invesco
40
Invesco
Georgia
$425K +$3.19K +144 +0.7%
CB
41
CNB Bank
Pennsylvania
$422K -$55.4K -2,500 -11%
B
42
Bailard
California
$371K +$408K +18,430 New
TI
43
Trexquant Investment
Connecticut
$348K +$383K +17,310 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$318K -$17.7K -801 -5%
BCM
45
BHZ Capital Management
California
$311K +$342K +15,432 New
BCI
46
Brinker Capital Investments
Pennsylvania
$296K – – –
OPS
47
Orion Portfolio Solutions
Nebraska
$296K – – –
NYLIM
48
New York Life Investment Management
New York
$280K -$48.5K -2,191 -14%
Squarepoint
49
Squarepoint
New York
$271K +$298K +13,470 New
CS
50
Credit Suisse
Switzerland
$263K -$16K -722 -5%
1
2
3 4

MPB Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q3 2023, worth a combined $137M — down 12% from $155M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MPB positions and 8 closed out — a net gain of 5 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.32M. The largest seller was FJ Capital Management, exiting entirely with an estimated $11.8M sold.

  • 89 institutional investors held Mid Penn Bancorp (MPB) as of Q3 2023, up from 85 in Q2 2023.
  • Funds reported $137M of Mid Penn Bancorp stock for Q3 2023, down 12% quarter-over-quarter.
  • 13 funds opened new Mid Penn Bancorp positions in Q3 2023 and 8 closed out, a net change of +5 holders.
  • The largest Mid Penn Bancorp buyer in Q3 2023 was Millennium Management, an estimated $1.32M added.
  • The largest Mid Penn Bancorp seller in Q3 2023 was FJ Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2023.