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140 hedge funds and large institutions have $372M invested in MBIA in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more call options, than puts

Call options by funds: $8.76M | Put options by funds: $1.96M

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more capital invested

Capital invested by funds: $304M → $372M (+$67.7M)

4% more funds holding

Funds holding: 134140 (+6)

2.28% less ownership

Funds ownership: 60.29%58% (-2.3%)

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
25
Increased
53
Reduced
40
Closed
17
Calls
$8.76M
Puts
$1.96M
Net Calls
+$6.79M
Net Calls Change
-$8.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
26
Cowen and Company
New York
$2.28M +$777K +67,998 +62%
BFM
27
Boothbay Fund Management
New York
$2.21M -$534K -46,708 -21%
Renaissance Technologies
28
Renaissance Technologies
New York
$2.2M +$1.02M +89,700 +110%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.15M +$24.6K +2,154 +1%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$2.14M -$166K -14,520 -8%
Goldman Sachs
31
Goldman Sachs
New York
$2.13M -$1.25M -109,116 -40%
N
32
Nuveen
North Carolina
$2.12M -$233K -20,421 -11%
Morgan Stanley
33
Morgan Stanley
New York
$2.09M -$6.18M -541,389 -77%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.74M +$1.11M +97,600 +259%
SC
35
Shay Capital
New York
$1.53M +$1.21M +106,182 +849%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$1.5M +$858K +75,103 +182%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.45M +$22.8K +2,000 +2%
WG
38
Winton Group
United Kingdom
$1.42M +$333K +29,164 +36%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$1.27M +$1.12M +97,694 New
QOP
40
Quinn Opportunity Partners
Virginia
$1.17M +$1.04M +90,909 New
Simplex Trading
41
Simplex Trading
Illinois
$1.16M +$343K +30,045 +50%
Stifel Financial
42
Stifel Financial
Missouri
$1.1M -$46.8K -4,098 -5%
PAM
43
Panagora Asset Management
Massachusetts
$1.03M +$914K +80,001 New
UBS AM
44
UBS AM
Illinois
$976K -$54.6K -4,781 -6%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$959K +$5.72K +501 +0.7%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$938K +$834K +73,000 New
CSS
47
Cubist Systematic Strategies
Connecticut
$912K +$811K +70,948 New
CS
48
Credit Suisse
Switzerland
$900K +$123K +10,793 +18%
AllianceBernstein
49
AllianceBernstein
Tennessee
$827K +$43.4K +3,800 +6%
E
50
Ergoteles
New York
$811K +$721K +63,147 New

MBI Hedge Fund Activity: Q4 2022 in Review

140 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q4 2022, worth a combined $372M — up 22% from $304M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MBI positions and 17 closed out — a net gain of 8 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.44M. The largest seller was Ninety One (UK), exiting entirely with an estimated $22.3M sold.

  • 140 institutional investors held MBIA (MBI) as of Q4 2022, up from 134 in Q3 2022.
  • Funds reported $372M of MBIA stock for Q4 2022, up 22% quarter-over-quarter.
  • 25 funds opened new MBIA positions in Q4 2022 and 17 closed out, a net change of +8 holders.
  • The largest MBIA buyer in Q4 2022 was Millennium Management, an estimated $6.44M added.
  • The largest MBIA seller in Q4 2022 was Ninety One (UK), an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2022.