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MVB Financial

24 hedge funds and large institutions have $46.5M invested in MVB Financial in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

100% more funds holding

Funds holding: 1224 (+12)

12% more capital invested

Capital invested by funds: $41.7M → $46.5M (+$4.85M)

2.53% more ownership

Funds ownership: 19.83%22.36% (+2.5%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
24
Holders Change
+12
Holders Change %
+100%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
3
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$13.1M +$3.63M +184,748 +38%
BFC
2
Banc Funds Company
Illinois
$9.45M
ECA
3
Endeavour Capital Advisors
Connecticut
$5.61M -$216K -10,985 -4%
EC
4
EJF Capital
Virginia
$4.94M -$7.94M -404,468 -62%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.42M +$4.4M +223,956 New
Millennium Management
6
Millennium Management
New York
$1.99M +$1.98M +100,851 New
BCM
7
Bridgeway Capital Management
Texas
$1.6M +$1.59M +80,800 New
GJL
8
Gendell Jeffrey L
$998K -$163K -8,293 -14%
PH
9
Pinnacle Holdings
Oklahoma
$814K -$1.08K -55 -0.1%
Deutsche Bank
10
Deutsche Bank
Germany
$470K +$468K +23,840 New
Morgan Stanley
11
Morgan Stanley
New York
$459K +$145K +7,387 +47%
MCWS
12
McKinley Carter Wealth Services
West Virginia
$432K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$432K
CHC
14
City Holding Co
West Virginia
$405K +$403K +20,519 New
TEE
15
Tibra Equities Europe
United Kingdom
$398K +$395K +20,135 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$356K +$354K +18,047 New
CS
17
Credit Suisse
Switzerland
$246K +$244K +12,433 New
Man Group
18
Man Group
United Kingdom
$246K +$244K +12,433 New
WCM
19
Whitener Capital Management
North Carolina
$43K +$43.2K +2,200 New
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$35K +$9.82K +500 +40%
RQS
21
Ramsey Quantitative Systems
Kentucky
$19K +$19.1K +973 New
UBS Group
22
UBS Group
Switzerland
$9K +$8.74K +445 New
SWP
23
Stratos Wealth Partners
Ohio
$6K +$5.89K +300 New
Wells Fargo
24
Wells Fargo
California
$5K
Bank of America
25
Bank of America
North Carolina
-$69K -3,441 Closed

MVBF Hedge Fund Activity: Q1 2018 in Review

24 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2018, worth a combined $46.5M — up 12% from $41.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MVBF positions and 1 closed out — a net gain of 12 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $4.4M. The largest seller was EJF Capital, cutting an estimated $7.94M.

  • 24 institutional investors held MVB Financial (MVBF) as of Q1 2018, up from 12 in Q4 2017.
  • Funds reported $46.5M of MVB Financial stock for Q1 2018, up 12% quarter-over-quarter.
  • 13 funds opened new MVB Financial positions in Q1 2018 and 1 closed out, a net change of +12 holders.
  • The largest MVB Financial buyer in Q1 2018 was Vanguard Group, an estimated $4.4M added.
  • The largest MVB Financial seller in Q1 2018 was EJF Capital, an estimated $7.94M sold.

Based on aggregated 13F filings for Q1 2018.