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Mid Penn Bancorp
MPB

89 hedge funds and large institutions have $137M invested in Mid Penn Bancorp in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

5% more funds holding

Funds holding: 85 → 89 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less ownership

Funds ownership: 43.99% → 41% (-3%)

12% less capital invested

Capital invested by funds: $155M → $137M (-$17.8M)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
28
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.32M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.17M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.15M
4
RA
Royce & Associates
New York
+$886K
5
N
Nuveen
North Carolina
+$620K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$11.8M
2
BlackRock
BlackRock
New York
-$416K
3
SFS
Sowell Financial Services
Arkansas
-$334K
4
Stifel Financial
Stifel Financial
Missouri
-$210K
5
EFS
Econ Financial Services
Pennsylvania
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$22.3M -$416K -18,800 -2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$15.6M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$13M +$28.6K +1,293 +0.2%
BFC
4
Banc Funds Company
Illinois
$9.26M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.78M +$1.15M +51,756 +18%
AllianceBernstein
6
AllianceBernstein
Tennessee
$6.59M +$16.4K +740 +0.2%
State Street
7
State Street
Massachusetts
$5.91M -$28.2K -1,272 -0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.8M +$454K +20,489 +8%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.38M +$48.9K +2,210 +1%
PU
10
Petiole USA
New York
$3.97M – – –
RA
11
Royce & Associates
New York
$3.93M +$886K +40,018 +26%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.27M – – –
Northern Trust
13
Northern Trust
Illinois
$2.55M +$61.8K +2,791 +2%
LSV Asset Management
14
LSV Asset Management
Illinois
$2.31M – – –
ECA
15
Endeavour Capital Advisors
Connecticut
$2.22M +$47.3K +2,136 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.86M +$26K +1,176 +1%
American Century Companies
17
American Century Companies
Missouri
$1.86M +$364K +16,441 +22%
WBG
18
Wharton Business Group
Pennsylvania
$1.58M +$52.2K +2,355 +3%
Millennium Management
19
Millennium Management
New York
$1.2M +$1.32M +59,425 New
N
20
Nuveen
North Carolina
$1.19M +$620K +27,998 +89%
RWM
21
RKL Wealth Management
Pennsylvania
$1.11M – – –
JP Morgan Chase
22
JP Morgan Chase
New York
$1.08M -$142K -6,432 -11%
BCM
23
Bridgeway Capital Management
Texas
$1.07M +$45.5K +2,054 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$1.06M +$1.17M +52,619 New
MA
25
Minerva Advisors
Pennsylvania
$1.04M – – –
1
2 3 4

MPB Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q3 2023, worth a combined $137M — down 12% from $155M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MPB positions and 8 closed out — a net gain of 5 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.32M. The largest seller was FJ Capital Management, exiting entirely with an estimated $11.8M sold.

  • 89 institutional investors held Mid Penn Bancorp (MPB) as of Q3 2023, up from 85 in Q2 2023.
  • Funds reported $137M of Mid Penn Bancorp stock for Q3 2023, down 12% quarter-over-quarter.
  • 13 funds opened new Mid Penn Bancorp positions in Q3 2023 and 8 closed out, a net change of +5 holders.
  • The largest Mid Penn Bancorp buyer in Q3 2023 was Millennium Management, an estimated $1.32M added.
  • The largest Mid Penn Bancorp seller in Q3 2023 was FJ Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2023.