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Mid Penn Bancorp

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: 8589 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$257K -$4.76K -215 -2%
STA
52
Summit Trail Advisors
New York
$253K
Osaic Holdings
53
Osaic Holdings
Arizona
$251K -$75.3K -3,400 -21%
GWI
54
Grace & White Inc
New York
$243K
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$242K +$24.7K +1,117 +10%
Goldman Sachs
56
Goldman Sachs
New York
$238K -$112K -5,077 -30%
Legal & General Group
57
Legal & General Group
United Kingdom
$225K +$47.2K +2,132 +24%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$195K -$20.5K -925 -9%
Deutsche Bank
59
Deutsche Bank
Germany
$175K
MIM
60
MetLife Investment Management
New Jersey
$161K
ROC
61
River Oaks Capital
Minnesota
$153K
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$145K
AIG
63
American International Group
New York
$143K +$5.6K +253 +4%
SG Americas Securities
64
SG Americas Securities
New York
$141K +$155K +7,002 New
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$140K +$154K +6,967 New
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$124K +$52.2K +2,355 +62%
GRP
67
Global Retirement Partners
California
$79K -$4.7K -212 -5%
TRCT
68
Tower Research Capital (TRC)
New York
$75.7K +$69.9K +3,157 +524%
Wells Fargo
69
Wells Fargo
California
$70.9K -$123K -5,570 -61%
Zurich Cantonal Bank
70
Zurich Cantonal Bank
Switzerland
$51.8K
AB
71
Amalgamated Bank
New York
$28K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$24.3K +$13.6K +616 +104%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$24.2K
NF
74
Norwood Financial
Pennsylvania
$23.6K
MFA
75
McClarren Financial Advisors
Pennsylvania
$23K +$25.8K +1,163 New

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.