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MVB Financial
MVBF

77 hedge funds and large institutions have $142M invested in MVB Financial in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

12% more funds holding

Funds holding: 69 → 77 (+8)

8% more capital invested

Capital invested by funds: $131M → $142M (+$11.1M)

3.83% more ownership

Funds ownership: 45.57% → 49.4% (+3.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
30
Reduced
17
Closed
1
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$22K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.5M
2
TCM
TimesSquare Capital Management
New York
+$1.88M
3
BlackRock
BlackRock
New York
+$1.23M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.04M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$690K

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$1.84M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$571K
3
HCA
Harbour Capital Advisors
Virginia
-$474K
4
Boston Partners
Boston Partners
Massachusetts
-$263K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$30.5M +$1.04M +49,007 +4%
BlackRock
2
BlackRock
New York
$20.1M +$1.23M +58,103 +7%
TCM
3
TimesSquare Capital Management
New York
$13.9M +$1.88M +88,975 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12M +$118K +5,586 +1%
ECA
5
Endeavour Capital Advisors
Connecticut
$7.81M -$1.84M -86,816 -20%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.77M +$521K +24,626 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.31M +$177K +8,346 +4%
Morgan Stanley
8
Morgan Stanley
New York
$4.75M +$2.5M +118,211 +128%
State Street
9
State Street
Massachusetts
$4.72M +$61.7K +2,917 +1%
BCM
10
Bridgeway Capital Management
Texas
$3.65M – – –
Northern Trust
11
Northern Trust
Illinois
$2.31M +$171K +8,061 +9%
BFC
12
Banc Funds Company
Illinois
$2.02M – – –
PFA
13
Pure Financial Advisors
California
$1.91M – – –
American Century Companies
14
American Century Companies
Missouri
$1.86M -$973 -46 -0.1%
AFA
15
AA Financial Advisors
Ohio
$1.69M +$1.59M +75,000 New
Russell Investments Group
16
Russell Investments Group
United Kingdom
$1.68M -$220K -10,413 -12%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.31M +$4.87K +230 +0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.31M -$571K -26,966 -32%
N
19
Nuveen
North Carolina
$1.06M +$140K +6,628 +16%
Prudential Financial
20
Prudential Financial
New Jersey
$1.04M +$213K +10,070 +28%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.01M +$174K +8,201 +22%
Millennium Management
22
Millennium Management
New York
$990K +$570K +26,931 +159%
HFS
23
Hoge Financial Services
Pennsylvania
$784K +$735K +34,736 New
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$736K +$690K +32,603 New
First Trust Advisors
25
First Trust Advisors
Illinois
$726K -$75K -3,544 -10%
1
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MVBF Hedge Fund Activity: Q4 2023 in Review

77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2023, worth a combined $142M — up 8.5% from $131M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MVBF positions and 1 closed out — a net gain of 8 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.5M. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.84M.

  • 77 institutional investors held MVB Financial (MVBF) as of Q4 2023, up from 69 in Q3 2023.
  • Funds reported $142M of MVB Financial stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 9 funds opened new MVB Financial positions in Q4 2023 and 1 closed out, a net change of +8 holders.
  • The largest MVB Financial buyer in Q4 2023 was Morgan Stanley, an estimated $2.5M added.
  • The largest MVB Financial seller in Q4 2023 was Endeavour Capital Advisors, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2023.