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Mid Penn Bancorp
MPB

92 hedge funds and large institutions have $176M invested in Mid Penn Bancorp in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

29% more capital invested

Capital invested by funds: $137M → $176M (+$39.5M)

3% more funds holding

Funds holding: 89 → 92 (+3)

2.55% more ownership

Funds ownership: 41% → 43.55% (+2.5%)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
35
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.56M
2
BlackRock
BlackRock
New York
+$1.55M
3
KCM
Kennedy Capital Management
Missouri
+$903K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$627K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$623K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.46M
2
Millennium Management
Millennium Management
New York
-$747K
3
B
Bailard
California
-$371K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$365K
5
Squarepoint
Squarepoint
New York
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$28.7M +$1.55M +72,758 +7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$17.1M -$1.46M -68,475 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.4M +$627K +29,489 +5%
BFC
4
Banc Funds Company
Illinois
$11.2M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.88M +$623K +29,275 +9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$7.96M +$10K +470 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.29M +$251K +11,805 +4%
State Street
8
State Street
Massachusetts
$6.99M -$129K -6,058 -2%
CCCPV
9
Castle Creek Capital Partners VI
California
$6.71M +$5.88M +276,447 New
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.29M – – –
RA
11
Royce & Associates
New York
$4.96M +$193K +9,086 +5%
PU
12
Petiole USA
New York
$4.79M – – –
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.94M – – –
Northern Trust
14
Northern Trust
Illinois
$3.27M +$165K +7,751 +6%
Morgan Stanley
15
Morgan Stanley
New York
$3.01M +$1.56M +73,400 +145%
LSV Asset Management
16
LSV Asset Management
Illinois
$2.82M +$31.9K +1,500 +1%
American Century Companies
17
American Century Companies
Missouri
$2.42M +$154K +7,241 +8%
ECA
18
Endeavour Capital Advisors
Connecticut
$2.39M -$248K -11,662 -11%
WBG
19
Wharton Business Group
Pennsylvania
$1.96M +$53.4K +2,510 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.83M -$365K -17,160 -19%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.71M +$349K +16,420 +30%
N
22
Nuveen
North Carolina
$1.45M +$7.96K +374 +0.6%
BCM
23
Bridgeway Capital Management
Texas
$1.35M +$53.1K +2,496 +5%
RWM
24
RKL Wealth Management
Pennsylvania
$1.34M – – –
MA
25
Minerva Advisors
Pennsylvania
$1.26M – – –
1
2 3 4

MPB Hedge Fund Activity: Q4 2023 in Review

92 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q4 2023, worth a combined $176M — up 29% from $137M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MPB positions and 5 closed out — a net gain of 5 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.56M. The largest seller was Wellington Management Group, cutting an estimated $1.46M.

  • 92 institutional investors held Mid Penn Bancorp (MPB) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $176M of Mid Penn Bancorp stock for Q4 2023, up 29% quarter-over-quarter.
  • 10 funds opened new Mid Penn Bancorp positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest Mid Penn Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $1.56M added.
  • The largest Mid Penn Bancorp seller in Q4 2023 was Wellington Management Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2023.