We are live on ! Find out more
MVBF icon

MVB Financial

79 hedge funds and large institutions have $142M invested in MVB Financial in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 7779 (+2)

0% more capital invested

Capital invested by funds: $142M → $142M (+$474K)

0.33% more ownership

Funds ownership: 49.4%49.73% (+0.33%)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
25
Closed
7
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$170K -$64.3K -2,963 -28%
CH
52
Canton Hathaway
Rhode Island
$169K -$21.7K -1,000 -12%
State of Tennessee, Department of Treasury
53
State of Tennessee, Department of Treasury
Tennessee
$167K +$163K +7,500 New
Osaic Holdings
54
Osaic Holdings
Arizona
$150K
MIM
55
MetLife Investment Management
New Jersey
$134K
AIG
56
American International Group
New York
$125K -$1.04K -48 -0.9%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$107K -$130 -6 -0.1%
EC
58
EntryPoint Capital
New York
$107K +$104K +4,789 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$90.5K +$88.8K +4,094 New
Wells Fargo
60
Wells Fargo
California
$88.7K +$11.1K +512 +15%
BCMLT
61
Beacon Capital Management LLC (Tennessee)
Tennessee
$72.6K
Citigroup
62
Citigroup
New York
$53.6K +$12.8K +592 +33%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$33.9K -$1.52K -70 -4%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$25.5K -$15.8K -727 -39%
AIP
65
Ameritas Investment Partners
Nebraska
$25K
Legal & General Group
66
Legal & General Group
United Kingdom
$21K
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$12.7K
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$12.3K
CHC
69
City Holding Co
West Virginia
$8.47K
AB
70
Amalgamated Bank
New York
$8K -$14.8K -684 -66%
FHA
71
First Horizon Advisors
Tennessee
$6.69K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4K +$22 +1 +0.5%
Comerica Bank
73
Comerica Bank
Texas
$3.37K
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.14K -$87 -4 -4%
TRCT
75
Tower Research Capital (TRC)
New York
$1.54K -$16.4K -757 -92%

MVBF Hedge Fund Activity: Q1 2024 in Review

79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2024, worth a combined $142M — up 0.33% from $142M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MVBF positions and 7 closed out — a net gain of 2 holders — while 25 added to existing stakes and 25 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $7.14M. The largest seller was Endeavour Capital Advisors, cutting an estimated $3.08M.

  • 79 institutional investors held MVB Financial (MVBF) as of Q1 2024, up from 77 in Q4 2023.
  • Funds reported $142M of MVB Financial stock for Q1 2024, up 0.33% quarter-over-quarter.
  • 9 funds opened new MVB Financial positions in Q1 2024 and 7 closed out, a net change of +2 holders.
  • The largest MVB Financial buyer in Q1 2024 was TimesSquare Capital Management, an estimated $7.14M added.
  • The largest MVB Financial seller in Q1 2024 was Endeavour Capital Advisors, an estimated $3.08M sold.

Based on aggregated 13F filings for Q1 2024.