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Mid Penn Bancorp
MPB

92 hedge funds and large institutions have $176M invested in Mid Penn Bancorp in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

29% more capital invested

Capital invested by funds: $137M → $176M (+$39.5M)

3% more funds holding

Funds holding: 89 → 92 (+3)

2.55% more ownership

Funds ownership: 41% → 43.55% (+2.5%)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
35
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.56M
2
BlackRock
BlackRock
New York
+$1.55M
3
KCM
Kennedy Capital Management
Missouri
+$903K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$627K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$623K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.46M
2
Millennium Management
Millennium Management
New York
-$747K
3
B
Bailard
California
-$371K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$365K
5
Squarepoint
Squarepoint
New York
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.08M -$171K -8,017 -15%
KCM
27
Kennedy Capital Management
Missouri
$1.03M +$903K +42,436 New
Barclays
28
Barclays
United Kingdom
$984K +$369K +17,360 +75%
Charles Schwab
29
Charles Schwab
California
$928K +$1.89K +89 +0.2%
CAM
30
ClariVest Asset Management
California
$904K +$18.6K +876 +2%
Bank of America
31
Bank of America
North Carolina
$832K -$32.6K -1,531 -4%
Swiss National Bank
32
Swiss National Bank
Switzerland
$714K -$44.7K -2,100 -7%
EF
33
Empowered Funds
Pennsylvania
$704K +$53.1K +2,496 +9%
MAM
34
Martingale Asset Management
Massachusetts
$667K – – –
AF
35
Advisornet Financial
Minnesota
$628K – – –
Millennium Management
36
Millennium Management
New York
$590K -$747K -35,125 -59%
BCM
37
BHZ Capital Management
California
$576K +$177K +8,307 +54%
Invesco
38
Invesco
Georgia
$548K +$30.4K +1,430 +7%
SO
39
STRS Ohio
Ohio
$546K – – –
Renaissance Technologies
40
Renaissance Technologies
New York
$516K +$453K +21,269 New
GWI
41
Grace & White Inc
New York
$512K +$192K +9,042 +75%
UBS Group
42
UBS Group
Switzerland
$510K +$176K +8,266 +65%
CB
43
CNB Bank
Pennsylvania
$509K – – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$505K -$9.96K -468 -2%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$488K -$164K -7,700 -28%
Goldman Sachs
46
Goldman Sachs
New York
$473K +$163K +7,675 +65%
TI
47
Trexquant Investment
Connecticut
$423K +$2.68K +126 +0.7%
Two Sigma Investments
48
Two Sigma Investments
New York
$398K -$118K -5,547 -25%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$379K -$4.55K -214 -1%
STA
50
Summit Trail Advisors
New York
$368K +$55.3K +2,601 +21%
1
2
3 4

MPB Hedge Fund Activity: Q4 2023 in Review

92 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q4 2023, worth a combined $176M — up 29% from $137M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MPB positions and 5 closed out — a net gain of 5 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.56M. The largest seller was Wellington Management Group, cutting an estimated $1.46M.

  • 92 institutional investors held Mid Penn Bancorp (MPB) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $176M of Mid Penn Bancorp stock for Q4 2023, up 29% quarter-over-quarter.
  • 10 funds opened new Mid Penn Bancorp positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest Mid Penn Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $1.56M added.
  • The largest Mid Penn Bancorp seller in Q4 2023 was Wellington Management Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2023.