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MVB Financial

79 hedge funds and large institutions have $119M invested in MVB Financial in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

0% more funds holding

Funds holding: 7979 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.13% less ownership

Funds ownership: 49.73%49.6% (-0.13%)

16% less capital invested

Capital invested by funds: $142M → $119M (-$23.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $28K

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
35
Reduced
20
Closed
8
Calls
Puts
$28K
Net Calls
-$28K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
CH
51
Canton Hathaway
Rhode Island
$141K
Wells Fargo
52
Wells Fargo
California
$131K +$57.9K +3,038 +76%
UBS Group
53
UBS Group
Switzerland
$131K -$81.5K -4,273 -38%
Osaic Holdings
54
Osaic Holdings
Arizona
$126K +$591 +31 +0.5%
MIM
55
MetLife Investment Management
New Jersey
$123K +$10.8K +567 +9%
Mirae Asset Global ETFs Holdings
56
Mirae Asset Global ETFs Holdings
Hong Kong
$121K +$124K +6,508 New
CF
57
Corebridge Financial
Texas
$115K +$118K +6,172 New
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$89.4K +$38 +2 +0%
TRCT
59
Tower Research Capital (TRC)
New York
$80.1K +$80.7K +4,230 +6,130%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$76.8K +$686 +36 +0.9%
BCMLT
61
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.6K
Citigroup
62
Citigroup
New York
$48K +$3.3K +173 +7%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$28.6K +$362 +19 +1%
AIP
64
Ameritas Investment Partners
Nebraska
$20.9K
Legal & General Group
65
Legal & General Group
United Kingdom
$17.6K
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$15.5K -$5.93K -311 -27%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$10.3K
PMAM
68
Picton Mahoney Asset Management
Ontario, Canada
$9K +$9.65K +506 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$8K +$4.2K +220 +118%
CHC
70
City Holding Co
West Virginia
$7.08K
AB
71
Amalgamated Bank
New York
$7K
FHA
72
First Horizon Advisors
Tennessee
$5.59K
EWA
73
EverSource Wealth Advisors
Alabama
$1.95K
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.7K -$95 -5 -5%
FFO
75
Fortitude Family Office
Arizona
$1.1K

MVBF Hedge Fund Activity: Q2 2024 in Review

79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2024, worth a combined $119M — down 16% from $142M a quarter earlier.

Fund positioning in MVBF was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 35 added to existing stakes and 20 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.43M. The largest seller was TimesSquare Capital Management, cutting an estimated $1.64M.

  • 79 institutional investors held MVB Financial (MVBF) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $119M of MVB Financial stock for Q2 2024, down 16% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q2 2024 and 8 closed out, a net change of 0 holders.
  • The largest MVB Financial buyer in Q2 2024 was Kestra Advisory Services, an estimated $1.43M added.
  • The largest MVB Financial seller in Q2 2024 was TimesSquare Capital Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q2 2024.