MVB Financial
MVBF
55 hedge funds and large institutions have $58.6M invested in MVB Financial in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
6% more funds holding
Funds holding: 52 → 55 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
3.11% less ownership
Funds ownership: 41.6% → 38.49% (-3.1%)
52% less capital invested
Capital invested by funds: $123M → $58.6M (-$63.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$4.11M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.84M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$467K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$388K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
-$7.67M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$3.19M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$802K |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$658K |
| 5 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$534K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
51
Royce & Associates
New York
| $20K | +$29.7K | +1,606 | New |
|
52
Legal & General Group
London,
United Kingdom
| $16K | -$8.91K | -482 | -28% |
|
|
AIP
53
Ameritas Investment Partners
Lincoln,
Nebraska
| $9K | – | – | – |
|
54
Russell Investments Group
London,
United Kingdom
| $2K | – | – | – |
|
55
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | +$18 | +1 | +2% |
|
|
MWA
56
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| – | -$534K | -21,428 | Closed |
|
|
PPA
57
Parametric Portfolio Associates
Seattle,
Washington
| – | -$222K | -8,918 | Closed |
|
58
California Public Employees Retirement System
Sacramento,
California
| – | -$213K | -8,538 | Closed |
|
59
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$31K | -1,226 | Closed |
|
MVBF Hedge Fund Activity: Q1 2020 in Review
55 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2020, worth a combined $58.6M — down 52% from $123M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MVBF positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was Endeavour Capital Advisors, opening a new position worth an estimated $4.11M. The largest seller was Second Curve Capital, cutting an estimated $7.67M.
- 55 institutional investors held MVB Financial (MVBF) as of Q1 2020, up from 52 in Q4 2019.
- Funds reported $58.6M of MVB Financial stock for Q1 2020, down 52% quarter-over-quarter.
- 8 funds opened new MVB Financial positions in Q1 2020 and 4 closed out, a net change of +4 holders.
- The largest MVB Financial buyer in Q1 2020 was Endeavour Capital Advisors, an estimated $4.11M added.
- The largest MVB Financial seller in Q1 2020 was Second Curve Capital, an estimated $7.67M sold.
Based on aggregated 13F filings for Q1 2020.