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Mid Penn Bancorp

45 hedge funds and large institutions have $34.2M invested in Mid Penn Bancorp in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

41% more capital invested

Capital invested by funds: $24.3M → $34.2M (+$9.96M)

10% more funds holding

Funds holding: 4145 (+4)

2.53% more ownership

Funds ownership: 11.36%13.89% (+2.5%)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.2M +$747K +23,557 +12%
GJL
2
Gendell Jeffrey L
$4.57M +$4.97M +156,841 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.74M +$3.59M +113,175 +741%
State Street
4
State Street
Massachusetts
$1.89M +$137K +4,334 +7%
MA
5
Minerva Advisors
Pennsylvania
$1.44M +$1.57M +49,637 New
Northern Trust
6
Northern Trust
Illinois
$1.42M +$225K +7,091 +17%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.39M +$497K +15,693 +49%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.25M +$79.4K +2,507 +6%
BCM
9
Bridgeway Capital Management
Texas
$1.22M +$127K +4,000 +11%
ROC
10
River Oaks Capital
Minnesota
$1.16M
EVC
11
Eidelman Virant Capital
Missouri
$1.14M +$1.24M +39,252 New
EA
12
Emerald Advisers
Pennsylvania
$877K
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$850K -$76.9K -2,426 -8%
BFC
14
Banc Funds Company
Illinois
$844K +$918K +28,955 New
WBG
15
Wharton Business Group
Pennsylvania
$775K
Deutsche Bank
16
Deutsche Bank
Germany
$732K +$92.2K +2,908 +13%
WSFS
17
Wilmington Savings Fund Society
Delaware
$663K
SM
18
Salzhauer Michael
$578K +$629K +19,837 New
AG
19
Advisor Group
Arizona
$483K +$12.1K +381 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$436K +$22.5K +710 +5%
Morgan Stanley
21
Morgan Stanley
New York
$420K +$61.7K +1,948 +16%
Renaissance Technologies
22
Renaissance Technologies
New York
$411K -$31.7K -1,000 -7%
BCM
23
BHZ Capital Management
California
$335K +$364K +11,492 New
Charles Schwab
24
Charles Schwab
California
$321K +$66.5K +2,100 +24%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$210K

MPB Hedge Fund Activity: Q3 2018 in Review

45 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q3 2018, worth a combined $34.2M — up 41% from $24.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MPB positions and 5 closed out — a net gain of 4 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Gendell Jeffrey L, opening a new position worth an estimated $4.97M. The largest seller was TIAA CREF Investment Management, exiting entirely with an estimated $252K sold.

  • 45 institutional investors held Mid Penn Bancorp (MPB) as of Q3 2018, up from 41 in Q2 2018.
  • Funds reported $34.2M of Mid Penn Bancorp stock for Q3 2018, up 41% quarter-over-quarter.
  • 9 funds opened new Mid Penn Bancorp positions in Q3 2018 and 5 closed out, a net change of +4 holders.
  • The largest Mid Penn Bancorp buyer in Q3 2018 was Gendell Jeffrey L, an estimated $4.97M added.
  • The largest Mid Penn Bancorp seller in Q3 2018 was TIAA CREF Investment Management, an estimated $252K sold.

Based on aggregated 13F filings for Q3 2018.