MVB Financial
MVBF
70 hedge funds and large institutions have $159M invested in MVB Financial in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 11 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
0.52% less ownership
Funds ownership: 47.36% → 46.84% (-0.52%)
11% less capital invested
Capital invested by funds: $179M → $159M (-$19.6M)
11% less funds holding
Funds holding: 79 → 70 (-9)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.22M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.03M |
| 3 |
JP Morgan Chase
New York
|
+$812K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$659K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$640K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$7.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.92M |
| 3 |
JC
JCSD Capital
Walnut Creek,
California
|
-$776K |
| 4 |
Goldman Sachs
New York
|
-$751K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$657K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCG
76
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$9K | -282 | Closed |
|
77
Allspring Global Investments
Charlotte,
North Carolina
| – | -$7K | -244 | Closed |
|
78
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -76 | Closed |
|
MVBF Hedge Fund Activity: Q3 2022 in Review
70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2022, worth a combined $159M — down 11% from $179M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of MVBF and 3 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 26 added.
The largest buyer was Wellington Management Group, adding an estimated $6.22M. The largest seller was EJF Capital, cutting an estimated $7.6M.
- 70 institutional investors held MVB Financial (MVBF) as of Q3 2022, down from 79 in Q2 2022.
- Funds reported $159M of MVB Financial stock for Q3 2022, down 11% quarter-over-quarter.
- 3 funds opened new MVB Financial positions in Q3 2022 and 11 closed out, a net change of -8 holders.
- The largest MVB Financial buyer in Q3 2022 was Wellington Management Group, an estimated $6.22M added.
- The largest MVB Financial seller in Q3 2022 was EJF Capital, an estimated $7.6M sold.
Based on aggregated 13F filings for Q3 2022.