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Midland States Bancorp

96 hedge funds and large institutions have $308M invested in Midland States Bancorp in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

5% more funds holding

Funds holding: 9196 (+5)

0.35% less ownership

Funds ownership: 48.93%48.58% (-0.35%)

2% less capital invested

Capital invested by funds: $315M → $308M (-$6.26M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
41
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.9M +$427K +16,298 +1%
FCM
2
FJ Capital Management
Virginia
$32.1M +$524K +20,000 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.8M +$723K +27,588 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$23M -$5.2M -198,234 -18%
ECA
5
Endeavour Capital Advisors
Connecticut
$22.6M -$9.24M -352,490 -29%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$21.1M +$1.5M +57,108 +8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$13.2M -$1.66M -63,401 -11%
State Street
8
State Street
Massachusetts
$13.1M +$374K +14,269 +3%
Wells Fargo
9
Wells Fargo
California
$9.14M +$88.1K +3,360 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.22M +$233K +8,898 +3%
Northern Trust
11
Northern Trust
Illinois
$7.2M +$393K +14,983 +6%
Bank of America
12
Bank of America
North Carolina
$6.58M -$178K -6,783 -3%
SBCM
13
Schwerin Boyle Capital Management
Massachusetts
$6.57M
KCM
14
Kennedy Capital Management
Missouri
$6.36M +$1.19M +45,427 +23%
LSV Asset Management
15
LSV Asset Management
Illinois
$5.96M +$2.44M +93,168 +69%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$5.5M -$99.9K -3,810 -2%
PRCP
17
Pacific Ridge Capital Partners
Oregon
$5.39M +$187K +7,148 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.17M -$88.6K -3,380 -2%
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$3.8M
Charles Schwab
20
Charles Schwab
California
$3.32M +$139K +5,310 +4%
BCM
21
Bridgeway Capital Management
Texas
$3.22M
QCMC
22
Quantum Capital Management (California)
California
$3.09M +$28K +1,067 +0.9%
N
23
Nuveen
North Carolina
$2.82M +$748K +28,520 +36%
BWA
24
Burt Wealth Advisors
Maryland
$2.42M +$2.44M +93,096 New
QI
25
QS Investors
New York
$2.35M +$600K +22,900 +34%

MSBI Hedge Fund Activity: Q3 2019 in Review

96 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Midland States Bancorp (MSBI) for Q3 2019, worth a combined $308M — down 2% from $315M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MSBI positions and 5 closed out — a net gain of 5 holders — while 41 added to existing stakes and 18 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $2.44M. The largest seller was Endeavour Capital Advisors, cutting an estimated $9.24M.

  • 96 institutional investors held Midland States Bancorp (MSBI) as of Q3 2019, up from 91 in Q2 2019.
  • Funds reported $308M of Midland States Bancorp stock for Q3 2019, down 2% quarter-over-quarter.
  • 10 funds opened new Midland States Bancorp positions in Q3 2019 and 5 closed out, a net change of +5 holders.
  • The largest Midland States Bancorp buyer in Q3 2019 was LSV Asset Management, an estimated $2.44M added.
  • The largest Midland States Bancorp seller in Q3 2019 was Endeavour Capital Advisors, an estimated $9.24M sold.

Based on aggregated 13F filings for Q3 2019.