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Lombard Odier Asset Management (USA)’s MBIA MBI Stock Holding History

Lombard Odier Asset Management (USA)’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-109,300
Closed -$800K – 232
2017
Q4 		$800K Buy
109,300
+9,300
+9% +$72.3K 0.06% 186
2017
Q3 		$870K Hold
100,000
– – 0.06% 177
2017
Q2 		$943K Buy
100,000
+98,000
+4,900% +$833K 0.07% 190
2017
Q1 		$1.69M Sell
2,000
-198,000
-99% -$1.99M 0.16% 141
2016
Q4 		$2.14M Buy
+200,000
New +$1.85M 0.27% 105

Other funds holding MBI

KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s MBI Position: Q4 2023 in Review

Lombard Odier Asset Management (USA) sold out of MBIA (MBI) in Q4 2023, closing a stake of 48,403 shares — an estimated $349K sold.

Lombard Odier Asset Management (USA) first reported a position in MBI in Q2 2013 and held it in 24 quarters. The position peaked at $25.9M in Q1 2014. 123 funds tracked by Wall St. Rank hold MBI as of Q4 2023.

  • Lombard Odier Asset Management (USA) reported no remaining MBIA position as of Q4 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 48,403 MBIA shares in Q4 2023, an estimated $349K.
  • Lombard Odier Asset Management (USA) first reported a position in MBIA in Q2 2013 and held it in 24 quarters.
  • Lombard Odier Asset Management (USA)'s MBIA position peaked at $25.9M in Q1 2014.
  • 123 funds tracked by Wall St. Rank held MBIA as of Q4 2023.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2023, filed 14 Feb 2024.