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MBIA
MBI

Overview Fund Activity

150 hedge funds and large institutions have $768M invested in MBIA in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
24
Increased
31
Reduced
57
Closed
14
Calls
$13M
Puts
$16.1M
Net Calls
-$3.04M
Net Calls Change
-$3.43M

Top Buyers

1
TSW
Thompson Siegel & Walmsley
Virginia
$10.4M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$30.5M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$5.52M
4
Millennium Management
Millennium Management
New York
$4.03M
5
Invesco
Invesco
Georgia
$3.94M

Top Sellers

1
WA
Whitebox Advisors
Minnesota
$1.59M
2
O
OppenheimerFunds
New York
$18M
3
ERM
Elm Ridge Management
New York
$5.56M
4
DKCM
Davidson Kempner Capital Management
New York
$14M
5
RA
Royce & Associates
New York
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
126
KBC Group
Belgium
$44K -$736K -77,258 -94%
SIAS
127
Shine Investment Advisory Services
Colorado
$40K – – –
QT
128
Quantbot Technologies
New York
$39K -$47K -4,982 -55%
TI
129
Truehand Inc
New Hampshire
$36K – – –
PHK
130
Point72 Hong Kong
Hong Kong
$23K +$23K +2,385 New
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$22K – – –
NFG
132
Next Financial Group
Texas
$19K – – –
NFH
133
NEXT Financial Holdings
Texas
$19K +$19K +2,000 New
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$17K -$13.2K -1,407 -44%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$15K -$315K -33,368 -95%
MWNA
136
Marshall Wace North America
New York
$12K +$12K +1,283 New
APA
137
American Portfolios Advisors
New York
$9.52K – – –
PRC
138
Pearl River Capital
Michigan
$8K +$8K +800 New
HCM
139
Highlander Capital Management
New Jersey
$7K – – –
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$7K +$72 +8 +1%
PCG
141
Private Capital Group
Connecticut
$6K -$1.38K -142 -19%
AIM
142
Assured Investment Management
New York
$4K +$4K +380 New
SL
143
Salomon & Ludwin
Virginia
$4K +$4K +397 New
LC
144
Lindbrook Capital
California
$3K – – –
BAM
145
Bruderman Asset Management
New York
$1K -$250 -30 -20%
WT
146
Whittier Trust
California
$1K +$1K +58 New
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +126 New
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
– -$3.03M -339,763 Closed
Barrow, Hanley, Mewhinney & Strauss
149
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$2.08M -232,621 Closed
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
– -$816K -91,495 Closed
3 4 5
6
7