...or to simply have an email sent to you whenever we receive a new Earnings and ratings provided by Zacks. For example, let's assume that an MHC that has 10 million shares -- four million shares outstanding and six million that the MHC hangs on to -- and $100 million of equity. Those who own shares in the MHC that were worth $10 each will find that their stock is now worth more like $15 a share. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. • Hedge Fund to see more advanced email alert options such as selecting any type of Kala Pharmaceuticals and Enova International are two companies that have better prospects than the market is pricing in at present. The SEC has said in legal documents that it is investigating whether the funds "accurately disclosed the existence and true terms of [and] potential conflicts of interest created by" inter-fund loans, dating back to 2003.

[1]: The cash set aside to invest in Ant's prospective record-setting initial public offering is too much for the Hong Kong currency to handle. However, if no rating change occurs, the data on this page does not update. Mutual fund data provided by Valueline. All rights reserved. LPLA is the largest independent broker-dealer in America, and here's how to play it.

Past performance is a poor indicator of future performance. HFBC currently trades for just 87% of book value, so the potential upside is enormous if Stilwell successfully pushes for a sale.

Please. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.

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He's been investing in community banks with great success since the early 1990s. But when the MHC takes a second step and sells the rest of the stock to the public, that often unlocks plenty of value and current shareholders see big gains.

The bank will still have the same number of shares, but about $150 million of equity thanks to the secondary offering's $60 million in proceeds less expenses.

Hedge Funds ... Year-to-date mutual fund returns are calculated on a … Stilwell Holding LLC is a private investment and advisory firm and family office located in New York. Court documents confirm Joe Stilwell was the cult member in this 2012 legal spat with Charles Ward. Companies in the Stilwell Joseph portfolio as of the December 2014 quarterly 13F filing. Get an email alert each time I write an article for Real Money.

It was founded in 03/2012. Performance Market Data & Company fundamental data provided by FactSet. At the time of publication, Melvin was long HFBC, although positions may change at any time. Contrary to many TV talking heads , I do not have ... Puerto Rico Oversight, Management and Economic Stability Act, New York Community Bancorp's Charts Have Not Bottomed Yet, I'm Going for Broker -- and Adding This Financial Services Stock, Ant Group's Pending IPO Already Moving Markets, Picking My Spots to Invest My Stash of Cash; Here Are 2 of Them, You Might Not Like What's in the Cards for American Express. The media have paid lots of attention recently to second-quarter 13F filings from "rock stars" like Warren Buffett and Carl Icahn, but I find it more valuable to see what smaller bank activists like Joseph Stilwell are doing. If you have questions, please contact us. Thank you for your cooperation. HopFed Bancorp A larger bank that Stilwill bought during the second quarter is HopFed Bancorp (HFBC) , which has 18 branches in Kentucky and Tennessee. The three MHCs that he recently bought into are all way too small to mention here on Real Money, where we don't like to focus on stocks with less than $100 million in market capitalization due to their volatility. Please contact customer support to let us know. email address below and choose 'Submit'. Quotes delayed at least 20 minutes for all exchanges. HopFed has about $718 million in assets and has been expanding toward the Nashville market, which might make it a tempting target for anyone looking to enter or expand in that region. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. and a top 10 holdings concentration of 79.36%. The shares are therefore worth $10 each. Powered and implemented by FactSet Digital Solutions Group. You must have a subscription to view WhaleScore histories. Follow Real Money's Wall Street Pros to receive real-time investing alerts. Alt Turnover is calculated by taking either the total MV of new purchases or They hold $237 million in assets under management as of March 27, 2017. • NEW YORK, NY

2019-10-25 sec.gov - 2 - UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. The SEC is investigating Stilwell for potential securities fraud in connection with loans made between various hedge funds he controls. Read their It was founded in 03/2012. 13F filing from Stilwell Value LLC, enter your You are limited to the prior 8 quarters of 13F filings. • Investment Advisor Buying in advance of this secondary offering has been a winning strategy for me over the years, and apparently Stilwell is a fan of this approach as well. for Q2 2020: Percentage of assets under management,Performance-based fees, CHIEF COMPLIANCE OFFICER & SHAREHOLDER (COMMON). They hold $237 million in assets under management as of March 27, 2017. Let's check out what his latest 13F shows: MHCs The big news in Stilwell's latest 13F is that he's accumulating shares in several "mutual holding companies," or MHCs.

After all, a 2014 Sterne Agee study and my own research have found that community-bank stocks typically enjoy tremendous excess returns after activists take positions in them. Click the "+Follow" next to my byline to this article. We're sorry. The Bottom Line Tracking Stilwell's 13Fs has paid off big time for me in the past, and it's more than worth your time to check out his current filing. Latest statistics and disclosures from Stilwell Joseph's latest quarterly 13F-HR filing: Positions held by Joseph Stilwell consolidated in one spreadsheet with up to 7 years of data, Companies in the Stilwell Joseph portfolio as of the December 2014 quarterly 13F filing, SEC 13F filings are viewable for Stilwell Joseph going back to 2011, Javascript is disabled or is not supported by your browser. containing a link to download the .zip file of the CSV file(s) you requested. I own all three, and I think they have tremendous long-term upside for investors who are willing wait for a second step offering. But you can do a little homework and read Stilwell's 13F yourself to check them out. Stilwell Joseph has $174M in assets under management (AUM), dropping by 12.32%. There was a problem trying to send your email to . Except as otherwise indicated, quotes are delayed. Stilwell Value's largest holding is OFG Bancorp with shares held of 1,739,798. Often, the ensuing discussions end up with a bank being sold at premium prices. View Last Form Adv Compilation Report on Record. Their last reported 13F filing for Q2 2020 included $94,323,000 in managed 13F securities and a top 10 holdings concentration of 79.36%. for Stilwell Value LLC, Top 20 equal-weighted holdings. Stilwell Value is based out of New York. Stilwell Value LLC is a hedge fund based in New York, NY. Email Real Money's Wall Street Pros for further analysis and insight, © 1996-2020 TheStreet, Inc.,

divided by the total MV of the fund. That would generous huge returns for those courageous enough to "take the plunge" on the two banks alongside of Stilwell.

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