MVB Financial
MVBF
77 hedge funds and large institutions have $142M invested in MVB Financial in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
76% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 17
12% more funds holding
Funds holding: 69 → 77 (+8)
8% more capital invested
Capital invested by funds: $131M → $142M (+$11.1M)
3.83% more ownership
Funds ownership: 45.57% → 49.4% (+3.8%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $7K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.5M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$1.88M |
| 3 |
BlackRock
New York
|
+$1.23M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.04M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$690K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$1.84M |
| 2 |
Bank of New York Mellon
New York
|
-$571K |
| 3 |
HCA
Harbour Capital Advisors
Tysons Corner,
Virginia
|
-$474K |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$263K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$220K |
MVBF Hedge Fund Activity: Q4 2023 in Review
77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2023, worth a combined $142M — up 8.5% from $131M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MVBF positions and 1 closed out — a net gain of 8 holders — while 30 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.5M. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.84M.
- 77 institutional investors held MVB Financial (MVBF) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $142M of MVB Financial stock for Q4 2023, up 8.5% quarter-over-quarter.
- 9 funds opened new MVB Financial positions in Q4 2023 and 1 closed out, a net change of +8 holders.
- The largest MVB Financial buyer in Q4 2023 was Morgan Stanley, an estimated $2.5M added.
- The largest MVB Financial seller in Q4 2023 was Endeavour Capital Advisors, an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2023.