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MBIA
MBI

Overview Fund Activity

166 hedge funds and large institutions have $804M invested in MBIA in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 44 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
38
Increased
44
Reduced
63
Closed
31
Calls
$140M
Puts
$181M
Net Calls
-$41.2M
Net Calls Change
-$52.6M

Top Buyers

1
FCP
1
Fine Capital Partners
New York
$81.2M
2
Ameriprise
2
Ameriprise
Minnesota
$24.8M
3
DCM
3
Discovery Capital Management
Connecticut
$23.2M
4
O
4
OppenheimerFunds
New York
$46.1M
5
JG
5
Jefferies Group
New York
$8.45M

Top Sellers

1
EC
1
EJF Capital
Virginia
$7.64M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$53.7M
3
PI
3
Putnam Investments
Massachusetts
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.8M
5
BlackRock
5
BlackRock
New York
$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
126
Principal Financial Group
Iowa
$96K +$1.39K +189 +1%
JT
127
Jump Trading
Illinois
$93K +$93K +12,701 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$92K +$82.2K +11,190 +838%
AB
129
Amalgamated Bank
New York
$88K -$26.6K -3,623 -23%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$85K -$3.95K -545 -4%
BF
131
BOK Financial
Oklahoma
$84K – – –
XK
132
Xact Kapitalforvaltning
Sweden
$83K +$83K +11,300 New
Prudential Financial
133
Prudential Financial
New Jersey
$82K -$26.3K -3,600 -24%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$78K +$78K +10,705 New
CHAM
135
Clear Harbor Asset Management
Connecticut
$73K +$73K +10,000 New
NWS
136
Newport Wealth Strategies
California
$73K +$73K +10,000 New
AIP
137
Ameritas Investment Partners
Nebraska
$60K -$23.5K -3,194 -28%
UBS Group
138
UBS Group
Switzerland
$53K -$131K -17,852 -71%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$46K +$16.3K +2,221 +55%
KBC Group
140
KBC Group
Belgium
$37K – – –
IA
141
IFP Advisors
Florida
$32K – – –
Macquarie Group
142
Macquarie Group
Australia
$32K +$32K +4,400 New
SIAS
143
Shine Investment Advisory Services
Colorado
$31K – – –
AAP
144
Arax Advisory Partners
Colorado
$27K – – –
AG
145
Advisor Group
Arizona
$25K +$828 +110 +3%
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$25K +$11.4K +1,600 +84%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$24K -$11.6K -1,588 -33%
PCM
148
Prelude Capital Management
New York
$22K -$33K -4,500 -60%
US Bancorp
149
US Bancorp
Minnesota
$17K +$8.53K +1,146 +101%
ST
150
Smithfield Trust
Pennsylvania
$16K -$62.9K -8,733 -80%
4 5
6
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