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MVB Financial
MVBF

79 hedge funds and large institutions have $142M invested in MVB Financial in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 77 → 79 (+2)

0% more capital invested

Capital invested by funds: $142M → $142M (+$474K)

0.33% more ownership

Funds ownership: 49.4% → 49.73% (+0.33%)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
25
Closed
7
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$7.14M
2
Invesco
Invesco
Georgia
+$793K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$634K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$545K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$367K

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$3.08M
2
Morgan Stanley
Morgan Stanley
New York
-$2.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.1M
4
CIC
Cornercap Investment Counsel
Georgia
-$617K
5
BlackRock
BlackRock
New York
-$552K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.1M -$1.1M -50,909 -4%
TCM
2
TimesSquare Capital Management
New York
$21.1M +$7.14M +329,355 +53%
BlackRock
3
BlackRock
New York
$19.3M -$552K -25,456 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.5M +$634K +29,237 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.25M +$545K +25,134 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.54M +$277K +12,759 +5%
State Street
7
State Street
Massachusetts
$4.85M +$178K +8,194 +4%
ECA
8
Endeavour Capital Advisors
Connecticut
$4.56M -$3.08M -141,901 -41%
BCM
9
Bridgeway Capital Management
Texas
$3.86M +$241K +11,098 +7%
Morgan Stanley
10
Morgan Stanley
New York
$2.44M -$2.2M -101,231 -48%
Northern Trust
11
Northern Trust
Illinois
$2.24M -$37.4K -1,724 -2%
BFC
12
Banc Funds Company
Illinois
$2.15M +$150K +6,922 +8%
American Century Companies
13
American Century Companies
Missouri
$2.11M +$256K +11,793 +14%
PFA
14
Pure Financial Advisors
California
$1.89M – – –
Russell Investments Group
15
Russell Investments Group
United Kingdom
$1.8M +$130K +5,973 +8%
AFA
16
AA Financial Advisors
Ohio
$1.67M – – –
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.3M +$8.89K +410 +0.7%
Prudential Financial
18
Prudential Financial
New Jersey
$1.29M +$249K +11,500 +25%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.26M -$34.4K -1,585 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.11M +$110K +5,072 +11%
N
21
Nuveen
North Carolina
$1.05M – – –
Invesco
22
Invesco
Georgia
$816K +$793K +36,561 New
HFS
23
Hoge Financial Services
Pennsylvania
$781K +$6.07K +280 +0.8%
First Trust Advisors
24
First Trust Advisors
Illinois
$741K +$21.8K +1,004 +3%
Cerity Partners
25
Cerity Partners
New York
$705K +$8.35K +385 +1%
1
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MVBF Hedge Fund Activity: Q1 2024 in Review

79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2024, worth a combined $142M — up 0.33% from $142M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MVBF positions and 7 closed out — a net gain of 2 holders — while 25 added to existing stakes and 25 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $7.14M. The largest seller was Endeavour Capital Advisors, cutting an estimated $3.08M.

  • 79 institutional investors held MVB Financial (MVBF) as of Q1 2024, up from 77 in Q4 2023.
  • Funds reported $142M of MVB Financial stock for Q1 2024, up 0.33% quarter-over-quarter.
  • 9 funds opened new MVB Financial positions in Q1 2024 and 7 closed out, a net change of +2 holders.
  • The largest MVB Financial buyer in Q1 2024 was TimesSquare Capital Management, an estimated $7.14M added.
  • The largest MVB Financial seller in Q1 2024 was Endeavour Capital Advisors, an estimated $3.08M sold.

Based on aggregated 13F filings for Q1 2024.