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MVB Financial

70 hedge funds and large institutions have $159M invested in MVB Financial in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0.52% less ownership

Funds ownership: 47.36%46.84% (-0.52%)

11% less capital invested

Capital invested by funds: $179M → $159M (-$19.6M)

11% less funds holding

Funds holding: 7970 (-9)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
26
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$112K -$10.8K -337 -8%
BCMLT
52
Beacon Capital Management LLC (Tennessee)
Tennessee
$101K
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$88K
Bank of America
54
Bank of America
North Carolina
$59K -$169K -5,242 -71%
TRCT
55
Tower Research Capital (TRC)
New York
$57K +$36.1K +1,122 +122%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$40.7K -$25.6K -797 -35%
AB
57
Amalgamated Bank
New York
$36K
Legal & General Group
58
Legal & General Group
United Kingdom
$28K +$5.01K +156 +18%
DA
59
Denali Advisors
California
$28K +$9.64K +300 +43%
AIP
60
Ameritas Investment Partners
Nebraska
$20K
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$15.8K
Barclays
62
Barclays
United Kingdom
$12K -$2.54K -79 -15%
CHC
63
City Holding Co
West Virginia
$11K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$9K +$611 +19 +7%
Citigroup
65
Citigroup
New York
$4K -$18.9K -587 -79%
CS
66
Credit Suisse
Switzerland
$2K +$1.48K +46 +460%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1K -$6.82K -212 -81%
Wells Fargo
68
Wells Fargo
California
$1K -$3.31K -103 -77%
LC
69
Lindbrook Capital
California
$1K
First Trust Advisors
70
First Trust Advisors
Illinois
-$657K -21,103 Closed
AQR Capital Management
71
AQR Capital Management
Connecticut
-$242K -7,790 Closed
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
-$176K -5,665 Closed
SG Americas Securities
73
SG Americas Securities
New York
-$113K -3,629 Closed
UBS Group
74
UBS Group
Switzerland
-$15K -491 Closed
ACM
75
Aquatic Capital Management
Illinois
-$12K -400 Closed

MVBF Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2022, worth a combined $159M — down 11% from $179M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MVBF and 3 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 26 added.

The largest buyer was Wellington Management Group, adding an estimated $6.22M. The largest seller was EJF Capital, cutting an estimated $7.6M.

  • 70 institutional investors held MVB Financial (MVBF) as of Q3 2022, down from 79 in Q2 2022.
  • Funds reported $159M of MVB Financial stock for Q3 2022, down 11% quarter-over-quarter.
  • 3 funds opened new MVB Financial positions in Q3 2022 and 11 closed out, a net change of -8 holders.
  • The largest MVB Financial buyer in Q3 2022 was Wellington Management Group, an estimated $6.22M added.
  • The largest MVB Financial seller in Q3 2022 was EJF Capital, an estimated $7.6M sold.

Based on aggregated 13F filings for Q3 2022.