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MVB Financial

45 hedge funds and large institutions have $69.1M invested in MVB Financial in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

28% more capital invested

Capital invested by funds: $54M → $69.1M (+$15.1M)

7.43% more ownership

Funds ownership: 26.38%33.8% (+7.4%)

5% more funds holding

Funds holding: 4345 (+2)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
22
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$18.6M +$13.9M +783,317 +313%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$12.4M +$359K +20,191 +3%
BFC
3
Banc Funds Company
Illinois
$8.62M
BlackRock
4
BlackRock
New York
$6.81M +$341K +19,221 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.57M +$284K +15,968 +7%
ECA
6
Endeavour Capital Advisors
Connecticut
$3.73M -$1.04M -58,522 -22%
State Street
7
State Street
Massachusetts
$1.99M +$71K +3,996 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.92M +$1.45M +81,815 +329%
BCM
9
Bridgeway Capital Management
Texas
$1.5M +$39.4K +2,218 +3%
Northern Trust
10
Northern Trust
Illinois
$1.31M +$61.7K +3,474 +5%
PH
11
Pinnacle Holdings
Oklahoma
$959K +$71 +4 +0%
Morgan Stanley
12
Morgan Stanley
New York
$579K +$18.3K +1,032 +3%
CAMG
13
CWA Asset Management Group
Florida
$556K +$548K +30,850 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$554K +$318K +17,877 +139%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$465K +$89K +5,011 +24%
GJL
16
Gendell Jeffrey L
$460K
WB
17
WesBanco Bank
West Virginia
$408K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$400K +$3.92K +221 +1%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$394K
CHC
20
City Holding Co
West Virginia
$370K
Deutsche Bank
21
Deutsche Bank
Germany
$364K +$66.9K +3,767 +23%
Charles Schwab
22
Charles Schwab
California
$335K +$47.3K +2,664 +17%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$232K
TCIM
24
TIAA CREF Investment Management
New York
$227K -$5.06K -285 -2%
Wells Fargo
25
Wells Fargo
California
$194K +$9.56K +538 +5%

MVBF Hedge Fund Activity: Q3 2018 in Review

45 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2018, worth a combined $69.1M — up 28% from $54M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MVBF positions and 3 closed out — a net gain of 2 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was EJF Capital, adding an estimated $13.9M. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.04M.

  • 45 institutional investors held MVB Financial (MVBF) as of Q3 2018, up from 43 in Q2 2018.
  • Funds reported $69.1M of MVB Financial stock for Q3 2018, up 28% quarter-over-quarter.
  • 5 funds opened new MVB Financial positions in Q3 2018 and 3 closed out, a net change of +2 holders.
  • The largest MVB Financial buyer in Q3 2018 was EJF Capital, an estimated $13.9M added.
  • The largest MVB Financial seller in Q3 2018 was Endeavour Capital Advisors, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2018.