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MVB Financial

88 hedge funds and large institutions have $143M invested in MVB Financial in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $123M → $143M (+$19.8M)

4.19% more ownership

Funds ownership: 49.19%53.38% (+4.2%)

4% more funds holding

Funds holding: 8588 (+3)

64% less call options, than puts

Call options by funds: $31K | Put options by funds: $87K

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
36
Reduced
14
Closed
9
Calls
$31K
Puts
$87K
Net Calls
-$56K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$653K +$21 +1 +0%
SCA
27
Sippican Capital Advisors
Massachusetts
$637K +$144K +6,965 +29%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$632K +$87.8K +4,255 +16%
Barclays
29
Barclays
United Kingdom
$612K +$106K +5,135 +21%
First Manhattan
30
First Manhattan
New York
$590K
Bank of America
31
Bank of America
North Carolina
$572K +$262K +12,723 +85%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$536K
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$472K +$63K +3,052 +15%
Two Sigma Investments
34
Two Sigma Investments
New York
$464K +$149K +7,211 +47%
MAM
35
Martingale Asset Management
Massachusetts
$409K +$6.15K +298 +2%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$381K +$5.18K +251 +1%
CAM
37
Cresset Asset Management
Illinois
$365K -$20.9K -1,013 -5%
Invesco
38
Invesco
Georgia
$361K +$7.24K +351 +2%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$348K +$352K +17,038 New
FL
40
Fourthstone LLC
Missouri
$343K +$342K +16,553 New
FNT
41
First National Trust
Pennsylvania
$333K +$8.62K +418 +3%
TI
42
Trexquant Investment
Connecticut
$311K +$310K +15,024 New
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$289K -$109K -5,307 -28%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$279K +$28.9K +1,400 +12%
Deutsche Bank
45
Deutsche Bank
Germany
$272K +$271K +13,116 New
EF
46
Empowered Funds
Pennsylvania
$269K +$12.9K +625 +5%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$259K
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$257K -$82.5K -4,000 -24%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$207K
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$191K +$18.5K +898 +11%

MVBF Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2024, worth a combined $143M — up 16% from $123M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 9 closed out — a net gain of 3 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was Banco Santander, opening a new position worth an estimated $7.53M. The largest seller was Wellington Management Group, cutting an estimated $2.28M.

  • 88 institutional investors held MVB Financial (MVBF) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $143M of MVB Financial stock for Q4 2024, up 16% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q4 2024 and 9 closed out, a net change of +3 holders.
  • The largest MVB Financial buyer in Q4 2024 was Banco Santander, an estimated $7.53M added.
  • The largest MVB Financial seller in Q4 2024 was Wellington Management Group, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.