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MVB Financial

50 hedge funds and large institutions have $85.3M invested in MVB Financial in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

24% more capital invested

Capital invested by funds: $69.1M → $85.3M (+$16.3M)

14% more funds holding

Funds holding: 4450 (+6)

1.75% more ownership

Funds ownership: 35%36.75% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
20
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$22.4M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.6M -$609K -33,853 -6%
BlackRock
3
BlackRock
New York
$10.3M +$666K +36,985 +8%
BFC
4
Banc Funds Company
Illinois
$8.22M -$144K -8,000 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.66M +$128K +7,092 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.9M +$257K +14,266 +11%
State Street
7
State Street
Massachusetts
$2.4M +$62.7K +3,486 +3%
SCC
8
Second Curve Capital
Pennsylvania
$2.12M +$1.74M +96,645 +966%
PTC
9
Philadelphia Trust Company
Pennsylvania
$1.99M
Northern Trust
10
Northern Trust
Illinois
$1.91M +$292K +16,217 +20%
BCM
11
Bridgeway Capital Management
Texas
$1.69M +$37.8K +2,100 +3%
ECA
12
Endeavour Capital Advisors
Connecticut
$1.42M -$516K -28,650 -29%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.26M +$100K +5,563 +10%
PH
14
Pinnacle Holdings
Oklahoma
$1.04M
MWA
15
MFA Wealth Advisors
Pennsylvania
$951K +$863K +47,931 New
Goldman Sachs
16
Goldman Sachs
New York
$663K +$601K +33,416 New
CAMG
17
CWA Asset Management Group
Florida
$636K
Bank of New York Mellon
18
Bank of New York Mellon
New York
$588K +$8.94K +497 +2%
KCM
19
Kennedy Capital Management
Missouri
$570K -$102K -5,642 -16%
GJL
20
Gendell Jeffrey L
$507K
N
21
Nuveen
North Carolina
$494K +$57.8K +3,211 +15%
WB
22
WesBanco Bank
West Virginia
$464K +$13.2K +736 +3%
Charles Schwab
23
Charles Schwab
California
$457K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$437K
MCWS
25
McKinley Carter Wealth Services
West Virginia
$434K

MVBF Hedge Fund Activity: Q3 2019 in Review

50 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2019, worth a combined $85.3M — up 24% from $69.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MVBF positions and 0 closed out — a net gain of 6 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Second Curve Capital, adding an estimated $1.74M. The largest seller was Wellington Management Group, cutting an estimated $609K.

  • 50 institutional investors held MVB Financial (MVBF) as of Q3 2019, up from 44 in Q2 2019.
  • Funds reported $85.3M of MVB Financial stock for Q3 2019, up 24% quarter-over-quarter.
  • 6 funds opened new MVB Financial positions in Q3 2019 and 0 closed out, a net change of +6 holders.
  • The largest MVB Financial buyer in Q3 2019 was Second Curve Capital, an estimated $1.74M added.
  • The largest MVB Financial seller in Q3 2019 was Wellington Management Group, an estimated $609K sold.

Based on aggregated 13F filings for Q3 2019.