We are live on ! Find out more
MVBF icon

MVB Financial

85 hedge funds and large institutions have $123M invested in MVB Financial in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

8% more funds holding

Funds holding: 7985 (+6)

3% more capital invested

Capital invested by funds: $119M → $123M (+$3.96M)

0.41% less ownership

Funds ownership: 49.6%49.19% (-0.41%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
31
Reduced
19
Closed
3
Calls
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$194K -$2.12K -102 -1%
Citigroup
52
Citigroup
New York
$162K +$120K +5,778 +224%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$161K -$1.33K -64 -0.8%
CH
54
Canton Hathaway
Rhode Island
$147K
Wells Fargo
55
Wells Fargo
California
$140K +$4.68K +226 +3%
Osaic Holdings
56
Osaic Holdings
Arizona
$131K +$21 +1 +0%
MIM
57
MetLife Investment Management
New Jersey
$127K
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$121K -$4.87K -235 -4%
CF
59
Corebridge Financial
Texas
$119K -$767 -37 -0.6%
UBS Group
60
UBS Group
Switzerland
$105K -$32.5K -1,570 -22%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$92.9K
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$80.6K +$726 +35 +0.8%
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$63K
SO
64
STRS Ohio
Ohio
$54.2K +$58K +2,800 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$35.2K +$5.85K +282 +18%
AIP
66
Ameritas Investment Partners
Nebraska
$21.7K
PMAM
67
Picton Mahoney Asset Management
Ontario, Canada
$21K +$11.7K +564 +111%
Legal & General Group
68
Legal & General Group
United Kingdom
$18.3K
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$16.1K
TRCT
70
Tower Research Capital (TRC)
New York
$12.8K -$75.4K -3,639 -85%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$11K +$3.01K +145 +36%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$10.6K
CHC
73
City Holding Co
West Virginia
$7.36K
AB
74
Amalgamated Bank
New York
$7K
FHA
75
First Horizon Advisors
Tennessee
$5.81K

MVBF Hedge Fund Activity: Q3 2024 in Review

85 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2024, worth a combined $123M — up 3.3% from $119M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MVBF positions and 3 closed out — a net gain of 6 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Inspire Investing, opening a new position worth an estimated $826K. The largest seller was TimesSquare Capital Management, cutting an estimated $1.76M.

  • 85 institutional investors held MVB Financial (MVBF) as of Q3 2024, up from 79 in Q2 2024.
  • Funds reported $123M of MVB Financial stock for Q3 2024, up 3.3% quarter-over-quarter.
  • 9 funds opened new MVB Financial positions in Q3 2024 and 3 closed out, a net change of +6 holders.
  • The largest MVB Financial buyer in Q3 2024 was Inspire Investing, an estimated $826K added.
  • The largest MVB Financial seller in Q3 2024 was TimesSquare Capital Management, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2024.