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Mid Penn Bancorp

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: 12 (+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: 8992 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$357K +$182K +8,545 +139%
BCI
52
Brinker Capital Investments
Pennsylvania
$352K
OPS
53
Orion Portfolio Solutions
Nebraska
$352K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$337K +$38.6K +1,814 +15%
NYLIM
55
New York Life Investment Management
New York
$330K -$6.64K -312 -2%
Osaic Holdings
56
Osaic Holdings
Arizona
$303K
Legal & General Group
57
Legal & General Group
United Kingdom
$297K +$21.6K +1,014 +9%
Deutsche Bank
58
Deutsche Bank
Germany
$294K +$72.6K +3,414 +39%
CS
59
Credit Suisse
Switzerland
$287K -$26.2K -1,232 -9%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$269K +$236K +11,070 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$235K
Stifel Financial
62
Stifel Financial
Missouri
$230K +$202K +9,490 New
HSBC Holdings
63
HSBC Holdings
United Kingdom
$209K +$182K +8,557 New
First Trust Advisors
64
First Trust Advisors
Illinois
$209K +$184K +8,625 New
SG Americas Securities
65
SG Americas Securities
New York
$196K +$22.3K +1,050 +15%
MIM
66
MetLife Investment Management
New Jersey
$194K
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$175K +$213 +10 +0.1%
AIG
68
American International Group
New York
$172K -$617 -29 -0.4%
Wells Fargo
69
Wells Fargo
California
$107K +$18.5K +868 +25%
GRP
70
Global Retirement Partners
California
$85.4K -$4.53K -213 -5%
Zurich Cantonal Bank
71
Zurich Cantonal Bank
Switzerland
$62.5K
Citigroup
72
Citigroup
New York
$55.1K +$45.2K +2,123 +1,444%
Canada Life
73
Canada Life
Manitoba, Canada
$36K +$20.1K +943 +179%
AB
74
Amalgamated Bank
New York
$30K -$3.13K -147 -10%
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$29.1K

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.