MVB Financial
MVBF
75 hedge funds and large institutions have $227M invested in MVB Financial in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 13 closing their positions.
3% less capital invested
Capital invested by funds: $233M → $227M (-$6.13M)
1.36% less ownership
Funds ownership: 46.59% → 45.22% (-1.4%)
7% less funds holding
Funds holding: 81 → 75 (-6)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
39% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.8M |
| 2 |
Goldman Sachs
New York
|
+$1.36M |
| 3 |
JC
JCSD Capital
Walnut Creek,
California
|
+$933K |
| 4 |
Millennium Management
New York
|
+$875K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$595K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Covalent Partners
Concord,
Massachusetts
|
-$2.28M |
| 2 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$2.08M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.65M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$1.54M |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCA
76
Mendon Capital Advisors
Key Largo,
Florida
| – | -$2.08M | -50,000 | Closed |
|
77
Renaissance Technologies
New York
| – | -$575K | -13,839 | Closed |
|
|
FC
78
Full18 Capital
Westport,
Connecticut
| – | -$567K | -13,283 | Closed |
|
|
IA
79
IndexIQ Advisors
New York
| – | -$519K | -12,494 | Closed |
|
80
Envestnet Asset Management
Chicago,
Illinois
| – | -$389K | -9,377 | Closed |
|
81
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$282K | -6,800 | Closed |
|
82
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$247 | -5,938 | Closed |
|
83
SG Americas Securities
New York
| – | -$110K | -2,653 | Closed |
|
|
CC
84
Commons Capital
Needham,
Massachusetts
| – | -$42K | -1,020 | Closed |
|
|
MAM
85
Meeder Asset Management
Dublin,
Ohio
| – | -$26K | -639 | Closed |
|
|
ACM
86
Aquatic Capital Management
Chicago,
Illinois
| – | -$12K | -300 | Closed |
|
|
CWS
87
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$4K | -100 | Closed |
|
MVBF Hedge Fund Activity: Q1 2022 in Review
75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2022, worth a combined $227M — down 2.6% from $233M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of MVBF and 8 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 17 added.
The largest buyer was Wellington Management Group, adding an estimated $7.8M. The largest seller was Covalent Partners, exiting entirely with an estimated $2.28M sold.
- 75 institutional investors held MVB Financial (MVBF) as of Q1 2022, down from 81 in Q4 2021.
- Funds reported $227M of MVB Financial stock for Q1 2022, down 2.6% quarter-over-quarter.
- 8 funds opened new MVB Financial positions in Q1 2022 and 13 closed out, a net change of -5 holders.
- The largest MVB Financial buyer in Q1 2022 was Wellington Management Group, an estimated $7.8M added.
- The largest MVB Financial seller in Q1 2022 was Covalent Partners, an estimated $2.28M sold.
Based on aggregated 13F filings for Q1 2022.