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MVB Financial
MVBF

71 hedge funds and large institutions have $121M invested in MVB Financial in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 70 → 71 (+1)

1.43% less ownership

Funds ownership: 46.84% → 45.41% (-1.4%)

24% less capital invested

Capital invested by funds: $159M → $121M (-$38.4M)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
+$2.42M
2
BlackRock
BlackRock
New York
+$891K
3
Morgan Stanley
Morgan Stanley
New York
+$798K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$646K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$308K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.01M
2
TCM
TimesSquare Capital Management
New York
-$1.99M
3
AWM
Axxcess Wealth Management
California
-$893K
4
Millennium Management
Millennium Management
New York
-$510K
5
Goldman Sachs
Goldman Sachs
New York
-$445K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$23.4M -$2.01M -82,380 -7%
TCM
2
TimesSquare Capital Management
New York
$19M -$1.99M -81,390 -9%
BlackRock
3
BlackRock
New York
$14.5M +$891K +36,499 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.2M +$59.2K +2,426 +0.5%
ECA
5
Endeavour Capital Advisors
Connecticut
$9.91M +$2.42M +99,176 +28%
EC
6
EJF Capital
Virginia
$5.5M – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.15M +$71K +2,909 +2%
State Street
8
State Street
Massachusetts
$4.08M +$14.1K +577 +0.3%
BCM
9
Bridgeway Capital Management
Texas
$3.62M -$161K -6,600 -4%
AllianceBernstein
10
AllianceBernstein
Tennessee
$2.17M +$308K +12,600 +15%
BFC
11
Banc Funds Company
Illinois
$1.89M – – –
Northern Trust
12
Northern Trust
Illinois
$1.87M +$30.1K +1,234 +1%
PFA
13
Pure Financial Advisors
California
$1.87M – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.79M +$646K +26,448 +48%
American Century Companies
15
American Century Companies
Missouri
$1.71M -$22K -899 -1%
Citadel Advisors
16
Citadel Advisors
Florida
$1.06M -$322K -13,197 -21%
Morgan Stanley
17
Morgan Stanley
New York
$996K +$798K +32,678 +261%
JP Morgan Chase
18
JP Morgan Chase
New York
$920K +$80.2K +3,283 +9%
ACA
19
Anchor Capital Advisors
Massachusetts
$646K +$197K +8,055 +38%
Cerity Partners
20
Cerity Partners
New York
$615K -$366 -15 -0.1%
Charles Schwab
21
Charles Schwab
California
$609K +$13.7K +562 +2%
MCWS
22
McKinley Carter Wealth Services
West Virginia
$570K – – –
Two Sigma Advisers
23
Two Sigma Advisers
New York
$506K -$63.5K -2,600 -10%
N
24
Nuveen
North Carolina
$492K -$330K -13,497 -38%
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$491K – – –
1
2 3 4

MVBF Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2022, worth a combined $121M — down 24% from $159M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MVBF positions and 6 closed out — a net gain of 1 holder — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $2.42M. The largest seller was Wellington Management Group, cutting an estimated $2.01M.

  • 71 institutional investors held MVB Financial (MVBF) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $121M of MVB Financial stock for Q4 2022, down 24% quarter-over-quarter.
  • 7 funds opened new MVB Financial positions in Q4 2022 and 6 closed out, a net change of +1 holder.
  • The largest MVB Financial buyer in Q4 2022 was Endeavour Capital Advisors, an estimated $2.42M added.
  • The largest MVB Financial seller in Q4 2022 was Wellington Management Group, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2022.