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MVB Financial
MVBF

72 hedge funds and large institutions have $169M invested in MVB Financial in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

67% more capital invested

Capital invested by funds: $101M → $169M (+$67.6M)

24% more funds holding

Funds holding: 58 → 72 (+14)

5.25% more ownership

Funds ownership: 37.92% → 43.16% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
17
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.27M
2
MI
M3F Inc
Utah
+$2.08M
3
ACA
Apis Capital Advisors
New York
+$1.37M
4
EI
EAM Investors
California
+$1.29M
5
EVC
Eidelman Virant Capital
Missouri
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.67M
2
Renaissance Technologies
Renaissance Technologies
New York
-$885K
3
MPAM
Monarch Partners Asset Management
Massachusetts
-$700K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$596K
5
KCM
Kennedy Capital Management
Missouri
-$416K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$955K -$15.2K -541 -2%
Wells Fargo
27
Wells Fargo
California
$912K -$228K -8,145 -23%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$875K +$112K +4,000 +18%
American Century Companies
29
American Century Companies
Missouri
$849K +$145K +5,181 +26%
JC
30
JCSD Capital
California
$830K – – –
WB
31
WesBanco Bank
West Virginia
$791K +$655K +23,384 New
Charles Schwab
32
Charles Schwab
California
$785K -$25.8K -921 -4%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$709K +$341K +12,179 +138%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$693K -$148K -5,295 -20%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$679K – – –
CAMG
36
CWA Asset Management Group
Florida
$618K – – –
PAM
37
Panagora Asset Management
Massachusetts
$557K +$461K +16,477 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$502K -$22.3K -795 -5%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$473K -$19.5K -696 -5%
Marshall Wace
40
Marshall Wace
United Kingdom
$449K +$372K +13,289 New
First Manhattan
41
First Manhattan
New York
$412K – – –
Bank of America
42
Bank of America
North Carolina
$407K +$180K +6,418 +114%
IA
43
IndexIQ Advisors
New York
$403K +$334K +11,934 New
Invesco
44
Invesco
Georgia
$376K +$312K +11,139 New
LPL Financial
45
LPL Financial
California
$321K +$266K +9,498 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$314K – – –
Osaic Holdings
47
Osaic Holdings
Arizona
$279K +$51.1K +1,823 +28%
Barclays
48
Barclays
United Kingdom
$262K +$129K +4,621 +147%
Citadel Advisors
49
Citadel Advisors
Florida
$259K +$214K +7,654 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$221K -$596K -21,265 -76%
1
2
3 4

MVBF Hedge Fund Activity: Q1 2021 in Review

72 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2021, worth a combined $169M — up 67% from $101M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MVBF positions and 4 closed out — a net gain of 14 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $5.27M. The largest seller was Vanguard Group, cutting an estimated $1.67M.

  • 72 institutional investors held MVB Financial (MVBF) as of Q1 2021, up from 58 in Q4 2020.
  • Funds reported $169M of MVB Financial stock for Q1 2021, up 67% quarter-over-quarter.
  • 18 funds opened new MVB Financial positions in Q1 2021 and 4 closed out, a net change of +14 holders.
  • The largest MVB Financial buyer in Q1 2021 was Wellington Management Group, an estimated $5.27M added.
  • The largest MVB Financial seller in Q1 2021 was Vanguard Group, an estimated $1.67M sold.

Based on aggregated 13F filings for Q1 2021.