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Mid Penn Bancorp

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: 7985 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$24.9M +$863K +37,788 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$17.1M -$957K -41,917 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.2M -$111K -4,855 -0.7%
FCM
4
FJ Capital Management
Virginia
$11.8M -$64.3K -2,814 -0.5%
BFC
5
Banc Funds Company
Illinois
$10.2M
AllianceBernstein
6
AllianceBernstein
Tennessee
$7.21M +$1.01M +44,390 +16%
State Street
7
State Street
Massachusetts
$6.52M +$80.2K +3,511 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.29M +$506K +22,158 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.91M +$336K +14,704 +6%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.76M -$1.13M -49,585 -19%
PU
11
Petiole USA
New York
$4.35M
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.58M +$206K +9,000 +6%
RA
13
Royce & Associates
New York
$3.42M -$65.4K -2,863 -2%
Northern Trust
14
Northern Trust
Illinois
$2.74M +$90.7K +3,973 +3%
LSV Asset Management
15
LSV Asset Management
Illinois
$2.53M +$95.9K +4,200 +4%
ECA
16
Endeavour Capital Advisors
Connecticut
$2.39M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.02M +$1.92K +84 +0.1%
WBG
18
Wharton Business Group
Pennsylvania
$1.68M +$118K +5,175 +7%
American Century Companies
19
American Century Companies
Missouri
$1.68M +$256K +11,220 +17%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.33M -$43.4K -1,899 -3%
Morgan Stanley
21
Morgan Stanley
New York
$1.24M +$553K +24,206 +76%
RWM
22
RKL Wealth Management
Pennsylvania
$1.22M
MA
23
Minerva Advisors
Pennsylvania
$1.14M
BCM
24
Bridgeway Capital Management
Texas
$1.13M +$244K +10,703 +27%
WSFS
25
Wilmington Savings Fund Society
Delaware
$871K +$50.2K +2,200 +6%

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.