MVB Financial
MVBF
79 hedge funds and large institutions have $119M invested in MVB Financial in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
0% more funds holding
Funds holding: 79 → 79 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.13% less ownership
Funds ownership: 49.73% → 49.6% (-0.13%)
16% less capital invested
Capital invested by funds: $142M → $119M (-$23.3M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $28K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.43M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$377K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$363K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$356K |
| 5 |
Bank of New York Mellon
New York
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$1.64M |
| 2 |
Millennium Management
New York
|
-$454K |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$451K |
| 4 |
Morgan Stanley
New York
|
-$373K |
| 5 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$311K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
76
GAMMA Investing
Foster City,
California
| $1.04K | +$1.07K | +56 | New |
|
|
AAP
77
Arax Advisory Partners
Denver,
Colorado
| $466 | +$477 | +25 | New |
|
78
Nisa Investment Advisors
St. Louis,
Missouri
| $149 | +$153 | +8 | New |
|
|
79
Millennium Management
New York
| – | -$454K | -20,363 | Closed |
|
80
Renaissance Technologies
New York
| – | -$241K | -10,800 | Closed |
|
81
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$178K | -7,994 | Closed |
|
|
AIG
82
American International Group
New York
| – | -$125K | -5,595 | Closed |
|
|
EC
83
EntryPoint Capital
New York
| – | -$107K | -4,789 | Closed |
|
|
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$12.7K | -567 | Closed |
|
85
Comerica Bank
Dallas,
Texas
| – | -$3.37K | -151 | Closed |
|
|
AWM
86
Avior Wealth Management
Omaha,
Nebraska
| – | -$22 | -1 | Closed |
|
|
C
87
Covestor
London,
United Kingdom
| – | +$248 | +13 | +144% |
|
MVBF Hedge Fund Activity: Q2 2024 in Review
79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2024, worth a combined $119M — down 16% from $142M a quarter earlier.
Fund positioning in MVBF was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 35 added to existing stakes and 20 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.43M. The largest seller was TimesSquare Capital Management, cutting an estimated $1.64M.
- 79 institutional investors held MVB Financial (MVBF) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $119M of MVB Financial stock for Q2 2024, down 16% quarter-over-quarter.
- 8 funds opened new MVB Financial positions in Q2 2024 and 8 closed out, a net change of 0 holders.
- The largest MVB Financial buyer in Q2 2024 was Kestra Advisory Services, an estimated $1.43M added.
- The largest MVB Financial seller in Q2 2024 was TimesSquare Capital Management, an estimated $1.64M sold.
Based on aggregated 13F filings for Q2 2024.