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MVB Financial

71 hedge funds and large institutions have $121M invested in MVB Financial in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 7071 (+1)

1.43% less ownership

Funds ownership: 46.84%45.41% (-1.4%)

24% less capital invested

Capital invested by funds: $159M → $121M (-$38.4M)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
19
Closed
6
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
$90K +$1.12K +46 +1%
BCMLT
52
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.6K
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$69.4K
UBS Group
54
UBS Group
Switzerland
$62.5K +$69.3K +2,837 New
Barclays
55
Barclays
United Kingdom
$60.6K +$56.6K +2,316 +534%
DA
56
Denali Advisors
California
$48.4K +$29.3K +1,200 +120%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$45.2K +$14.5K +593 +41%
AB
58
Amalgamated Bank
New York
$29K
TRCT
59
Tower Research Capital (TRC)
New York
$25K -$22.1K -904 -44%
Legal & General Group
60
Legal & General Group
United Kingdom
$22.1K
Wells Fargo
61
Wells Fargo
California
$18.1K +$19.3K +791 +2,637%
AIP
62
Ameritas Investment Partners
Nebraska
$16K
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$12.5K
CHC
64
City Holding Co
West Virginia
$8.37K
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$5.16K -$70.6K -2,891 -1%
ACM
66
Aquatic Capital Management
Illinois
$4K +$4.88K +200 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$3.88K -$3.27K -134 -43%
EWA
68
EverSource Wealth Advisors
Alabama
$3.3K +$3.66K +150 New
Citigroup
69
Citigroup
New York
$1.54K -$2.1K -86 -55%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1K +$24 +1 +2%
AWM
71
Axxcess Wealth Management
California
-$893K -32,089 Closed
Millennium Management
72
Millennium Management
New York
-$510K -18,317 Closed
JC
73
JCSD Capital
California
-$134K -4,800 Closed
CS
74
Credit Suisse
Switzerland
-$2K -56 Closed
LC
75
Lindbrook Capital
California
-$1K -19 Closed

MVBF Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2022, worth a combined $121M — down 24% from $159M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MVBF positions and 6 closed out — a net gain of 1 holder — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $2.42M. The largest seller was Wellington Management Group, cutting an estimated $2.01M.

  • 71 institutional investors held MVB Financial (MVBF) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $121M of MVB Financial stock for Q4 2022, down 24% quarter-over-quarter.
  • 7 funds opened new MVB Financial positions in Q4 2022 and 6 closed out, a net change of +1 holder.
  • The largest MVB Financial buyer in Q4 2022 was Endeavour Capital Advisors, an estimated $2.42M added.
  • The largest MVB Financial seller in Q4 2022 was Wellington Management Group, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2022.