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MVB Financial
MVBF

68 hedge funds and large institutions have $123M invested in MVB Financial in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

6% more capital invested

Capital invested by funds: $116M → $123M (+$6.78M)

1.31% more ownership

Funds ownership: 44.71% → 46.02% (+1.3%)

13% less funds holding

Funds holding: 78 → 68 (-10)

67% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
68
Holders Change
-10
Holders Change %
-12.82%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
36
Reduced
14
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.25M
2
BlackRock
BlackRock
New York
+$4.12M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$837K
4
Morgan Stanley
Morgan Stanley
New York
+$589K
5
CIC
Cornercap Investment Counsel
Georgia
+$517K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$2.68M
2
TCM
TimesSquare Capital Management
New York
-$1.78M
3
Millennium Management
Millennium Management
New York
-$1.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$701K
5
ACA
Anchor Capital Advisors
Massachusetts
-$620K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
26
McKinley Carter Wealth Services
West Virginia
$545K – – –
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$523K +$97.7K +5,200 +27%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$508K +$28.7K +1,525 +7%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$470K – – –
HCA
30
Harbour Capital Advisors
Virginia
$451K +$394K +20,988 New
FNT
31
First National Trust
Pennsylvania
$439K – – –
CAM
32
Cresset Asset Management
Illinois
$422K +$16.1K +857 +4%
Stifel Financial
33
Stifel Financial
Missouri
$403K -$26.2K -1,392 -7%
Bank of America
34
Bank of America
North Carolina
$365K +$106K +5,618 +48%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$358K +$14.7K +782 +5%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$340K +$2.05K +109 +0.7%
BCM
37
BHZ Capital Management
California
$272K +$243K +12,924 New
TI
38
Trexquant Investment
Connecticut
$260K +$7.58K +403 +3%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$259K -$162K -8,600 -41%
Barclays
40
Barclays
United Kingdom
$231K +$109K +5,797 +112%
QC
41
Quadrature Capital
United Kingdom
$221K -$413K -21,952 -68%
First Manhattan
42
First Manhattan
New York
$200K – – –
CH
43
Canton Hathaway
Rhode Island
$181K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$181K +$11K +587 +7%
Osaic Holdings
45
Osaic Holdings
Arizona
$143K +$977 +52 +0.8%
UBS Group
46
UBS Group
Switzerland
$137K +$59.5K +3,163 +95%
MIM
47
MetLife Investment Management
New Jersey
$127K – – –
Deutsche Bank
48
Deutsche Bank
Germany
$117K -$11.2K -595 -10%
AIG
49
American International Group
New York
$115K +$9.81K +522 +11%
Wells Fargo
50
Wells Fargo
California
$91.8K +$47.5K +2,525 +138%
1
2
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MVBF Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2023, worth a combined $123M — up 5.8% from $116M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MVBF and 5 opened new positions — a net loss of 10 holders — while 14 trimmed existing stakes and 36 added.

The largest buyer was Wellington Management Group, adding an estimated $4.25M. The largest seller was EJF Capital, exiting entirely with an estimated $2.68M sold.

  • 68 institutional investors held MVB Financial (MVBF) as of Q2 2023, down from 78 in Q1 2023.
  • Funds reported $123M of MVB Financial stock for Q2 2023, up 5.8% quarter-over-quarter.
  • 5 funds opened new MVB Financial positions in Q2 2023 and 15 closed out, a net change of -10 holders.
  • The largest MVB Financial buyer in Q2 2023 was Wellington Management Group, an estimated $4.25M added.
  • The largest MVB Financial seller in Q2 2023 was EJF Capital, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2023.