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MVB Financial

75 hedge funds and large institutions have $227M invested in MVB Financial in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $233M → $227M (-$6.13M)

1.36% less ownership

Funds ownership: 46.59%45.22% (-1.4%)

7% less funds holding

Funds holding: 8175 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
8
Increased
17
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
TimesSquare Capital Management
New York
$40.7M -$1.54M -38,477 -4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$29.2M +$7.8M +194,459 +38%
BlackRock
3
BlackRock
New York
$25.8M -$592K -14,752 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.2M +$480K +11,960 +3%
EC
5
EJF Capital
Virginia
$20.2M
ECA
6
Endeavour Capital Advisors
Connecticut
$14.1M +$514K +12,801 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.57M +$456K +11,367 +7%
State Street
8
State Street
Massachusetts
$7.5M +$392K +9,765 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.36M +$260K +6,481 +4%
BCM
10
Bridgeway Capital Management
Texas
$7.21M
JC
11
JCSD Capital
California
$3.69M +$933K +23,249 +35%
Northern Trust
12
Northern Trust
Illinois
$3.58M -$91.8K -2,289 -3%
BFC
13
Banc Funds Company
Illinois
$3.56M
PFA
14
Pure Financial Advisors
California
$3.52M
ACA
15
Apis Capital Advisors
New York
$3.49M -$802K -20,000 -19%
American Century Companies
16
American Century Companies
Missouri
$2.73M +$576K +14,367 +28%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.25M +$10.6K +263 +0.5%
Goldman Sachs
18
Goldman Sachs
New York
$1.62M +$1.36M +33,891 +655%
N
19
Nuveen
North Carolina
$1.49M +$14.9K +372 +1%
ACA
20
Anchor Capital Advisors
Massachusetts
$1.25M -$14.8K -370 -1%
PP
21
Palladium Partners
Virginia
$1.16M
Charles Schwab
22
Charles Schwab
California
$1.14M +$29.2K +727 +3%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$1.07M -$1.2M -29,947 -54%
First Trust Advisors
24
First Trust Advisors
Illinois
$931K -$13.4K -333 -1%
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$925K

MVBF Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2022, worth a combined $227M — down 2.6% from $233M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MVBF and 8 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 17 added.

The largest buyer was Wellington Management Group, adding an estimated $7.8M. The largest seller was Covalent Partners, exiting entirely with an estimated $2.28M sold.

  • 75 institutional investors held MVB Financial (MVBF) as of Q1 2022, down from 81 in Q4 2021.
  • Funds reported $227M of MVB Financial stock for Q1 2022, down 2.6% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q1 2022 and 13 closed out, a net change of -5 holders.
  • The largest MVB Financial buyer in Q1 2022 was Wellington Management Group, an estimated $7.8M added.
  • The largest MVB Financial seller in Q1 2022 was Covalent Partners, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2022.