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Mid Penn Bancorp

44 hedge funds and large institutions have $30.7M invested in Mid Penn Bancorp in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

1.06% less ownership

Funds ownership: 20.71%19.66% (-1.1%)

8% less funds holding

Funds holding: 4844 (-4)

14% less capital invested

Capital invested by funds: $35.5M → $30.7M (-$4.84M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
20
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.89M +$292K +15,565 +4%
BlackRock
2
BlackRock
New York
$6.31M -$313K -16,648 -5%
State Street
3
State Street
Massachusetts
$2.2M +$148K +7,900 +7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.9M +$81.8K +4,354 +4%
GJL
5
Gendell Jeffrey L
$1.66M -$54.8K -2,918 -3%
Northern Trust
6
Northern Trust
Illinois
$1.41M -$24.7K -1,312 -2%
BFC
7
Banc Funds Company
Illinois
$1.39M
EC
8
EJF Capital
Virginia
$1.14M -$237K -12,626 -17%
WBG
9
Wharton Business Group
Pennsylvania
$832K +$129K +6,840 +18%
MA
10
Minerva Advisors
Pennsylvania
$815K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$685K +$43.4K +2,308 +7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$684K +$60K +3,194 +9%
WSFS
13
Wilmington Savings Fund Society
Delaware
$554K +$94K +5,000 +20%
JP Morgan Chase
14
JP Morgan Chase
New York
$455K +$241K +12,824 +108%
Wells Fargo
15
Wells Fargo
California
$368K +$55.8K +2,972 +17%
SM
16
Salzhauer Michael
$358K
EA
17
Emerald Advisers
Pennsylvania
$351K
Charles Schwab
18
Charles Schwab
California
$320K +$17.9K +952 +6%
SFS
19
Sowell Financial Services
Arkansas
$290K +$57.5K +3,060 +24%
Renaissance Technologies
20
Renaissance Technologies
New York
$269K -$163K -8,700 -37%
N
21
Nuveen
North Carolina
$264K +$76.8K +4,088 +40%
Morgan Stanley
22
Morgan Stanley
New York
$254K +$101K +5,370 +64%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$198K
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$189K -$48.8K -2,595 -20%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$159K +$67.7K +3,605 +72%

MPB Hedge Fund Activity: Q2 2020 in Review

44 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q2 2020, worth a combined $30.7M — down 14% from $35.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MPB and 1 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 20 added.

The largest buyer was Vanguard Group, adding an estimated $292K. The largest seller was Truist Financial, exiting entirely with an estimated $1.22M sold.

  • 44 institutional investors held Mid Penn Bancorp (MPB) as of Q2 2020, down from 48 in Q1 2020.
  • Funds reported $30.7M of Mid Penn Bancorp stock for Q2 2020, down 14% quarter-over-quarter.
  • 1 fund opened new Mid Penn Bancorp positions in Q2 2020 and 5 closed out, a net change of -4 holders.
  • The largest Mid Penn Bancorp buyer in Q2 2020 was Vanguard Group, an estimated $292K added.
  • The largest Mid Penn Bancorp seller in Q2 2020 was Truist Financial, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2020.