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MVB Financial
MVBF

45 hedge funds and large institutions have $69.1M invested in MVB Financial in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

28% more capital invested

Capital invested by funds: $54M → $69.1M (+$15.1M)

7.43% more ownership

Funds ownership: 26.38% → 33.8% (+7.4%)

5% more funds holding

Funds holding: 43 → 45 (+2)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$13.9M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.45M
3
CAMG
CWA Asset Management Group
Florida
+$548K
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$359K
5
BlackRock
BlackRock
New York
+$341K

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$1.04M
2
LBS
Lawrence B. Seidman
-$902K
3
FIA
FNY Investment Advisers
New York
-$657K
4
Millennium Management
Millennium Management
New York
-$316K
5
TCIM
TIAA CREF Investment Management
New York
-$5.06K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$185K – – –
FIA
27
FNY Investment Advisers
New York
$174K -$657K -36,972 -79%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$168K – – –
AIG
29
American International Group
New York
$101K +$1.79K +101 +2%
UBS Group
30
UBS Group
Switzerland
$61K +$42.3K +2,381 +241%
Barclays
31
Barclays
United Kingdom
$61K +$48.7K +2,743 +444%
Bank of America
32
Bank of America
North Carolina
$56K +$30.9K +1,740 +132%
SO
33
STRS Ohio
Ohio
$45K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$44K +$43.9K +2,473 New
Citigroup
35
Citigroup
New York
$43K +$12.2K +686 +41%
WCM
36
Whitener Capital Management
North Carolina
$39K +$39.1K +2,200 New
JP Morgan Chase
37
JP Morgan Chase
New York
$35K -$4.55K -256 -12%
RQS
38
Ramsey Quantitative Systems
Kentucky
$34K +$9.18K +517 +38%
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$32K – – –
Legal & General Group
40
Legal & General Group
United Kingdom
$23K – – –
AIP
41
Ameritas Investment Partners
Nebraska
$13K – – –
Bessemer Group
42
Bessemer Group
New Jersey
$7K +$7.11K +400 New
SWP
43
Stratos Wealth Partners
Ohio
$5K +$5.33K +300 New
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$4.96K -$36 -2 -0.7%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1K -$36 -2 -3%
LBS
46
Lawrence B. Seidman
– -$902K -50,000 Closed
Millennium Management
47
Millennium Management
New York
– -$316K -17,480 Closed
PIA
48
Piedmont Investment Advisors
North Carolina
– -$3K -146 Closed
1
2

MVBF Hedge Fund Activity: Q3 2018 in Review

45 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2018, worth a combined $69.1M — up 28% from $54M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MVBF positions and 3 closed out — a net gain of 2 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was EJF Capital, adding an estimated $13.9M. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.04M.

  • 45 institutional investors held MVB Financial (MVBF) as of Q3 2018, up from 43 in Q2 2018.
  • Funds reported $69.1M of MVB Financial stock for Q3 2018, up 28% quarter-over-quarter.
  • 5 funds opened new MVB Financial positions in Q3 2018 and 3 closed out, a net change of +2 holders.
  • The largest MVB Financial buyer in Q3 2018 was EJF Capital, an estimated $13.9M added.
  • The largest MVB Financial seller in Q3 2018 was Endeavour Capital Advisors, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2018.