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MVB Financial
MVBF

78 hedge funds and large institutions have $116M invested in MVB Financial in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

10% more funds holding

Funds holding: 71 → 78 (+7)

0.7% less ownership

Funds ownership: 45.41% → 44.71% (-0.7%)

4% less capital invested

Capital invested by funds: $121M → $116M (-$4.61M)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
30
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.69M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$902K
3
QC
Quadrature Capital
United Kingdom
+$496K
4
Stifel Financial
Stifel Financial
Missouri
+$476K
5
Morgan Stanley
Morgan Stanley
New York
+$420K

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$4.39M
2
EC
EJF Capital
Virginia
-$2.79M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$872K
5
Invesco
Invesco
Georgia
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
26
McKinley Carter Wealth Services
West Virginia
$534K – – –
KCM
27
Kennedy Capital Management
Missouri
$505K +$176K +7,591 +45%
Cerity Partners
28
Cerity Partners
New York
$467K – – –
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$466K +$158K +6,804 +43%
EMFAT
30
Emerald Mutual Fund Advisers Trust
Pennsylvania
$460K – – –
N
31
Nuveen
North Carolina
$456K -$5.78K -249 -1%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$431K -$48.7K -2,100 -9%
FNT
33
First National Trust
Pennsylvania
$430K – – –
Stifel Financial
34
Stifel Financial
Missouri
$423K +$476K +20,508 New
WB
35
WesBanco Bank
West Virginia
$419K – – –
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$405K +$116K +5,000 +34%
CAM
37
Cresset Asset Management
Illinois
$396K -$56.4K -2,432 -11%
Two Sigma Investments
38
Two Sigma Investments
New York
$380K +$19.6K +843 +5%
Boston Partners
39
Boston Partners
Massachusetts
$340K +$382K +16,456 New
Renaissance Technologies
40
Renaissance Technologies
New York
$336K +$378K +16,300 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$335K +$20K +862 +6%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$330K – – –
Prudential Financial
43
Prudential Financial
New Jersey
$284K +$319K +13,745 New
Marshall Wace
44
Marshall Wace
United Kingdom
$261K +$294K +12,664 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$249K +$212K +9,147 New
TI
46
Trexquant Investment
Connecticut
$246K +$64.2K +2,768 +30%
Bank of America
47
Bank of America
North Carolina
$241K +$101K +4,338 +59%
CAMG
48
CWA Asset Management Group
Florida
$203K -$1.39K -60 -0.6%
First Manhattan
49
First Manhattan
New York
$196K – – –
CH
50
Canton Hathaway
Rhode Island
$177K – – –
1
2
3 4

MVBF Hedge Fund Activity: Q1 2023 in Review

78 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2023, worth a combined $116M — down 3.8% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 5 closed out — a net gain of 7 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.69M. The largest seller was TimesSquare Capital Management, cutting an estimated $4.39M.

  • 78 institutional investors held MVB Financial (MVBF) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $116M of MVB Financial stock for Q1 2023, down 3.8% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q1 2023 and 5 closed out, a net change of +7 holders.
  • The largest MVB Financial buyer in Q1 2023 was Millennium Management, an estimated $1.69M added.
  • The largest MVB Financial seller in Q1 2023 was TimesSquare Capital Management, an estimated $4.39M sold.

Based on aggregated 13F filings for Q1 2023.