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MVB Financial

58 hedge funds and large institutions have $101M invested in MVB Financial in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

36% more capital invested

Capital invested by funds: $74.3M → $101M (+$26.9M)

4% more funds holding

Funds holding: 5658 (+2)

0.97% less ownership

Funds ownership: 38.88%37.92% (-0.97%)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
22
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$548K
MCWS
27
McKinley Carter Wealth Services
West Virginia
$496K
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$456K -$37.1K -1,955 -9%
American Century Companies
29
American Century Companies
Missouri
$452K +$77.7K +4,099 +26%
KCM
30
Kennedy Capital Management
Missouri
$416K -$372K -19,624 -52%
CAMG
31
CWA Asset Management Group
Florida
$414K -$275K -14,502 -44%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$355K +$38.9K +2,049 +15%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$333K
Morgan Stanley
34
Morgan Stanley
New York
$294K +$116K +6,110 +89%
First Manhattan
35
First Manhattan
New York
$276K
Goldman Sachs
36
Goldman Sachs
New York
$254K -$502K -26,469 -70%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$211K
AWM
38
AE Wealth Management
Kansas
$210K -$231K -12,200 -57%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$199K -$277K -14,591 -62%
Deutsche Bank
40
Deutsche Bank
Germany
$155K +$34.3K +1,807 +36%
Osaic Holdings
41
Osaic Holdings
Arizona
$146K
Bank of America
42
Bank of America
North Carolina
$127K +$51.1K +2,693 +92%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$125K -$10.7K -564 -9%
TRCT
44
Tower Research Capital (TRC)
New York
$71K -$133K -7,020 -69%
Barclays
45
Barclays
United Kingdom
$71K -$26.9K -1,416 -31%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$71K
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$67.2K +$10.1K +531 +22%
SO
48
STRS Ohio
Ohio
$56K
UBS Group
49
UBS Group
Switzerland
$46K +$24.2K +1,274 +169%
Citigroup
50
Citigroup
New York
$44K +$27.6K +1,458 +308%

MVBF Hedge Fund Activity: Q4 2020 in Review

58 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2020, worth a combined $101M — up 36% from $74.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MVBF positions and 5 closed out — a net gain of 3 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Monarch Partners Asset Management, opening a new position worth an estimated $1.29M. The largest seller was EJF Capital, cutting an estimated $4.74M.

  • 58 institutional investors held MVB Financial (MVBF) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $101M of MVB Financial stock for Q4 2020, up 36% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q4 2020 and 5 closed out, a net change of +3 holders.
  • The largest MVB Financial buyer in Q4 2020 was Monarch Partners Asset Management, an estimated $1.29M added.
  • The largest MVB Financial seller in Q4 2020 was EJF Capital, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2020.