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MBIA
MBI

Overview Fund Activity

153 hedge funds and large institutions have $942M invested in MBIA in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 67 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-13
Holders Change %
-7.83%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
20
Increased
32
Reduced
67
Closed
33
Calls
$158M
Puts
$149M
Net Calls
+$8.95M
Net Calls Change
+$50.2M

Top Buyers

1
DKCM
Davidson Kempner Capital Management
New York
+$13.4M
2
Morgan Stanley
Morgan Stanley
New York
+$7.83M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$7.53M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$4.09M
5
TAM
Taylor Asset Management
Ontario, Canada
+$2.6M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
-$23.2M
2
EC
EJF Capital
Virginia
-$9.62M
3
LCOV
London Company of Virginia
Virginia
-$8.41M
4
JG
Jefferies Group
New York
-$7.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
126
Clear Harbor Asset Management
Connecticut
$93K – – –
NWS
127
Newport Wealth Strategies
California
$93K – – –
AIP
128
Ameritas Investment Partners
Nebraska
$76K – – –
MYIA
129
Mount Yale Investment Advisors
Colorado
$68K +$68K +7,372 New
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$64K +$64K +7,175 New
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$58K – – –
QT
132
Quantbot Technologies
New York
$54K +$54K +5,918 New
SEI Investments
133
SEI Investments
Pennsylvania
$42K +$32.1K +3,449 +325%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$40K +$20.7K +2,221 +107%
SIAS
135
Shine Investment Advisory Services
Colorado
$39K – – –
AAP
136
Arax Advisory Partners
Colorado
$32K -$2.03K -220 -6%
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$32K – – –
IA
138
IFP Advisors
Florida
$32K – – –
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$30K – – –
Bessemer Group
140
Bessemer Group
New Jersey
$26K +$26K +2,850 New
AG
141
Advisor Group
Arizona
$25K -$5.76K -622 -19%
APA
142
American Portfolios Advisors
New York
$9.26K – – –
GFP
143
Gryphon Financial Partners
Ohio
$7K -$2.95K -321 -30%
HCM
144
Highlander Capital Management
New Jersey
$7K – – –
WAM
145
Wealthspire Advisors (Maryland)
Maryland
$7K – – –
PCG
146
Private Capital Group
Connecticut
$6K -$13.8K -1,419 -70%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +660 New
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$4K -$124 -14 -3%
IBOK
149
Independence Bank of Kentucky
Kentucky
$4K +$4K +412 New
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$2K – – –
4 5
6
7 8