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Mid Penn Bancorp
MPB

91 hedge funds and large institutions have $147M invested in Mid Penn Bancorp in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% more ownership

Funds ownership: 43.55% → 43.92% (+0.38%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

1% less funds holding

Funds holding: 92 → 91 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less capital invested

Capital invested by funds: $176M → $147M (-$29.7M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
29
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$1.16M
2
American Century Companies
American Century Companies
Missouri
+$713K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$468K
4
RA
Royce & Associates
New York
+$387K
5
RIA
Regal Investment Advisors
Michigan
+$380K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.54M
2
CCCPV
Castle Creek Capital Partners VI
California
-$774K
3
BlackRock
BlackRock
New York
-$476K
4
NYLIM
New York Life Investment Management
New York
-$330K
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$23.2M -$476K -22,089 -2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$14M -$140K -6,507 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.8M +$265K +12,314 +2%
BFC
4
Banc Funds Company
Illinois
$9.2M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.76M +$468K +21,747 +6%
AllianceBernstein
6
AllianceBernstein
Tennessee
$6.65M +$96.9K +4,500 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.27M +$282K +13,120 +4%
State Street
8
State Street
Massachusetts
$5.83M +$80.6K +3,743 +1%
CCCPV
9
Castle Creek Capital Partners VI
California
$4.81M -$774K -35,961 -13%
RA
10
Royce & Associates
New York
$4.45M +$387K +17,984 +9%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.36M – – –
PU
12
Petiole USA
New York
$3.94M – – –
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.25M – – –
American Century Companies
14
American Century Companies
Missouri
$2.65M +$713K +33,094 +33%
Northern Trust
15
Northern Trust
Illinois
$2.61M -$82.5K -3,830 -3%
LSV Asset Management
16
LSV Asset Management
Illinois
$2.58M +$277K +12,883 +11%
ECA
17
Endeavour Capital Advisors
Connecticut
$1.97M – – –
KCM
18
Kennedy Capital Management
Missouri
$1.92M +$1.16M +53,650 +126%
WBG
19
Wharton Business Group
Pennsylvania
$1.69M +$75.3K +3,497 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.46M +$62.7K +2,910 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.35M -$170K -7,882 -10%
N
22
Nuveen
North Carolina
$1.19M – – –
BCM
23
Bridgeway Capital Management
Texas
$1.16M +$49K +2,275 +4%
RWM
24
RKL Wealth Management
Pennsylvania
$1.11M – – –
DLP
25
De Lisle Partners
United Kingdom
$1.07M +$1.15M +53,476 New
1
2 3 4

MPB Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q1 2024, worth a combined $147M — down 17% from $176M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MPB and 6 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 29 added.

The largest buyer was Kennedy Capital Management, adding an estimated $1.16M. The largest seller was Morgan Stanley, cutting an estimated $1.54M.

  • 91 institutional investors held Mid Penn Bancorp (MPB) as of Q1 2024, down from 92 in Q4 2023.
  • Funds reported $147M of Mid Penn Bancorp stock for Q1 2024, down 17% quarter-over-quarter.
  • 6 funds opened new Mid Penn Bancorp positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest Mid Penn Bancorp buyer in Q1 2024 was Kennedy Capital Management, an estimated $1.16M added.
  • The largest Mid Penn Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2024.