MVB Financial
MVBF
52 hedge funds and large institutions have $123M invested in MVB Financial in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44% more capital invested
Capital invested by funds: $85.3M → $123M (+$37.2M)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
4.86% more ownership
Funds ownership: 36.75% → 41.6% (+4.9%)
4% more funds holding
Funds holding: 50 → 52 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
+$11.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.81M |
| 3 |
Renaissance Technologies
New York
|
+$1.08M |
| 4 |
State Street
Boston,
Massachusetts
|
+$661K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$609K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.63M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$1.42M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$718K |
| 4 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$561K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$308K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Russell Investments Group
London,
United Kingdom
| $5K | +$4.53K | +214 | New |
|
52
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | +$996 | +47 | New |
|
|
ECA
53
Endeavour Capital Advisors
Greenwich,
Connecticut
| – | -$1.42M | -71,611 | Closed |
|
|
WCM
54
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$43K | -2,200 | Closed |
|
55
Victory Capital Management
San Antonio,
Texas
| – | -$37K | -1,866 | Closed |
|
|
HIM
56
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$22K | -1,100 | Closed |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| – | -$9K | -440 | Closed |
|
MVBF Hedge Fund Activity: Q4 2019 in Review
52 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2019, worth a combined $123M — up 44% from $85.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MVBF positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was Second Curve Capital, adding an estimated $11.1M. The largest seller was Wellington Management Group, cutting an estimated $1.63M.
- 52 institutional investors held MVB Financial (MVBF) as of Q4 2019, up from 50 in Q3 2019.
- Funds reported $123M of MVB Financial stock for Q4 2019, up 44% quarter-over-quarter.
- 7 funds opened new MVB Financial positions in Q4 2019 and 5 closed out, a net change of +2 holders.
- The largest MVB Financial buyer in Q4 2019 was Second Curve Capital, an estimated $11.1M added.
- The largest MVB Financial seller in Q4 2019 was Wellington Management Group, an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2019.