MBIA
MBI
167 hedge funds and large institutions have $985M invested in MBIA in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 24 closing their positions.
59% more call options, than puts
Call options by funds: $49.8M | Put options by funds: $31.3M
13% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 24
7% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 55
2% less funds holding
Funds holding: 170 → 167 (-3)
6.56% less ownership
Funds ownership: 92.98% → 86.42% (-6.6%)
27% less capital invested
Capital invested by funds: $1.35B → $985M (-$367M)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$94.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$27M |
| 3 |
O
OppenheimerFunds
New York
|
+$25M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$13.2M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$101M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$21.3M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$20.6M |
| 4 |
FCP
Fine Capital Partners
New York
|
-$15.1M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$12.6M |
MBI Hedge Fund Activity: Q1 2017 in Review
167 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q1 2017, worth a combined $985M — down 27% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MBI positions and 24 closed out — a net gain of 3 holders — while 59 added to existing stakes and 55 trimmed.
The largest buyer was BlackRock, adding an estimated $94.5M. The largest seller was Bank of America, cutting an estimated $101M.
- 167 institutional investors held MBIA (MBI) as of Q1 2017, down from 170 in Q4 2016.
- Funds reported $985M of MBIA stock for Q1 2017, down 27% quarter-over-quarter.
- 27 funds opened new MBIA positions in Q1 2017 and 24 closed out, a net change of +3 holders.
- The largest MBIA buyer in Q1 2017 was BlackRock, an estimated $94.5M added.
- The largest MBIA seller in Q1 2017 was Bank of America, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2017.