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107 hedge funds and large institutions have $85.5M invested in MBIA in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

8% less funds holding

Funds holding: 116107 (-9)

10.12% less ownership

Funds ownership: 57.07%46.94% (-10%)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

40% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $2.73M

47% less capital invested

Capital invested by funds: $161M → $85.5M (-$75.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
107
Holders Change
-9
Holders Change %
-7.76%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
40
Reduced
28
Closed
28
Calls
$1.64M
Puts
$2.73M
Net Calls
-$1.09M
Net Calls Change
+$504K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$328 +$380 +92 New
PS
102
Principal Securities
Iowa
$250 -$24.8K -6,004 -99%
LC
103
Lindbrook Capital
California
$132
S
104
SignatureFD
Georgia
$107 -$917 -222 -88%
PA
105
Parallel Advisors
California
$93
CPA
106
Capital Performance Advisors
California
$39 +$45 +11 New
HNB
107
Huntington National Bank
Ohio
$4
KBG
108
Kahn Brothers Group
New York
-$30.6M -5,570,263 Closed
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
-$2.37M -430,963 Closed
CAM
110
Cresset Asset Management
Illinois
-$2.28M -415,274 Closed
Citadel Advisors
111
Citadel Advisors
Florida
-$506K -122,567 Closed
PAM
112
Panagora Asset Management
Massachusetts
-$521K -94,929 Closed
MML Investors Services
113
MML Investors Services
Massachusetts
-$470K -85,639 Closed
AQR Capital Management
114
AQR Capital Management
Connecticut
-$414K -75,374 Closed
ECM
115
ExodusPoint Capital Management
New York
-$392K -71,324 Closed
NRD
116
Nebula Research & Development
New York
-$245K -44,548 Closed
LCOV
117
London Company of Virginia
Virginia
-$244K -44,441 Closed
Verition Fund Management
118
Verition Fund Management
Connecticut
-$181K -32,906 Closed
WG
119
Winton Group
United Kingdom
-$157K -28,607 Closed
PAS
120
Park Avenue Securities
New York
-$142K -25,912 Closed
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
-$116K -21,065 Closed
EGM
122
Engineers Gate Manager
New York
-$96K -17,483 Closed
SA
123
Sanctuary Advisors
Indiana
-$103K -15,106 Closed
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
-$81.4K -14,832 Closed
AI
125
Atria Investments
North Carolina
-$80.9K -14,732 Closed

MBI Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q3 2024, worth a combined $85.5M — down 47% from $161M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MBI and 20 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 40 added.

The largest buyer was ValueWorks, adding an estimated $3.7M. The largest seller was Kahn Brothers Group, exiting entirely with an estimated $30.6M sold.

  • 107 institutional investors held MBIA (MBI) as of Q3 2024, down from 116 in Q2 2024.
  • Funds reported $85.5M of MBIA stock for Q3 2024, down 47% quarter-over-quarter.
  • 20 funds opened new MBIA positions in Q3 2024 and 28 closed out, a net change of -8 holders.
  • The largest MBIA buyer in Q3 2024 was ValueWorks, an estimated $3.7M added.
  • The largest MBIA seller in Q3 2024 was Kahn Brothers Group, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2024.