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MVB Financial
MVBF

70 hedge funds and large institutions have $159M invested in MVB Financial in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0.52% less ownership

Funds ownership: 47.36% → 46.84% (-0.52%)

11% less capital invested

Capital invested by funds: $179M → $159M (-$19.6M)

11% less funds holding

Funds holding: 79 → 70 (-9)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
26
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.22M
2
AWM
Axxcess Wealth Management
California
+$1.03M
3
JP Morgan Chase
JP Morgan Chase
New York
+$812K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$659K
5
Citadel Advisors
Citadel Advisors
Florida
+$640K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$7.6M
2
Invesco
Invesco
Georgia
-$1.92M
3
JC
JCSD Capital
California
-$776K
4
Goldman Sachs
Goldman Sachs
New York
-$751K
5
First Trust Advisors
First Trust Advisors
Illinois
-$657K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$31.9M +$6.22M +193,406 +20%
TCM
2
TimesSquare Capital Management
New York
$26.3M +$180K +5,600 +0.6%
BlackRock
3
BlackRock
New York
$17.3M -$266K -8,262 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.1M +$47K +1,463 +0.3%
ECA
5
Endeavour Capital Advisors
Connecticut
$9.77M +$162K +5,025 +1%
EC
6
EJF Capital
Virginia
$6.96M -$7.6M -236,325 -49%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.6M +$659K +20,493 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.17M +$95.2K +2,962 +2%
State Street
9
State Street
Massachusetts
$5.13M -$7.49K -233 -0.1%
BCM
10
Bridgeway Capital Management
Texas
$4.76M -$80.4K -2,500 -1%
AllianceBernstein
11
AllianceBernstein
Tennessee
$2.4M +$399K +12,400 +17%
BFC
12
Banc Funds Company
Illinois
$2.39M – – –
PFA
13
Pure Financial Advisors
California
$2.36M – – –
Northern Trust
14
Northern Trust
Illinois
$2.33M -$53K -1,648 -2%
American Century Companies
15
American Century Companies
Missouri
$2.18M -$137K -4,272 -5%
Citadel Advisors
16
Citadel Advisors
Florida
$1.71M +$640K +19,895 +48%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.53M +$162K +5,049 +10%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.07M +$812K +25,273 +191%
N
19
Nuveen
North Carolina
$997K -$20.9K -651 -2%
Goldman Sachs
20
Goldman Sachs
New York
$985K -$751K -23,376 -40%
AWM
21
Axxcess Wealth Management
California
$893K +$1.03M +32,089 New
Cerity Partners
22
Cerity Partners
New York
$777K – – –
Charles Schwab
23
Charles Schwab
California
$755K +$161 +5 +0%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$720K – – –
Two Sigma Advisers
25
Two Sigma Advisers
New York
$712K +$604K +18,800 +276%
1
2 3 4

MVBF Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2022, worth a combined $159M — down 11% from $179M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MVBF and 3 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 26 added.

The largest buyer was Wellington Management Group, adding an estimated $6.22M. The largest seller was EJF Capital, cutting an estimated $7.6M.

  • 70 institutional investors held MVB Financial (MVBF) as of Q3 2022, down from 79 in Q2 2022.
  • Funds reported $159M of MVB Financial stock for Q3 2022, down 11% quarter-over-quarter.
  • 3 funds opened new MVB Financial positions in Q3 2022 and 11 closed out, a net change of -8 holders.
  • The largest MVB Financial buyer in Q3 2022 was Wellington Management Group, an estimated $6.22M added.
  • The largest MVB Financial seller in Q3 2022 was EJF Capital, an estimated $7.6M sold.

Based on aggregated 13F filings for Q3 2022.