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MVB Financial
MVBF

56 hedge funds and large institutions have $60.1M invested in MVB Financial in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 55 → 56 (+1)

2% more capital invested

Capital invested by funds: $58.6M → $60.1M (+$1.44M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.68% less ownership

Funds ownership: 38.49% → 37.81% (-0.68%)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
21
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$426K
2
California Public Employees Retirement System
California Public Employees Retirement System
California
+$289K
3
AWM
AE Wealth Management
Kansas
+$288K
4
Renaissance Technologies
Renaissance Technologies
New York
+$211K
5
ECA
Endeavour Capital Advisors
Connecticut
+$207K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.05M
2
BFC
Banc Funds Company
Illinois
-$1.03M
3
BCM
Bridgeway Capital Management
Texas
-$650K
4
SCC
Second Curve Capital
Pennsylvania
-$266K
5
Citadel Advisors
Citadel Advisors
Florida
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
26
McKinley Carter Wealth Services
West Virginia
$291K – – –
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$287K +$289K +21,555 New
AWM
28
AE Wealth Management
Kansas
$285K +$288K +21,452 New
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$208K -$54.2K -4,040 -21%
CHC
30
City Holding Co
West Virginia
$206K – – –
N
31
Nuveen
North Carolina
$198K – – –
Millennium Management
32
Millennium Management
New York
$197K +$45.2K +3,369 +29%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$196K – – –
American Century Companies
34
American Century Companies
Missouri
$169K +$171K +12,735 New
First Manhattan
35
First Manhattan
New York
$162K +$164K +12,200 New
Morgan Stanley
36
Morgan Stanley
New York
$159K +$69.6K +5,189 +77%
Invesco
37
Invesco
Georgia
$153K +$154K +11,500 New
Russell Investments Group
38
Russell Investments Group
United Kingdom
$134K +$134K +9,970 +4,659%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$124K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$123K -$87.9K -6,551 -41%
UBS Group
41
UBS Group
Switzerland
$99K -$47.4K -3,532 -32%
Osaic Holdings
42
Osaic Holdings
Arizona
$85K – – –
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$83K -$62K -4,617 -42%
AIG
44
American International Group
New York
$80K +$4.8K +358 +6%
Barclays
45
Barclays
United Kingdom
$73K +$30.6K +2,282 +72%
Deutsche Bank
46
Deutsche Bank
Germany
$60K +$20.4K +1,521 +50%
Bank of America
47
Bank of America
North Carolina
$54K +$23.6K +1,756 +78%
TRCT
48
Tower Research Capital (TRC)
New York
$39K +$39.6K +2,950 New
SO
49
STRS Ohio
Ohio
$33K – – –
MAM
50
Meeder Asset Management
Ohio
$22K -$6.71K -500 -23%
1
2
3

MVBF Hedge Fund Activity: Q2 2020 in Review

56 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2020, worth a combined $60.1M — up 2.5% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MVBF positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $426K. The largest seller was Wellington Management Group, cutting an estimated $1.05M.

  • 56 institutional investors held MVB Financial (MVBF) as of Q2 2020, up from 55 in Q1 2020.
  • Funds reported $60.1M of MVB Financial stock for Q2 2020, up 2.5% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q2 2020 and 7 closed out, a net change of +1 holder.
  • The largest MVB Financial buyer in Q2 2020 was Fourthstone LLC, an estimated $426K added.
  • The largest MVB Financial seller in Q2 2020 was Wellington Management Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2020.