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MVB Financial

46 hedge funds and large institutions have $70.7M invested in MVB Financial in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 4546 (+1)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2% more capital invested

Capital invested by funds: $69.1M → $70.7M (+$1.65M)

0.1% more ownership

Funds ownership: 33.8%33.9% (+0.1%)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$20.4M +$1.76M +96,262 +9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$11.9M -$496K -27,190 -4%
BlackRock
3
BlackRock
New York
$7.45M +$643K +35,235 +9%
BFC
4
Banc Funds Company
Illinois
$7.34M -$1.02M -55,886 -12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.69M +$1.13M +62,012 +24%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.99M +$70K +3,839 +4%
State Street
7
State Street
Massachusetts
$1.97M -$22.8K -1,248 -1%
PTC
8
Philadelphia Trust Company
Pennsylvania
$1.8M +$1.82M +100,000 New
ECA
9
Endeavour Capital Advisors
Connecticut
$1.78M -$1.98M -108,504 -52%
BCM
10
Bridgeway Capital Management
Texas
$1.5M
Northern Trust
11
Northern Trust
Illinois
$1.3M -$9.49K -520 -0.7%
PH
12
Pinnacle Holdings
Oklahoma
$944K -$15.9K -870 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$689K +$136K +7,473 +24%
CAMG
14
CWA Asset Management Group
Florida
$557K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$515K +$50.9K +2,787 +11%
Morgan Stanley
16
Morgan Stanley
New York
$477K -$105K -5,777 -18%
GJL
17
Gendell Jeffrey L
$461K
WB
18
WesBanco Bank
West Virginia
$408K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$397K -$4.03K -221 -1%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$395K
CHC
21
City Holding Co
West Virginia
$370K
Charles Schwab
22
Charles Schwab
California
$335K
Wells Fargo
23
Wells Fargo
California
$257K +$64K +3,508 +33%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$242K +$9.82K +538 +4%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$210K +$212K +11,625 New

MVBF Hedge Fund Activity: Q4 2018 in Review

46 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2018, worth a combined $70.7M — up 2.4% from $69.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MVBF positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Philadelphia Trust Company, opening a new position worth an estimated $1.82M. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.98M.

  • 46 institutional investors held MVB Financial (MVBF) as of Q4 2018, up from 45 in Q3 2018.
  • Funds reported $70.7M of MVB Financial stock for Q4 2018, up 2.4% quarter-over-quarter.
  • 3 funds opened new MVB Financial positions in Q4 2018 and 2 closed out, a net change of +1 holder.
  • The largest MVB Financial buyer in Q4 2018 was Philadelphia Trust Company, an estimated $1.82M added.
  • The largest MVB Financial seller in Q4 2018 was Endeavour Capital Advisors, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2018.