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MVB Financial
MVBF

70 hedge funds and large institutions have $159M invested in MVB Financial in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0.52% less ownership

Funds ownership: 47.36% → 46.84% (-0.52%)

11% less capital invested

Capital invested by funds: $179M → $159M (-$19.6M)

11% less funds holding

Funds holding: 79 → 70 (-9)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
26
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.22M
2
AWM
Axxcess Wealth Management
California
+$1.03M
3
JP Morgan Chase
JP Morgan Chase
New York
+$812K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$659K
5
Citadel Advisors
Citadel Advisors
Florida
+$640K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$7.6M
2
Invesco
Invesco
Georgia
-$1.92M
3
JC
JCSD Capital
California
-$776K
4
Goldman Sachs
Goldman Sachs
New York
-$751K
5
First Trust Advisors
First Trust Advisors
Illinois
-$657K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$655K +$477K +14,842 +171%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$621K – – –
CAM
28
Cresset Asset Management
Illinois
$602K +$78.2K +2,432 +13%
ACA
29
Anchor Capital Advisors
Massachusetts
$592K -$280K -8,721 -29%
FNT
30
First National Trust
Pennsylvania
$580K – – –
WB
31
WesBanco Bank
West Virginia
$564K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$543K -$161 -5 -0%
Millennium Management
33
Millennium Management
New York
$510K +$589K +18,317 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$427K +$29K +903 +6%
KCM
35
Kennedy Capital Management
Missouri
$384K +$444K +13,805 New
Morgan Stanley
36
Morgan Stanley
New York
$350K -$201K -6,260 -33%
Invesco
37
Invesco
Georgia
$348K -$1.92M -59,747 -83%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$309K +$20.5K +638 +6%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$298K +$129K +4,012 +60%
CAMG
40
CWA Asset Management Group
Florida
$282K -$1.29K -40 -0.4%
First Manhattan
41
First Manhattan
New York
$264K – – –
CH
42
Canton Hathaway
Rhode Island
$239K – – –
Russell Investments Group
43
Russell Investments Group
United Kingdom
$239K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$209K +$5.37K +167 +2%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$206K +$707 +22 +0.3%
Osaic Holdings
46
Osaic Holdings
Arizona
$183K +$1.16K +36 +0.5%
MIM
47
MetLife Investment Management
New Jersey
$167K – – –
AIG
48
American International Group
New York
$135K +$2.22K +69 +1%
JC
49
JCSD Capital
California
$134K -$776K -24,151 -83%
Deutsche Bank
50
Deutsche Bank
Germany
$120K -$22K -683 -14%
1
2
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MVBF Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2022, worth a combined $159M — down 11% from $179M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MVBF and 3 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 26 added.

The largest buyer was Wellington Management Group, adding an estimated $6.22M. The largest seller was EJF Capital, cutting an estimated $7.6M.

  • 70 institutional investors held MVB Financial (MVBF) as of Q3 2022, down from 79 in Q2 2022.
  • Funds reported $159M of MVB Financial stock for Q3 2022, down 11% quarter-over-quarter.
  • 3 funds opened new MVB Financial positions in Q3 2022 and 11 closed out, a net change of -8 holders.
  • The largest MVB Financial buyer in Q3 2022 was Wellington Management Group, an estimated $6.22M added.
  • The largest MVB Financial seller in Q3 2022 was EJF Capital, an estimated $7.6M sold.

Based on aggregated 13F filings for Q3 2022.