MVB Financial
MVBF
58 hedge funds and large institutions have $101M invested in MVB Financial in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
36% more capital invested
Capital invested by funds: $74.3M → $101M (+$26.9M)
4% more funds holding
Funds holding: 56 → 58 (+2)
0.97% less ownership
Funds ownership: 38.88% → 37.92% (-0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$1.29M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.05M |
| 3 |
BlackRock
New York
|
+$1.04M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$952K |
| 5 |
Renaissance Technologies
New York
|
+$772K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$4.74M |
| 2 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
-$1.47M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$939K |
| 4 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$920K |
| 5 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
-$677K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $33K | +$19.4K | +1,021 | +224% |
|
52
Lazard Asset Management
New York
| $22K | +$19.1K | +1,006 | New |
|
53
Legal & General Group
London,
United Kingdom
| $20K | – | – | – |
|
|
DA
54
Denali Advisors
San Diego,
California
| $18K | +$15K | +790 | New |
|
|
AIP
55
Ameritas Investment Partners
Lincoln,
Nebraska
| $17K | – | – | – |
|
|
MFIM
56
Mesirow Financial Investment Management
Chicago,
Illinois
| $7.01K | +$5.86K | +309 | New |
|
57
Federated Hermes
Pittsburgh,
Pennsylvania
| $2K | -$853 | -45 | -34% |
|
|
AIG
58
American International Group
New York
| $128 | -$4.59K | -242 | -4% |
|
|
PTC
59
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| – | -$1.47M | -92,300 | Closed |
|
|
EVC
60
Eidelman Virant Capital
Saint Louis,
Missouri
| – | -$920K | -56,920 | Closed |
|
|
EMFAT
61
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| – | -$404K | -25,267 | Closed |
|
|
CHC
62
City Holding Co
Charleston,
West Virginia
| – | -$248K | -15,519 | Closed |
|
|
MAM
63
Meeder Asset Management
Dublin,
Ohio
| – | -$27K | -1,668 | Closed |
|
MVBF Hedge Fund Activity: Q4 2020 in Review
58 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2020, worth a combined $101M — up 36% from $74.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MVBF positions and 5 closed out — a net gain of 3 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Monarch Partners Asset Management, opening a new position worth an estimated $1.29M. The largest seller was EJF Capital, cutting an estimated $4.74M.
- 58 institutional investors held MVB Financial (MVBF) as of Q4 2020, up from 56 in Q3 2020.
- Funds reported $101M of MVB Financial stock for Q4 2020, up 36% quarter-over-quarter.
- 8 funds opened new MVB Financial positions in Q4 2020 and 5 closed out, a net change of +3 holders.
- The largest MVB Financial buyer in Q4 2020 was Monarch Partners Asset Management, an estimated $1.29M added.
- The largest MVB Financial seller in Q4 2020 was EJF Capital, an estimated $4.74M sold.
Based on aggregated 13F filings for Q4 2020.