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MVB Financial

88 hedge funds and large institutions have $143M invested in MVB Financial in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $123M → $143M (+$19.8M)

4.19% more ownership

Funds ownership: 49.19%53.38% (+4.2%)

4% more funds holding

Funds holding: 8588 (+3)

64% less call options, than puts

Call options by funds: $31K | Put options by funds: $87K

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
36
Reduced
14
Closed
9
Calls
$31K
Puts
$87K
Net Calls
-$56K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$183K +$10.2K +496 +6%
Wells Fargo
52
Wells Fargo
California
$180K +$30.3K +1,467 +20%
UBS Group
53
UBS Group
Switzerland
$164K +$51.6K +2,500 +46%
CH
54
Canton Hathaway
Rhode Island
$157K
Citadel Advisors
55
Citadel Advisors
Florida
$151K -$822K -39,851 -85%
Osaic Holdings
56
Osaic Holdings
Arizona
$140K
Mirae Asset Global ETFs Holdings
57
Mirae Asset Global ETFs Holdings
Hong Kong
$136K +$6.27K +304 +5%
MIM
58
MetLife Investment Management
New Jersey
$136K
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$131K -$211K -10,210 -62%
CF
60
Corebridge Financial
Texas
$118K -$8.87K -430 -7%
SG Americas Securities
61
SG Americas Securities
New York
$111K +$110K +5,351 New
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$99.3K
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.3K
PFSRSONJ
64
Police & Firemen's Retirement System of New Jersey
New Jersey
$63.5K +$63.3K +3,066 New
SO
65
STRS Ohio
Ohio
$58K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$37.8K +$186 +9 +0.5%
PMAM
67
Picton Mahoney Asset Management
Ontario, Canada
$30K +$8.13K +394 +37%
AIP
68
Ameritas Investment Partners
Nebraska
$23.2K
Legal & General Group
69
Legal & General Group
United Kingdom
$19.5K
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$17.2K
Canada Life
71
Canada Life
Manitoba, Canada
$14K +$13.9K +672 New
VCM
72
Versant Capital Management
Arizona
$12.1K +$12.1K +585 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$11.4K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$11K -$330 -16 -3%
CHC
75
City Holding Co
West Virginia
$7.87K

MVBF Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2024, worth a combined $143M — up 16% from $123M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 9 closed out — a net gain of 3 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was Banco Santander, opening a new position worth an estimated $7.53M. The largest seller was Wellington Management Group, cutting an estimated $2.28M.

  • 88 institutional investors held MVB Financial (MVBF) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $143M of MVB Financial stock for Q4 2024, up 16% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q4 2024 and 9 closed out, a net change of +3 holders.
  • The largest MVB Financial buyer in Q4 2024 was Banco Santander, an estimated $7.53M added.
  • The largest MVB Financial seller in Q4 2024 was Wellington Management Group, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.