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116 hedge funds and large institutions have $161M invested in MBIA in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

3.91% less ownership

Funds ownership: 60.98%57.07% (-3.9%)

12% less funds holding

Funds holding: 132116 (-16)

24% less capital invested

Capital invested by funds: $211M → $161M (-$50.8M)

35% less call options, than puts

Call options by funds: $3.03M | Put options by funds: $4.62M

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
116
Holders Change
-16
Holders Change %
-12.12%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
41
Reduced
44
Closed
29
Calls
$3.03M
Puts
$4.62M
Net Calls
-$1.59M
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$9.28K +$2.65K +443 +36%
AB
102
Amalgamated Bank
New York
$9K
TPCW
103
TD Private Client Wealth
New York
$8.93K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$6.17K +$1.14K +191 +20%
FHA
105
First Horizon Advisors
Tennessee
$5.08K
FFA
106
Farther Finance Advisors
California
$3.32K +$3.24K +541 +629%
QCG
107
Quadrant Capital Group
Ohio
$2.88K -$18.7K -3,123 -86%
EC
108
EdgeRock Capital
Colorado
$2.49K +$2.71K +453 New
CFGS
109
Concourse Financial Group Securities
Alabama
$2.38K
OWA
110
Opal Wealth Advisors
New York
$1.51K +$1.65K +275 New
S
111
SignatureFD
Georgia
$1.38K +$1.33K +222 +740%
EWA
112
EverSource Wealth Advisors
Alabama
$691
LC
113
Lindbrook Capital
California
$203
SAM
114
Smartleaf Asset Management
Massachusetts
$187 +$204 +34 New
PA
115
Parallel Advisors
California
$143
HNB
116
Huntington National Bank
Ohio
$5 -$599 -100 -99%
Dimensional Fund Advisors
117
Dimensional Fund Advisors
Texas
-$1.86M -275,577 Closed
TI
118
Tidal Investments
Wisconsin
-$1.11M -163,508 Closed
CCIA
119
Campbell & Co Investment Adviser
Maryland
-$720K -106,525 Closed
HF
120
HRT Financial
New York
-$347K -51,342 Closed
EC
121
EntryPoint Capital
New York
-$324K -47,986 Closed
OQS
122
Occudo Quantitative Strategies
Florida
-$243K -35,925 Closed
YIH
123
Y-Intercept (HK)
Hong Kong
-$185K -27,431 Closed
DM
124
Deerfield Management
New York
-$161K -23,856 Closed
Two Sigma Advisers
125
Two Sigma Advisers
New York
-$155K -22,950 Closed

MBI Hedge Fund Activity: Q2 2024 in Review

116 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q2 2024, worth a combined $161M — down 24% from $211M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of MBI and 15 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 41 added.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $2.49M. The largest seller was London Company of Virginia, cutting an estimated $8.83M.

  • 116 institutional investors held MBIA (MBI) as of Q2 2024, down from 132 in Q1 2024.
  • Funds reported $161M of MBIA stock for Q2 2024, down 24% quarter-over-quarter.
  • 15 funds opened new MBIA positions in Q2 2024 and 29 closed out, a net change of -14 holders.
  • The largest MBIA buyer in Q2 2024 was Cresset Asset Management, an estimated $2.49M added.
  • The largest MBIA seller in Q2 2024 was London Company of Virginia, an estimated $8.83M sold.

Based on aggregated 13F filings for Q2 2024.