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MVB Financial

56 hedge funds and large institutions have $60.1M invested in MVB Financial in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 5556 (+1)

2% more capital invested

Capital invested by funds: $58.6M → $60.1M (+$1.44M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.68% less ownership

Funds ownership: 38.49%37.81% (-0.68%)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
21
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$15M
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.62M +$22.2K +1,656 +0.3%
BlackRock
3
BlackRock
New York
$7.32M +$163K +12,170 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.53M -$1.05M -78,310 -19%
ECA
5
Endeavour Capital Advisors
Connecticut
$3.16M +$207K +15,423 +7%
SCC
6
Second Curve Capital
Pennsylvania
$2.62M -$266K -19,822 -9%
State Street
7
State Street
Massachusetts
$2.08M +$13.4K +1,001 +0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.94M +$10.1K +754 +0.5%
BFC
9
Banc Funds Company
Illinois
$1.75M -$1.03M -76,938 -37%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.71M +$205K +15,287 +14%
Northern Trust
11
Northern Trust
Illinois
$1.49M +$24.8K +1,850 +2%
PTC
12
Philadelphia Trust Company
Pennsylvania
$1.23M -$33.5K -2,500 -3%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.01M +$211K +15,701 +26%
PH
14
Pinnacle Holdings
Oklahoma
$655K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$625K +$62.2K +4,638 +11%
KCM
16
Kennedy Capital Management
Missouri
$503K +$4.9K +365 +1%
CAMG
17
CWA Asset Management Group
Florida
$436K
FL
18
Fourthstone LLC
Missouri
$422K +$426K +31,758 New
Goldman Sachs
19
Goldman Sachs
New York
$385K +$123K +9,169 +46%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$366K -$8.13K -606 -2%
Wells Fargo
21
Wells Fargo
California
$348K +$41.8K +3,115 +14%
Charles Schwab
22
Charles Schwab
California
$341K +$22.3K +1,663 +7%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$336K
WB
24
WesBanco Bank
West Virginia
$311K
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$302K

MVBF Hedge Fund Activity: Q2 2020 in Review

56 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2020, worth a combined $60.1M — up 2.5% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MVBF positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $426K. The largest seller was Wellington Management Group, cutting an estimated $1.05M.

  • 56 institutional investors held MVB Financial (MVBF) as of Q2 2020, up from 55 in Q1 2020.
  • Funds reported $60.1M of MVB Financial stock for Q2 2020, up 2.5% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q2 2020 and 7 closed out, a net change of +1 holder.
  • The largest MVB Financial buyer in Q2 2020 was Fourthstone LLC, an estimated $426K added.
  • The largest MVB Financial seller in Q2 2020 was Wellington Management Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2020.