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Mid Penn Bancorp

88 hedge funds and large institutions have $158M invested in Mid Penn Bancorp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

8% more capital invested

Capital invested by funds: $147M → $158M (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 43.92%43.02% (-0.91%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 9188 (-3)

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
35
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$26.4M +$880K +42,354 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.3M +$1.12M +53,975 +8%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$12.3M -$2.9M -139,758 -20%
BFC
4
Banc Funds Company
Illinois
$10.1M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.2M +$650K +31,292 +8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$7.42M +$125K +6,040 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.3M +$403K +19,423 +6%
State Street
8
State Street
Massachusetts
$6.33M -$67.7K -3,259 -1%
RA
9
Royce & Associates
New York
$5.49M +$577K +27,796 +13%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.76M -$14.3K -690 -0.3%
PU
11
Petiole USA
New York
$4.33M
LSV Asset Management
12
LSV Asset Management
Illinois
$3.42M +$563K +27,098 +21%
American Century Companies
13
American Century Companies
Missouri
$3.17M +$244K +11,731 +9%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.83M -$696K -33,524 -21%
Northern Trust
15
Northern Trust
Illinois
$2.68M -$173K -8,351 -6%
KCM
16
Kennedy Capital Management
Missouri
$2.18M +$69.5K +3,347 +3%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$1.87M +$1.77M +85,400 New
WBG
18
Wharton Business Group
Pennsylvania
$1.85M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.6M +$107K +5,153 +8%
BCM
20
Bridgeway Capital Management
Texas
$1.32M +$48.6K +2,340 +4%
N
21
Nuveen
North Carolina
$1.31M
RWM
22
RKL Wealth Management
Pennsylvania
$1.21M
ECA
23
Endeavour Capital Advisors
Connecticut
$1.19M -$919K -44,265 -45%
DLP
24
De Lisle Partners
United Kingdom
$1.17M
Morgan Stanley
25
Morgan Stanley
New York
$1.16M +$10.6K +510 +1%

MPB Hedge Fund Activity: Q2 2024 in Review

88 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q2 2024, worth a combined $158M — up 7.6% from $147M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MPB and 14 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 35 added.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.77M. The largest seller was Castle Creek Capital Partners VI, exiting entirely with an estimated $4.81M sold.

  • 88 institutional investors held Mid Penn Bancorp (MPB) as of Q2 2024, down from 91 in Q1 2024.
  • Funds reported $158M of Mid Penn Bancorp stock for Q2 2024, up 7.6% quarter-over-quarter.
  • 14 funds opened new Mid Penn Bancorp positions in Q2 2024 and 15 closed out, a net change of -1 holder.
  • The largest Mid Penn Bancorp buyer in Q2 2024 was Hillsdale Investment Management, an estimated $1.77M added.
  • The largest Mid Penn Bancorp seller in Q2 2024 was Castle Creek Capital Partners VI, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2024.