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Mid Penn Bancorp

71 hedge funds and large institutions have $187M invested in Mid Penn Bancorp in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

35% more capital invested

Capital invested by funds: $138M → $187M (+$48.7M)

6% more funds holding

Funds holding: 6771 (+4)

5.2% less ownership

Funds ownership: 43.78%38.58% (-5.2%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
40
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$35.3M +$11.2M +377,007 +51%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$24.7M -$2.83M -95,488 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.1M +$6.39M +215,460 +48%
FCM
4
FJ Capital Management
Virginia
$18.8M +$1.84M +62,000 +12%
BFC
5
Banc Funds Company
Illinois
$14.7M +$7.6M +255,955 +123%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.97M +$1.89M +63,737 +41%
AllianceBernstein
7
AllianceBernstein
Tennessee
$6.76M -$1.66M -56,020 -21%
State Street
8
State Street
Massachusetts
$5.94M +$1.1M +36,945 +25%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.73M
PU
10
Petiole USA
New York
$5.08M +$4.75M +159,984 New
Northern Trust
11
Northern Trust
Illinois
$3.9M +$1.02M +34,223 +39%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.33M +$322K +10,840 +12%
ECA
13
Endeavour Capital Advisors
Connecticut
$2.64M -$1.37M -46,125 -36%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.52M +$1.08M +36,243 +84%
BCM
15
BHZ Capital Management
California
$2.11M +$1.45M +48,838 +275%
WBG
16
Wharton Business Group
Pennsylvania
$1.95M +$289K +9,743 +19%
BCM
17
Bridgeway Capital Management
Texas
$1.64M +$555K +18,703 +57%
MA
18
Minerva Advisors
Pennsylvania
$1.64M +$379K +12,781 +33%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.36M +$291K +9,802 +30%
Charles Schwab
20
Charles Schwab
California
$1.15M +$352K +11,856 +49%
Barclays
21
Barclays
United Kingdom
$1.12M +$392K +13,203 +60%
Morgan Stanley
22
Morgan Stanley
New York
$1.09M +$148K +4,990 +17%
N
23
Nuveen
North Carolina
$1.02M +$106K +3,586 +12%
ROC
24
River Oaks Capital
Minnesota
$952K +$890K +30,000 New
WSFS
25
Wilmington Savings Fund Society
Delaware
$913K

MPB Hedge Fund Activity: Q4 2021 in Review

71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q4 2021, worth a combined $187M — up 35% from $138M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MPB positions and 6 closed out — a net gain of 4 holders — while 40 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $11.2M. The largest seller was Wellington Management Group, cutting an estimated $2.83M.

  • 71 institutional investors held Mid Penn Bancorp (MPB) as of Q4 2021, up from 67 in Q3 2021.
  • Funds reported $187M of Mid Penn Bancorp stock for Q4 2021, up 35% quarter-over-quarter.
  • 10 funds opened new Mid Penn Bancorp positions in Q4 2021 and 6 closed out, a net change of +4 holders.
  • The largest Mid Penn Bancorp buyer in Q4 2021 was BlackRock, an estimated $11.2M added.
  • The largest Mid Penn Bancorp seller in Q4 2021 was Wellington Management Group, an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2021.