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Mid Penn Bancorp
MPB

85 hedge funds and large institutions have $155M invested in Mid Penn Bancorp in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

8% more funds holding

Funds holding: 79 → 85 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.2% less ownership

Funds ownership: 44.2% → 43.99% (-0.2%)

14% less capital invested

Capital invested by funds: $180M → $155M (-$25.3M)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
26
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.01M
2
BlackRock
BlackRock
New York
+$863K
3
EF
Empowered Funds
Pennsylvania
+$558K
4
Morgan Stanley
Morgan Stanley
New York
+$553K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$506K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$1.5M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.13M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$957K
4
Two Sigma Investments
Two Sigma Investments
New York
-$916K
5
Millennium Management
Millennium Management
New York
-$892K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$13.3K -$708 -31 -5%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$13K +$7.97K +349 +145%
LOIP
78
Live Oak Investment Partners
Texas
$12.1K – – –
Canada Life
79
Canada Life
Manitoba, Canada
$12K – – –
PA
80
Parallel Advisors
California
$10.4K +$10.8K +473 New
JWA
81
JFS Wealth Advisors
Pennsylvania
$4.86K – – –
LC
82
Lindbrook Capital
California
$3.42K +$3.54K +155 New
C
83
Covestor
United Kingdom
$2K +$137 +6 +9%
S
84
SignatureFD
Georgia
$1.77K +$1.83K +80 New
US Bancorp
85
US Bancorp
Minnesota
$1.77K +$1.83K +80 New
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$729 +$754 +33 New
First Trust Advisors
87
First Trust Advisors
Illinois
– -$1.5M -58,491 Closed
Two Sigma Investments
88
Two Sigma Investments
New York
– -$916K -35,774 Closed
Millennium Management
89
Millennium Management
New York
– -$892K -34,843 Closed
EA
90
Emerald Advisers
Pennsylvania
– -$697K -27,219 Closed
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
– -$393K -15,330 Closed
CIC
92
Cornercap Investment Counsel
Georgia
– -$382K -14,934 Closed
SM
93
Salzhauer Michael
– -$370K -14,437 Closed
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
– -$255K -9,969 Closed
Los Angeles Capital Management
95
Los Angeles Capital Management
California
– -$231K -9,030 Closed
SG Americas Securities
96
SG Americas Securities
New York
– -$138K -5,371 Closed
Lazard Asset Management
97
Lazard Asset Management
New York
– -$70K -2,737 Closed
EWA
98
EverSource Wealth Advisors
Alabama
– -$820 -32 Closed
1 2 3
4

MPB Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q2 2023, worth a combined $155M — down 14% from $180M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MPB positions and 12 closed out — a net gain of 6 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.01M. The largest seller was First Trust Advisors, exiting entirely with an estimated $1.5M sold.

  • 85 institutional investors held Mid Penn Bancorp (MPB) as of Q2 2023, up from 79 in Q1 2023.
  • Funds reported $155M of Mid Penn Bancorp stock for Q2 2023, down 14% quarter-over-quarter.
  • 18 funds opened new Mid Penn Bancorp positions in Q2 2023 and 12 closed out, a net change of +6 holders.
  • The largest Mid Penn Bancorp buyer in Q2 2023 was AllianceBernstein, an estimated $1.01M added.
  • The largest Mid Penn Bancorp seller in Q2 2023 was First Trust Advisors, an estimated $1.5M sold.

Based on aggregated 13F filings for Q2 2023.