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MVB Financial

79 hedge funds and large institutions have $119M invested in MVB Financial in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

0% more funds holding

Funds holding: 7979 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.13% less ownership

Funds ownership: 49.73%49.6% (-0.13%)

16% less capital invested

Capital invested by funds: $142M → $119M (-$23.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $28K

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
35
Reduced
20
Closed
8
Calls
Puts
$28K
Net Calls
-$28K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$621K +$1.96K +103 +0.3%
Charles Schwab
27
Charles Schwab
California
$599K +$30.4K +1,593 +5%
Cerity Partners
28
Cerity Partners
New York
$583K -$6.06K -318 -1%
Goldman Sachs
29
Goldman Sachs
New York
$571K +$73.6K +3,859 +14%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$483K -$15.5K -812 -3%
MCWS
31
McKinley Carter Wealth Services
West Virginia
$482K
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$438K +$62.8K +3,291 +16%
First Manhattan
33
First Manhattan
New York
$410K +$66.7K +3,500 +19%
SCA
34
Sippican Capital Advisors
Massachusetts
$399K +$144K +7,570 +55%
CAM
35
Cresset Asset Management
Illinois
$396K +$15K +788 +4%
Citadel Advisors
36
Citadel Advisors
Florida
$392K +$44.6K +2,339 +13%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$333K +$10.5K +549 +3%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$328K -$26.7K -1,400 -7%
Squarepoint
39
Squarepoint
New York
$312K +$137K +7,191 +75%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$302K -$226K -11,858 -42%
FNT
41
First National Trust
Pennsylvania
$292K
State of Tennessee, Department of Treasury
42
State of Tennessee, Department of Treasury
Tennessee
$267K +$130K +6,835 +91%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$239K -$24.8K -1,300 -9%
Barclays
44
Barclays
United Kingdom
$228K -$75.7K -3,972 -24%
EF
45
Empowered Funds
Pennsylvania
$220K +$13.7K +720 +6%
Jane Street
46
Jane Street
New York
$205K +$210K +11,009 New
Bank of America
47
Bank of America
North Carolina
$193K +$14.5K +762 +8%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$188K
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$181K +$31.1K +1,629 +20%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$156K +$15.7K +825 +11%

MVBF Hedge Fund Activity: Q2 2024 in Review

79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2024, worth a combined $119M — down 16% from $142M a quarter earlier.

Fund positioning in MVBF was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 35 added to existing stakes and 20 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.43M. The largest seller was TimesSquare Capital Management, cutting an estimated $1.64M.

  • 79 institutional investors held MVB Financial (MVBF) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $119M of MVB Financial stock for Q2 2024, down 16% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q2 2024 and 8 closed out, a net change of 0 holders.
  • The largest MVB Financial buyer in Q2 2024 was Kestra Advisory Services, an estimated $1.43M added.
  • The largest MVB Financial seller in Q2 2024 was TimesSquare Capital Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q2 2024.