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MVB Financial
MVBF

44 hedge funds and large institutions have $69.1M invested in MVB Financial in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

15% more capital invested

Capital invested by funds: $59.9M → $69.1M (+$9.2M)

2% more funds holding

Funds holding: 43 → 44 (+1)

1.18% more ownership

Funds ownership: 33.82% → 35% (+1.2%)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
18
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.03M
2
KCM
Kennedy Capital Management
Missouri
+$561K
3
N
Nuveen
North Carolina
+$354K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$263K
5
SCC
Second Curve Capital
Pennsylvania
+$163K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$107K
2
Deutsche Bank
Deutsche Bank
Germany
-$56.9K
3
WAM
Wealthspire Advisors (Maryland)
Maryland
-$27K
4
TRCT
Tower Research Capital (TRC)
New York
-$14.8K
5
Wells Fargo
Wells Fargo
California
-$6.19K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1
EJF Capital
Virginia
$19.2M – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$9.59M -$107K -6,568 -1%
BlackRock
3
BlackRock
New York
$8.2M +$1.03M +63,066 +15%
BFC
4
Banc Funds Company
Illinois
$7.16M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.43M +$62.2K +3,810 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.23M +$263K +16,128 +14%
State Street
7
State Street
Massachusetts
$1.99M +$12K +735 +0.6%
ECA
8
Endeavour Capital Advisors
Connecticut
$1.7M +$123K +7,562 +8%
PTC
9
Philadelphia Trust Company
Pennsylvania
$1.7M – – –
BCM
10
Bridgeway Capital Management
Texas
$1.41M – – –
Northern Trust
11
Northern Trust
Illinois
$1.36M +$67.7K +4,147 +5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$979K +$145K +8,858 +18%
PH
13
Pinnacle Holdings
Oklahoma
$890K – – –
KCM
14
Kennedy Capital Management
Missouri
$583K +$561K +34,359 New
CAMG
15
CWA Asset Management Group
Florida
$543K – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$494K -$16 -1 -0%
GJL
17
Gendell Jeffrey L
$433K – – –
Charles Schwab
18
Charles Schwab
California
$390K +$16.7K +1,025 +5%
WB
19
WesBanco Bank
West Virginia
$384K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$373K – – –
MCWS
21
McKinley Carter Wealth Services
West Virginia
$371K – – –
N
22
Nuveen
North Carolina
$368K +$354K +21,674 New
CHC
23
City Holding Co
West Virginia
$348K – – –
Wells Fargo
24
Wells Fargo
California
$273K -$6.19K -379 -2%
Morgan Stanley
25
Morgan Stanley
New York
$248K -$3.17K -194 -1%
1
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MVBF Hedge Fund Activity: Q2 2019 in Review

44 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2019, worth a combined $69.1M — up 15% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MVBF positions and 1 closed out — a net gain of 3 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was BlackRock, adding an estimated $1.03M. The largest seller was Wellington Management Group, cutting an estimated $107K.

  • 44 institutional investors held MVB Financial (MVBF) as of Q2 2019, up from 43 in Q1 2019.
  • Funds reported $69.1M of MVB Financial stock for Q2 2019, up 15% quarter-over-quarter.
  • 4 funds opened new MVB Financial positions in Q2 2019 and 1 closed out, a net change of +3 holders.
  • The largest MVB Financial buyer in Q2 2019 was BlackRock, an estimated $1.03M added.
  • The largest MVB Financial seller in Q2 2019 was Wellington Management Group, an estimated $107K sold.

Based on aggregated 13F filings for Q2 2019.