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Mid Penn Bancorp

96 hedge funds and large institutions have $222M invested in Mid Penn Bancorp in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

41% more capital invested

Capital invested by funds: $158M → $222M (+$64.8M)

9% more funds holding

Funds holding: 8896 (+8)

1.7% more ownership

Funds ownership: 43.02%44.72% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
34
Reduced
23
Closed
10
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37.1M +$1.18M +43,033 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.5M +$2.15M +78,542 +11%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$19M +$2.18M +79,851 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$13.3M +$742K +27,170 +6%
BFC
5
Banc Funds Company
Illinois
$10.8M -$2.66M -97,275 -21%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10.5M +$484K +17,730 +5%
State Street
7
State Street
Massachusetts
$9.02M +$386K +14,148 +5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$8.88M -$1.11M -40,470 -12%
American Century Companies
9
American Century Companies
Missouri
$6.38M +$1.9M +69,609 +48%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.31M -$147K -5,366 -2%
RA
11
Royce & Associates
New York
$6.11M -$1.23M -44,988 -18%
PU
12
Petiole USA
New York
$5.88M
LSV Asset Management
13
LSV Asset Management
Illinois
$5.22M +$516K +18,896 +12%
Northern Trust
14
Northern Trust
Illinois
$3.85M +$188K +6,877 +6%
HIM
15
Hillsdale Investment Management
Ontario, Canada
$3.5M +$876K +32,078 +38%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.22M -$565K -20,669 -16%
WBG
17
Wharton Business Group
Pennsylvania
$2.52M
Morgan Stanley
18
Morgan Stanley
New York
$2.27M +$630K +23,078 +44%
KCM
19
Kennedy Capital Management
Missouri
$2.13M -$769K -28,158 -28%
First Trust Advisors
20
First Trust Advisors
Illinois
$1.95M +$1.78M +65,212 New
JP Morgan Chase
21
JP Morgan Chase
New York
$1.87M +$383K +14,009 +29%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.86M -$281K -10,304 -14%
BCM
23
Bridgeway Capital Management
Texas
$1.85M +$47.6K +1,742 +3%
DLP
24
De Lisle Partners
United Kingdom
$1.83M +$213K +7,787 +15%
N
25
Nuveen
North Carolina
$1.78M

MPB Hedge Fund Activity: Q3 2024 in Review

96 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Mid Penn Bancorp (MPB) for Q3 2024, worth a combined $222M — up 41% from $158M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MPB positions and 10 closed out — a net gain of 8 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.18M. The largest seller was Banc Funds Company, cutting an estimated $2.66M.

  • 96 institutional investors held Mid Penn Bancorp (MPB) as of Q3 2024, up from 88 in Q2 2024.
  • Funds reported $222M of Mid Penn Bancorp stock for Q3 2024, up 41% quarter-over-quarter.
  • 18 funds opened new Mid Penn Bancorp positions in Q3 2024 and 10 closed out, a net change of +8 holders.
  • The largest Mid Penn Bancorp buyer in Q3 2024 was Wellington Management Group, an estimated $2.18M added.
  • The largest Mid Penn Bancorp seller in Q3 2024 was Banc Funds Company, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2024.