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MVB Financial

88 hedge funds and large institutions have $143M invested in MVB Financial in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $123M → $143M (+$19.8M)

4.19% more ownership

Funds ownership: 49.19%53.38% (+4.2%)

4% more funds holding

Funds holding: 8588 (+3)

64% less call options, than puts

Call options by funds: $31K | Put options by funds: $87K

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
36
Reduced
14
Closed
9
Calls
$31K
Puts
$87K
Net Calls
-$56K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$24M -$2.28M -110,395 -9%
BlackRock
2
BlackRock
New York
$20.4M +$2.13M +103,264 +12%
TCM
3
TimesSquare Capital Management
New York
$19.1M +$3.08M +149,464 +19%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.6M +$1.01M +48,858 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.05M +$433K +20,992 +6%
BS
6
Banco Santander
Spain
$7.56M +$7.53M +365,107 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.48M -$16.2K -785 -0.3%
State Street
8
State Street
Massachusetts
$4.91M +$238K +11,555 +5%
ECA
9
Endeavour Capital Advisors
Connecticut
$3.89M
BCM
10
Bridgeway Capital Management
Texas
$3.11M -$709K -34,375 -19%
BFC
11
Banc Funds Company
Illinois
$2.26M
Northern Trust
12
Northern Trust
Illinois
$2.05M +$70.3K +3,409 +4%
American Century Companies
13
American Century Companies
Missouri
$2.03M -$763 -37 -0%
Morgan Stanley
14
Morgan Stanley
New York
$2M -$92.2K -4,469 -4%
PFA
15
Pure Financial Advisors
California
$1.76M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.7M +$388K +18,825 +30%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.33M +$378K +18,318 +40%
Goldman Sachs
18
Goldman Sachs
New York
$1.23M +$276K +13,357 +29%
Prudential Financial
19
Prudential Financial
New Jersey
$1.12M +$86.7K +4,200 +8%
AllianceBernstein
20
AllianceBernstein
Tennessee
$1.09M
II
21
Inspire Investing
Idaho
$979K +$154K +7,447 +19%
N
22
Nuveen
North Carolina
$974K
KCM
23
Kennedy Capital Management
Missouri
$769K +$767K +37,154 New
HFS
24
Hoge Financial Services
Pennsylvania
$723K +$5.55K +269 +0.8%
Charles Schwab
25
Charles Schwab
California
$665K

MVBF Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2024, worth a combined $143M — up 16% from $123M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 9 closed out — a net gain of 3 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was Banco Santander, opening a new position worth an estimated $7.53M. The largest seller was Wellington Management Group, cutting an estimated $2.28M.

  • 88 institutional investors held MVB Financial (MVBF) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $143M of MVB Financial stock for Q4 2024, up 16% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q4 2024 and 9 closed out, a net change of +3 holders.
  • The largest MVB Financial buyer in Q4 2024 was Banco Santander, an estimated $7.53M added.
  • The largest MVB Financial seller in Q4 2024 was Wellington Management Group, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.