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MVB Financial

52 hedge funds and large institutions have $123M invested in MVB Financial in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more capital invested

Capital invested by funds: $85.3M → $123M (+$37.2M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4.86% more ownership

Funds ownership: 36.75%41.6% (+4.9%)

4% more funds holding

Funds holding: 5052 (+2)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
24
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$28.1M
SCC
2
Second Curve Capital
Pennsylvania
$15.7M +$11.1M +525,000 +492%
BlackRock
3
BlackRock
New York
$13.3M +$266K +12,538 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.8M +$1.81M +85,482 +22%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$11.3M -$1.63M -77,140 -15%
BFC
6
Banc Funds Company
Illinois
$9.48M -$718K -33,900 -8%
State Street
7
State Street
Massachusetts
$3.79M +$661K +31,223 +26%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.27M -$308K -14,528 -10%
Northern Trust
9
Northern Trust
Illinois
$2.53M +$116K +5,464 +6%
PTC
10
Philadelphia Trust Company
Pennsylvania
$2.36M -$110K -5,200 -5%
BCM
11
Bridgeway Capital Management
Texas
$2.35M +$197K +9,300 +11%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.29M +$609K +28,731 +45%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.79M +$1.08M +51,158 +248%
PH
14
Pinnacle Holdings
Oklahoma
$1.3M -$8.05K -380 -0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.25M +$592K +27,963 +127%
Wells Fargo
16
Wells Fargo
California
$844K +$350K +16,505 +95%
CAMG
17
CWA Asset Management Group
Florida
$798K
Bank of New York Mellon
18
Bank of New York Mellon
New York
$771K +$27.2K +1,283 +4%
KCM
19
Kennedy Capital Management
Missouri
$716K
WB
20
WesBanco Bank
West Virginia
$711K +$109K +5,140 +22%
Goldman Sachs
21
Goldman Sachs
New York
$697K -$116K -5,457 -16%
GJL
22
Gendell Jeffrey L
$631K -$4.77K -225 -0.9%
Charles Schwab
23
Charles Schwab
California
$597K +$20.3K +960 +4%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$545K
MWA
25
MFA Wealth Advisors
Pennsylvania
$534K -$561K -26,503 -55%

MVBF Hedge Fund Activity: Q4 2019 in Review

52 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2019, worth a combined $123M — up 44% from $85.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MVBF positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Second Curve Capital, adding an estimated $11.1M. The largest seller was Wellington Management Group, cutting an estimated $1.63M.

  • 52 institutional investors held MVB Financial (MVBF) as of Q4 2019, up from 50 in Q3 2019.
  • Funds reported $123M of MVB Financial stock for Q4 2019, up 44% quarter-over-quarter.
  • 7 funds opened new MVB Financial positions in Q4 2019 and 5 closed out, a net change of +2 holders.
  • The largest MVB Financial buyer in Q4 2019 was Second Curve Capital, an estimated $11.1M added.
  • The largest MVB Financial seller in Q4 2019 was Wellington Management Group, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2019.