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MVB Financial
MVBF

79 hedge funds and large institutions have $179M invested in MVB Financial in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

5% more funds holding

Funds holding: 75 → 79 (+4)

2.14% more ownership

Funds ownership: 45.22% → 47.36% (+2.1%)

21% less capital invested

Capital invested by funds: $227M → $179M (-$48M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
25
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.44M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$2.78M
3
Invesco
Invesco
Georgia
+$2.28M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.29M
5
Cerity Partners
Cerity Partners
New York
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
ACA
Apis Capital Advisors
New York
-$3.49M
2
JC
JCSD Capital
California
-$2.26M
3
TCM
TimesSquare Capital Management
New York
-$1.58M
4
Millennium Management
Millennium Management
New York
-$905K
5
EGM
Engineers Gate Manager
New York
-$293K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.7M +$9.44M +250,412 +36%
TCM
2
TimesSquare Capital Management
New York
$29.2M -$1.58M -41,900 -4%
BlackRock
3
BlackRock
New York
$19.6M +$348K +9,216 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.7M +$681K +18,068 +4%
EC
5
EJF Capital
Virginia
$15.1M – – –
ECA
6
Endeavour Capital Advisors
Connecticut
$10.8M +$192K +5,089 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.74M +$1.29M +34,148 +19%
State Street
8
State Street
Massachusetts
$5.75M +$156K +4,130 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.68M +$204K +5,409 +3%
BCM
10
Bridgeway Capital Management
Texas
$5.4M – – –
BFC
11
Banc Funds Company
Illinois
$2.67M – – –
Northern Trust
12
Northern Trust
Illinois
$2.66M -$29.1K -772 -0.9%
PFA
13
Pure Financial Advisors
California
$2.64M – – –
American Century Companies
14
American Century Companies
Missouri
$2.57M +$632K +16,764 +25%
AllianceBernstein
15
AllianceBernstein
Tennessee
$2.29M +$2.78M +73,752 New
Invesco
16
Invesco
Georgia
$2.25M +$2.28M +60,378 +508%
Goldman Sachs
17
Goldman Sachs
New York
$1.83M +$744K +19,713 +50%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.55M -$162K -4,291 -8%
Citadel Advisors
19
Citadel Advisors
Florida
$1.3M +$1.01M +26,826 +181%
N
20
Nuveen
North Carolina
$1.13M -$8.86K -235 -0.6%
ACA
21
Anchor Capital Advisors
Massachusetts
$934K -$1.43K -38 -0.1%
JC
22
JCSD Capital
California
$901K -$2.26M -59,866 -67%
Cerity Partners
23
Cerity Partners
New York
$869K +$1.05M +27,949 New
Charles Schwab
24
Charles Schwab
California
$844K -$15.6K -413 -2%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$805K – – –
1
2 3 4

MVBF Hedge Fund Activity: Q2 2022 in Review

79 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2022, worth a combined $179M — down 21% from $227M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MVBF positions and 9 closed out — a net gain of 7 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $9.44M. The largest seller was Apis Capital Advisors, exiting entirely with an estimated $3.49M sold.

  • 79 institutional investors held MVB Financial (MVBF) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $179M of MVB Financial stock for Q2 2022, down 21% quarter-over-quarter.
  • 16 funds opened new MVB Financial positions in Q2 2022 and 9 closed out, a net change of +7 holders.
  • The largest MVB Financial buyer in Q2 2022 was Wellington Management Group, an estimated $9.44M added.
  • The largest MVB Financial seller in Q2 2022 was Apis Capital Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2022.