MVB Financial
MVBF
79 hedge funds and large institutions have $179M invested in MVB Financial in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
5% more funds holding
Funds holding: 75 → 79 (+4)
2.14% more ownership
Funds ownership: 45.22% → 47.36% (+2.1%)
21% less capital invested
Capital invested by funds: $227M → $179M (-$48M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.44M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.78M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.28M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.29M |
| 5 |
Cerity Partners
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Apis Capital Advisors
New York
|
-$3.49M |
| 2 |
JC
JCSD Capital
Walnut Creek,
California
|
-$2.26M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$1.58M |
| 4 |
Millennium Management
New York
|
-$905K |
| 5 |
EGM
Engineers Gate Manager
New York
|
-$293K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
76
Apis Capital Advisors
New York
| – | -$3.49M | -84,000 | Closed |
|
|
77
Millennium Management
New York
| – | -$905K | -21,812 | Closed |
|
|
EGM
78
Engineers Gate Manager
New York
| – | -$293K | -7,055 | Closed |
|
|
MAM
79
Martingale Asset Management
Boston,
Massachusetts
| – | -$269K | -6,454 | Closed |
|
|
UBV
80
United Bank (Virginia)
Vienna,
Virginia
| – | -$259K | -6,250 | Closed |
|
|
HF
81
HRT Financial
New York
| – | -$203K | -4,914 | Closed |
|
|
TP
82
Tranquility Partners
Brentwood,
Tennessee
| – | -$201K | -4,850 | Closed |
|
83
Lazard Asset Management
New York
| – | -$53K | -1,284 | Closed |
|
|
AF
84
Allworth Financial
Folsom,
California
| – | +$226 | +6 | New |
|
|
PA
85
Parallel Advisors
San Francisco,
California
| – | +$226 | +6 | New |
|
|
CS
86
Credit Suisse
Zurich,
Switzerland
| – | +$377 | +10 | New |
|
|
GWS
87
Glassman Wealth Services
Vienna,
Virginia
| – | +$453 | +12 | New |
|
MVBF Hedge Fund Activity: Q2 2022 in Review
79 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2022, worth a combined $179M — down 21% from $227M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MVBF positions and 9 closed out — a net gain of 7 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $9.44M. The largest seller was Apis Capital Advisors, exiting entirely with an estimated $3.49M sold.
- 79 institutional investors held MVB Financial (MVBF) as of Q2 2022, up from 75 in Q1 2022.
- Funds reported $179M of MVB Financial stock for Q2 2022, down 21% quarter-over-quarter.
- 16 funds opened new MVB Financial positions in Q2 2022 and 9 closed out, a net change of +7 holders.
- The largest MVB Financial buyer in Q2 2022 was Wellington Management Group, an estimated $9.44M added.
- The largest MVB Financial seller in Q2 2022 was Apis Capital Advisors, an estimated $3.49M sold.
Based on aggregated 13F filings for Q2 2022.