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MVB Financial

52 hedge funds and large institutions have $123M invested in MVB Financial in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more capital invested

Capital invested by funds: $85.3M → $123M (+$37.2M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4.86% more ownership

Funds ownership: 36.75%41.6% (+4.9%)

4% more funds holding

Funds holding: 5052 (+2)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
24
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$471K +$114K +5,378 +40%
CHC
27
City Holding Co
West Virginia
$387K
N
28
Nuveen
North Carolina
$371K -$212K -10,003 -40%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$368K +$228K +10,770 +267%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$362K
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$349K -$678 -32 -0.2%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$318K +$78.1K +3,687 +40%
JP Morgan Chase
33
JP Morgan Chase
New York
$310K +$198K +9,346 +302%
UBS Group
34
UBS Group
Switzerland
$244K +$31.4K +1,482 +18%
Barclays
35
Barclays
United Kingdom
$244K +$105K +4,963 +103%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$232K
PPA
37
Parametric Portfolio Associates
Washington
$222K +$189K +8,918 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$213K +$181K +8,538 New
AG
39
Advisor Group
Arizona
$160K +$136K +6,423 New
AIG
40
American International Group
New York
$150K +$911 +43 +0.7%
Bank of America
41
Bank of America
North Carolina
$148K +$13.5K +635 +12%
GC
42
Globeflex Capital
California
$113K +$95.6K +4,515 New
Deutsche Bank
43
Deutsche Bank
Germany
$87K -$2.22K -105 -3%
SO
44
STRS Ohio
Ohio
$62K
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$57K +$17.8K +840 +58%
Citigroup
46
Citigroup
New York
$48K +$15.3K +720 +60%
Legal & General Group
47
Legal & General Group
United Kingdom
$43K
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$31K +$8.47K +400 +48%
MAM
49
Meeder Asset Management
Ohio
$26K +$22.4K +1,058 New
AIP
50
Ameritas Investment Partners
Nebraska
$18K

MVBF Hedge Fund Activity: Q4 2019 in Review

52 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2019, worth a combined $123M — up 44% from $85.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MVBF positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Second Curve Capital, adding an estimated $11.1M. The largest seller was Wellington Management Group, cutting an estimated $1.63M.

  • 52 institutional investors held MVB Financial (MVBF) as of Q4 2019, up from 50 in Q3 2019.
  • Funds reported $123M of MVB Financial stock for Q4 2019, up 44% quarter-over-quarter.
  • 7 funds opened new MVB Financial positions in Q4 2019 and 5 closed out, a net change of +2 holders.
  • The largest MVB Financial buyer in Q4 2019 was Second Curve Capital, an estimated $11.1M added.
  • The largest MVB Financial seller in Q4 2019 was Wellington Management Group, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2019.