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MVB Financial

43 hedge funds and large institutions have $59.9M invested in MVB Financial in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

0.08% less ownership

Funds ownership: 33.9%33.82% (-0.08%)

7% less funds holding

Funds holding: 4643 (-3)

15% less capital invested

Capital invested by funds: $70.7M → $59.9M (-$10.8M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
15
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$17.2M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$8.72M -$1.44M -87,660 -13%
BFC
3
Banc Funds Company
Illinois
$6.44M
BlackRock
4
BlackRock
New York
$6.41M +$123K +7,494 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.72M +$976K +59,549 +19%
State Street
6
State Street
Massachusetts
$1.78M +$121K +7,410 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.76M +$82.3K +5,017 +5%
PTC
8
Philadelphia Trust Company
Pennsylvania
$1.52M
ECA
9
Endeavour Capital Advisors
Connecticut
$1.41M -$99.4K -6,064 -6%
BCM
10
Bridgeway Capital Management
Texas
$1.27M
Northern Trust
11
Northern Trust
Illinois
$1.16M +$60.4K +3,685 +5%
PH
12
Pinnacle Holdings
Oklahoma
$800K +$1.8K +110 +0.2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$745K +$175K +10,667 +28%
CAMG
14
CWA Asset Management Group
Florida
$489K +$19.5K +1,187 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$445K +$9.72K +593 +2%
GJL
16
Gendell Jeffrey L
$390K
WB
17
WesBanco Bank
West Virginia
$346K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$336K
Charles Schwab
19
Charles Schwab
California
$336K +$55.8K +3,406 +18%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$334K
CHC
21
City Holding Co
West Virginia
$313K
Wells Fargo
22
Wells Fargo
California
$252K +$36.2K +2,211 +15%
Morgan Stanley
23
Morgan Stanley
New York
$226K -$191K -11,630 -44%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$205K
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$183K +$5.95K +363 +3%

MVBF Hedge Fund Activity: Q1 2019 in Review

43 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2019, worth a combined $59.9M — down 15% from $70.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MVBF and 0 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 15 added.

The largest buyer was Vanguard Group, adding an estimated $976K. The largest seller was Wellington Management Group, cutting an estimated $1.44M.

  • 43 institutional investors held MVB Financial (MVBF) as of Q1 2019, down from 46 in Q4 2018.
  • Funds reported $59.9M of MVB Financial stock for Q1 2019, down 15% quarter-over-quarter.
  • 0 funds opened new MVB Financial positions in Q1 2019 and 3 closed out, a net change of -3 holders.
  • The largest MVB Financial buyer in Q1 2019 was Vanguard Group, an estimated $976K added.
  • The largest MVB Financial seller in Q1 2019 was Wellington Management Group, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2019.