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Mid Penn Bancorp

91 hedge funds and large institutions have $147M invested in Mid Penn Bancorp in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% more ownership

Funds ownership: 43.55%43.92% (+0.38%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

1% less funds holding

Funds holding: 9291 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less capital invested

Capital invested by funds: $176M → $147M (-$29.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
29
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$298K -$15.6K -725 -5%
BCI
52
Brinker Capital Investments
Pennsylvania
$296K +$1.46K +68 +0.5%
OPS
53
Orion Portfolio Solutions
Nebraska
$296K +$1.46K +68 +0.5%
BCM
54
BHZ Capital Management
California
$289K -$200K -9,288 -39%
Osaic Holdings
55
Osaic Holdings
Arizona
$250K +$237 +11 +0.1%
CS
56
Credit Suisse
Switzerland
$249K +$13.9K +646 +5%
TI
57
Trexquant Investment
Connecticut
$243K -$114K -5,285 -30%
Goldman Sachs
58
Goldman Sachs
New York
$240K -$161K -7,498 -38%
Legal & General Group
59
Legal & General Group
United Kingdom
$230K -$15.4K -714 -6%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$220K +$52.9K +2,456 +29%
Deutsche Bank
61
Deutsche Bank
Germany
$217K -$26.6K -1,236 -10%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$196K -$87.8K -4,077 -29%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$194K +$818 +38 +0.4%
MIM
64
MetLife Investment Management
New Jersey
$160K
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$144K -$108 -5 -0.1%
AIG
66
American International Group
New York
$140K -$1.31K -61 -0.9%
SG Americas Securities
67
SG Americas Securities
New York
$105K -$60.5K -2,810 -35%
Wells Fargo
68
Wells Fargo
California
$101K +$13.9K +645 +15%
CFFP
69
Center for Financial Planning
Michigan
$77.9K +$83.8K +3,894 New
GRP
70
Global Retirement Partners
California
$65K -$10K -465 -13%
Citigroup
71
Citigroup
New York
$60.9K +$16.6K +773 +34%
Zurich Cantonal Bank
72
Zurich Cantonal Bank
Switzerland
$51.5K
Canada Life
73
Canada Life
Manitoba, Canada
$29K -$1.18K -55 -4%
TRCT
74
Tower Research Capital (TRC)
New York
$27.7K +$13.3K +616 +80%
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$24K

MPB Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q1 2024, worth a combined $147M — down 17% from $176M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MPB and 6 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 29 added.

The largest buyer was Kennedy Capital Management, adding an estimated $1.16M. The largest seller was Morgan Stanley, cutting an estimated $1.54M.

  • 91 institutional investors held Mid Penn Bancorp (MPB) as of Q1 2024, down from 92 in Q4 2023.
  • Funds reported $147M of Mid Penn Bancorp stock for Q1 2024, down 17% quarter-over-quarter.
  • 6 funds opened new Mid Penn Bancorp positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest Mid Penn Bancorp buyer in Q1 2024 was Kennedy Capital Management, an estimated $1.16M added.
  • The largest Mid Penn Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2024.