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MVB Financial
MVBF

43 hedge funds and large institutions have $54M invested in MVB Financial in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

79% more funds holding

Funds holding: 24 → 43 (+19)

16% more capital invested

Capital invested by funds: $46.5M → $54M (+$7.48M)

4.01% more ownership

Funds ownership: 22.36% → 26.38% (+4%)

Holders
43
Holders Change
+19
Holders Change %
+79.17%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
8
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.81M
2
State Street
State Street
Massachusetts
+$2.02M
3
Northern Trust
Northern Trust
Illinois
+$1.31M
4
LBS
Lawrence B. Seidman
+$950K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$473K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.58M
2
GJL
Gendell Jeffrey L
-$475K
3
TEE
Tibra Equities Europe
United Kingdom
-$398K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$356K
5
ECA
Endeavour Capital Advisors
Connecticut
-$343K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$232K +$245K +12,876 New
TA
27
Teachers Advisors
New York
$185K +$195K +10,265 New
Wells Fargo
28
Wells Fargo
California
$184K +$190K +10,009 +4,136%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$168K +$177K +9,300 New
AIG
30
American International Group
New York
$99K +$104K +5,481 New
SO
31
STRS Ohio
Ohio
$45K +$47.5K +2,500 New
JP Morgan Chase
32
JP Morgan Chase
New York
$40K +$41.9K +2,205 New
WAM
33
Wealthspire Advisors (Maryland)
Maryland
$32K – – –
Citigroup
34
Citigroup
New York
$30K +$32K +1,685 New
RQS
35
Ramsey Quantitative Systems
Kentucky
$25K +$7.62K +401 +41%
Bank of America
36
Bank of America
North Carolina
$24K +$25.1K +1,322 New
Legal & General Group
37
Legal & General Group
United Kingdom
$23K +$24.1K +1,266 New
UBS Group
38
UBS Group
Switzerland
$18K +$10.3K +541 +122%
AIP
39
Ameritas Investment Partners
Nebraska
$13K +$14.1K +740 New
Barclays
40
Barclays
United Kingdom
$12K +$11.7K +618 New
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$5K +$5.26K +277 New
PIA
42
Piedmont Investment Advisors
North Carolina
$3K +$2.77K +146 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1K +$1.14K +60 New
TEE
44
Tibra Equities Europe
United Kingdom
– -$398K -20,135 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$356K -18,047 Closed
CS
46
Credit Suisse
Switzerland
– -$246K -12,433 Closed
Man Group
47
Man Group
United Kingdom
– -$246K -12,433 Closed
WCM
48
Whitener Capital Management
North Carolina
– -$43K -2,200 Closed
SWP
49
Stratos Wealth Partners
Ohio
– -$6K -300 Closed
1
2

MVBF Hedge Fund Activity: Q2 2018 in Review

43 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2018, worth a combined $54M — up 16% from $46.5M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MVBF positions and 6 closed out — a net gain of 19 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $6.81M. The largest seller was Millennium Management, cutting an estimated $1.58M.

  • 43 institutional investors held MVB Financial (MVBF) as of Q2 2018, up from 24 in Q1 2018.
  • Funds reported $54M of MVB Financial stock for Q2 2018, up 16% quarter-over-quarter.
  • 25 funds opened new MVB Financial positions in Q2 2018 and 6 closed out, a net change of +19 holders.
  • The largest MVB Financial buyer in Q2 2018 was BlackRock, an estimated $6.81M added.
  • The largest MVB Financial seller in Q2 2018 was Millennium Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2018.