MVB Financial
MVBF
85 hedge funds and large institutions have $123M invested in MVB Financial in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
8% more funds holding
Funds holding: 79 → 85 (+6)
3% more capital invested
Capital invested by funds: $119M → $123M (+$3.96M)
0.41% less ownership
Funds ownership: 49.6% → 49.19% (-0.41%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $33K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
II
Inspire Investing
Meridian,
Idaho
|
+$826K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$634K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$541K |
| 4 |
BlackRock
New York
|
+$513K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$1.76M |
| 2 |
AFA
AA Financial Advisors
Columbus,
Ohio
|
-$1.4M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.08M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$694K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$621K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPA
76
Capital Performance Advisors
Walnut Creek,
California
| $2.98K | +$3.19K | +154 | New |
|
|
BTI
77
Blue Trust Inc
Alpharetta,
Georgia
| $2.27K | +$2.53K | +122 | New |
|
78
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $1.76K | – | – | – |
|
|
EWA
79
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.65K | – | – | – |
|
|
FFO
80
Fortitude Family Office
Scottsdale,
Arizona
| $1.14K | – | – | – |
|
|
GI
81
GAMMA Investing
Foster City,
California
| $1.08K | – | – | – |
|
|
C
82
Covestor
London,
United Kingdom
| $1K | +$373 | +18 | +82% |
|
|
SCM
83
Sterling Capital Management
Charlotte,
North Carolina
| $697 | +$746 | +36 | New |
|
|
AAP
84
Arax Advisory Partners
Denver,
Colorado
| $484 | – | – | – |
|
85
Nisa Investment Advisors
St. Louis,
Missouri
| $155 | – | – | – |
|
|
AFA
86
AA Financial Advisors
Columbus,
Ohio
| – | -$1.4M | -75,000 | Closed |
|
|
87
Boston Partners
Boston,
Massachusetts
| – | -$694K | -37,229 | Closed |
|
|
88
First Trust Advisors
Wheaton,
Illinois
| – | -$621K | -33,309 | Closed |
|
MVBF Hedge Fund Activity: Q3 2024 in Review
85 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2024, worth a combined $123M — up 3.3% from $119M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MVBF positions and 3 closed out — a net gain of 6 holders — while 31 added to existing stakes and 19 trimmed.
The largest buyer was Inspire Investing, opening a new position worth an estimated $826K. The largest seller was TimesSquare Capital Management, cutting an estimated $1.76M.
- 85 institutional investors held MVB Financial (MVBF) as of Q3 2024, up from 79 in Q2 2024.
- Funds reported $123M of MVB Financial stock for Q3 2024, up 3.3% quarter-over-quarter.
- 9 funds opened new MVB Financial positions in Q3 2024 and 3 closed out, a net change of +6 holders.
- The largest MVB Financial buyer in Q3 2024 was Inspire Investing, an estimated $826K added.
- The largest MVB Financial seller in Q3 2024 was TimesSquare Capital Management, an estimated $1.76M sold.
Based on aggregated 13F filings for Q3 2024.