MVB Financial
MVBF
68 hedge funds and large institutions have $123M invested in MVB Financial in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 15 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 14
6% more capital invested
Capital invested by funds: $116M → $123M (+$6.78M)
1.31% more ownership
Funds ownership: 44.71% → 46.02% (+1.3%)
13% less funds holding
Funds holding: 78 → 68 (-10)
67% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 15
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
|
+$4.25M |
| 2 |
BlackRock
New York
|
+$4.12M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$837K |
| 4 |
Morgan Stanley
New York
|
+$589K |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$517K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$2.68M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$1.78M |
| 3 |
Millennium Management
New York
|
-$1.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$701K |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$620K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Marshall Wace
London,
United Kingdom
| – | -$261K | -12,664 | Closed |
|
|
CAMG
77
CWA Asset Management Group
Naples,
Florida
| – | -$203K | -9,850 | Closed |
|
78
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$249K | -9,147 | Closed |
|
|
EI
79
Ellevest Inc
New York
| – | -$14.8K | -716 | Closed |
|
|
BTI
80
Blue Trust Inc
Alpharetta,
Georgia
| – | -$2K | -110 | Closed |
|
|
C
81
Covestor
London,
United Kingdom
| – | -$1.86K | -99 | -99% |
|
82
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$1K | -28 | Closed |
|
|
MPWT
83
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$475 | -23 | Closed |
|
MVBF Hedge Fund Activity: Q2 2023 in Review
68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2023, worth a combined $123M — up 5.8% from $116M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of MVBF and 5 opened new positions — a net loss of 10 holders — while 14 trimmed existing stakes and 36 added.
The largest buyer was Wellington Management Group, adding an estimated $4.25M. The largest seller was EJF Capital, exiting entirely with an estimated $2.68M sold.
- 68 institutional investors held MVB Financial (MVBF) as of Q2 2023, down from 78 in Q1 2023.
- Funds reported $123M of MVB Financial stock for Q2 2023, up 5.8% quarter-over-quarter.
- 5 funds opened new MVB Financial positions in Q2 2023 and 15 closed out, a net change of -10 holders.
- The largest MVB Financial buyer in Q2 2023 was Wellington Management Group, an estimated $4.25M added.
- The largest MVB Financial seller in Q2 2023 was EJF Capital, an estimated $2.68M sold.
Based on aggregated 13F filings for Q2 2023.