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MVB Financial

79 hedge funds and large institutions have $119M invested in MVB Financial in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

0% more funds holding

Funds holding: 7979 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.13% less ownership

Funds ownership: 49.73%49.6% (-0.13%)

16% less capital invested

Capital invested by funds: $142M → $119M (-$23.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $28K

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
35
Reduced
20
Closed
8
Calls
Puts
$28K
Net Calls
-$28K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$23.8M -$451K -23,675 -2%
TCM
2
TimesSquare Capital Management
New York
$16M -$1.64M -85,954 -9%
BlackRock
3
BlackRock
New York
$15.9M -$161K -8,455 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.8M +$363K +19,051 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.4M +$356K +18,649 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.83M +$213K +11,158 +4%
State Street
7
State Street
Massachusetts
$4.09M +$39.6K +2,077 +1%
ECA
8
Endeavour Capital Advisors
Connecticut
$3.5M -$311K -16,332 -8%
BCM
9
Bridgeway Capital Management
Texas
$3.35M +$132K +6,920 +4%
BFC
10
Banc Funds Company
Illinois
$2.04M +$242K +12,700 +13%
Northern Trust
11
Northern Trust
Illinois
$1.84M -$30.6K -1,606 -2%
American Century Companies
12
American Century Companies
Missouri
$1.76M -$305 -16 -0%
Morgan Stanley
13
Morgan Stanley
New York
$1.67M -$373K -19,577 -18%
PFA
14
Pure Financial Advisors
California
$1.58M
Russell Investments Group
15
Russell Investments Group
United Kingdom
$1.49M -$8.29K -435 -0.5%
AFA
16
AA Financial Advisors
Ohio
$1.4M
KAS
17
Kestra Advisory Services
Texas
$1.4M +$1.43M +75,000 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.31M +$270K +14,176 +25%
AllianceBernstein
19
AllianceBernstein
Tennessee
$1.09M -$2.99K -157 -0.3%
Prudential Financial
20
Prudential Financial
New Jersey
$916K -$166K -8,700 -15%
N
21
Nuveen
North Carolina
$877K
Invesco
22
Invesco
Georgia
$823K +$145K +7,601 +21%
Boston Partners
23
Boston Partners
Massachusetts
$694K +$377K +19,782 +113%
HFS
24
Hoge Financial Services
Pennsylvania
$659K +$6.14K +322 +0.9%
JP Morgan Chase
25
JP Morgan Chase
New York
$658K -$280K -14,683 -29%

MVBF Hedge Fund Activity: Q2 2024 in Review

79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2024, worth a combined $119M — down 16% from $142M a quarter earlier.

Fund positioning in MVBF was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 35 added to existing stakes and 20 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.43M. The largest seller was TimesSquare Capital Management, cutting an estimated $1.64M.

  • 79 institutional investors held MVB Financial (MVBF) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $119M of MVB Financial stock for Q2 2024, down 16% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q2 2024 and 8 closed out, a net change of 0 holders.
  • The largest MVB Financial buyer in Q2 2024 was Kestra Advisory Services, an estimated $1.43M added.
  • The largest MVB Financial seller in Q2 2024 was TimesSquare Capital Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q2 2024.