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121 hedge funds and large institutions have $267M invested in MBIA in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $5.61M | Put options by funds: $4.39M

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.87% less ownership

Funds ownership: 59.2%56.33% (-2.9%)

11% less funds holding

Funds holding: 136121 (-15)

11% less capital invested

Capital invested by funds: $301M → $267M (-$33.4M)

58% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 24

Holders
121
Holders Change
-15
Holders Change %
-11.03%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
48
Reduced
39
Closed
24
Calls
$5.61M
Puts
$4.39M
Net Calls
+$1.23M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$515K +$6.89K +766 +1%
Wells Fargo
52
Wells Fargo
California
$492K +$89.1K +9,896 +21%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$471K +$7.21K +801 +1%
Renaissance Technologies
54
Renaissance Technologies
New York
$466K -$688K -76,400 -59%
Barclays
55
Barclays
United Kingdom
$452K -$34.7K -3,859 -7%
LOAMU
56
Lombard Odier Asset Management (USA)
New York
$386K +$22.5K +2,500 +6%
NYLIM
57
New York Life Investment Management
New York
$385K -$77.2K -8,574 -16%
GCP
58
GSA Capital Partners
United Kingdom
$381K +$267K +29,643 +205%
YIH
59
Y-Intercept (HK)
Hong Kong
$347K +$361K +40,137 New
UBS Group
60
UBS Group
Switzerland
$344K +$276K +30,715 +339%
ECM
61
ExodusPoint Capital Management
New York
$331K +$215K +23,867 +165%
JP Morgan Chase
62
JP Morgan Chase
New York
$331K -$1.17K -130 -0.3%
Legal & General Group
63
Legal & General Group
United Kingdom
$319K +$169K +18,723 +103%
MML Investors Services
64
MML Investors Services
Massachusetts
$307K +$82.2K +9,136 +35%
Citigroup
65
Citigroup
New York
$275K +$127K +14,120 +80%
LFCM
66
Long Focus Capital Management
Puerto Rico
$259K
GIA
67
Guyasuta Investment Advisors
Pennsylvania
$257K +$268K +29,770 New
Osaic Holdings
68
Osaic Holdings
Arizona
$254K +$20.7K +2,298 +8%
Deutsche Bank
69
Deutsche Bank
Germany
$234K -$153K -17,044 -39%
MIM
70
MetLife Investment Management
New Jersey
$222K
AIG
71
American International Group
New York
$201K +$1.02K +113 +0.5%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$195K
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$184K -$243 -27 -0.1%
SEI Investments
74
SEI Investments
Pennsylvania
$177K
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$176K +$11.3K +1,250 +7%

MBI Hedge Fund Activity: Q2 2023 in Review

121 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q2 2023, worth a combined $267M — down 11% from $301M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MBI and 10 opened new positions — a net loss of 14 holders — while 39 trimmed existing stakes and 48 added.

The largest buyer was Madison Avenue Partners, opening a new position worth an estimated $3.79M. The largest seller was Citadel Advisors, cutting an estimated $5.42M.

  • 121 institutional investors held MBIA (MBI) as of Q2 2023, down from 136 in Q1 2023.
  • Funds reported $267M of MBIA stock for Q2 2023, down 11% quarter-over-quarter.
  • 10 funds opened new MBIA positions in Q2 2023 and 24 closed out, a net change of -14 holders.
  • The largest MBIA buyer in Q2 2023 was Madison Avenue Partners, an estimated $3.79M added.
  • The largest MBIA seller in Q2 2023 was Citadel Advisors, an estimated $5.42M sold.

Based on aggregated 13F filings for Q2 2023.