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MVB Financial

78 hedge funds and large institutions have $116M invested in MVB Financial in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

10% more funds holding

Funds holding: 7178 (+7)

0.7% less ownership

Funds ownership: 45.41%44.71% (-0.7%)

4% less capital invested

Capital invested by funds: $121M → $116M (-$4.61M)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
30
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$166K -$24.2K -1,045 -12%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$152K
Osaic Holdings
53
Osaic Holdings
Arizona
$139K +$1.34K +58 +0.9%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$129K +$97.5K +4,205 +205%
Deutsche Bank
55
Deutsche Bank
Germany
$127K +$40.8K +1,759 +40%
MIM
56
MetLife Investment Management
New Jersey
$124K
Barclays
57
Barclays
United Kingdom
$107K +$56.2K +2,422 +88%
AIG
58
American International Group
New York
$102K +$2.27K +98 +2%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$78.6K -$6.52K -281 -7%
UBS Group
60
UBS Group
Switzerland
$68.5K +$11.2K +482 +17%
BCMLT
61
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.1K
Wells Fargo
62
Wells Fargo
California
$37.7K +$23.3K +1,006 +123%
AB
63
Amalgamated Bank
New York
$22K -$5.52K -238 -18%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$21.2K +$19.7K +849 +482%
Legal & General Group
65
Legal & General Group
United Kingdom
$20.7K
CHC
66
City Holding Co
West Virginia
$18.2K +$11.6K +500 +132%
TRCT
67
Tower Research Capital (TRC)
New York
$17K -$6.96K -300 -26%
AIP
68
Ameritas Investment Partners
Nebraska
$15.3K
EI
69
Ellevest Inc
New York
$14.8K +$16.6K +716 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$13K +$13.6K +587 +1,151%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$11.7K
EWA
72
EverSource Wealth Advisors
Alabama
$3.1K
C
73
Covestor
United Kingdom
$2K +$2.3K +99 +9,900%
BTI
74
Blue Trust Inc
Georgia
$2K +$2.55K +110 New
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$1K +$649 +28 New

MVBF Hedge Fund Activity: Q1 2023 in Review

78 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2023, worth a combined $116M — down 3.8% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 5 closed out — a net gain of 7 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.69M. The largest seller was TimesSquare Capital Management, cutting an estimated $4.39M.

  • 78 institutional investors held MVB Financial (MVBF) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $116M of MVB Financial stock for Q1 2023, down 3.8% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q1 2023 and 5 closed out, a net change of +7 holders.
  • The largest MVB Financial buyer in Q1 2023 was Millennium Management, an estimated $1.69M added.
  • The largest MVB Financial seller in Q1 2023 was TimesSquare Capital Management, an estimated $4.39M sold.

Based on aggregated 13F filings for Q1 2023.