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MVB Financial

55 hedge funds and large institutions have $58.6M invested in MVB Financial in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 5255 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

3.11% less ownership

Funds ownership: 41.6%38.49% (-3.1%)

52% less capital invested

Capital invested by funds: $123M → $58.6M (-$63.9M)

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
18
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$14.4M
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.28M +$1.84M +99,763 +21%
BlackRock
3
BlackRock
New York
$6.86M +$96.1K +5,201 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.34M -$658K -35,607 -8%
ECA
5
Endeavour Capital Advisors
Connecticut
$2.83M +$4.11M +222,317 New
SCC
6
Second Curve Capital
Pennsylvania
$2.76M -$7.67M -415,067 -66%
BFC
7
Banc Funds Company
Illinois
$2.65M -$3.19M -172,341 -45%
State Street
8
State Street
Massachusetts
$1.99M +$70.9K +3,836 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.85M +$251K +13,562 +10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.44M +$388K +20,997 +23%
Northern Trust
11
Northern Trust
Illinois
$1.41M +$159K +8,619 +8%
PTC
12
Philadelphia Trust Company
Pennsylvania
$1.21M
Renaissance Technologies
13
Renaissance Technologies
New York
$770K -$211K -11,400 -16%
BCM
14
Bridgeway Capital Management
Texas
$650K -$802K -43,400 -46%
PH
15
Pinnacle Holdings
Oklahoma
$628K -$53K -2,865 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$540K +$212K +11,473 +37%
KCM
17
Kennedy Capital Management
Missouri
$477K +$161K +8,729 +30%
CAMG
18
CWA Asset Management Group
Florida
$418K +$13.6K +735 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$359K -$404K -21,857 -44%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$322K +$467K +25,267 New
Charles Schwab
21
Charles Schwab
California
$306K
WB
22
WesBanco Bank
West Virginia
$298K -$95K -5,140 -18%
Wells Fargo
23
Wells Fargo
California
$294K -$200K -10,799 -32%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$289K +$144K +7,784 +53%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$279K

MVBF Hedge Fund Activity: Q1 2020 in Review

55 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2020, worth a combined $58.6M — down 52% from $123M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MVBF positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Endeavour Capital Advisors, opening a new position worth an estimated $4.11M. The largest seller was Second Curve Capital, cutting an estimated $7.67M.

  • 55 institutional investors held MVB Financial (MVBF) as of Q1 2020, up from 52 in Q4 2019.
  • Funds reported $58.6M of MVB Financial stock for Q1 2020, down 52% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q1 2020 and 4 closed out, a net change of +4 holders.
  • The largest MVB Financial buyer in Q1 2020 was Endeavour Capital Advisors, an estimated $4.11M added.
  • The largest MVB Financial seller in Q1 2020 was Second Curve Capital, an estimated $7.67M sold.

Based on aggregated 13F filings for Q1 2020.