MBIA
MBI
132 hedge funds and large institutions have $211M invested in MBIA in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
8% more capital invested
Capital invested by funds: $196M → $211M (+$15.5M)
7% more funds holding
Funds holding: 123 → 132 (+9)
1.3% less ownership
Funds ownership: 62.28% → 60.98% (-1.3%)
18% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 49
27% less call options, than puts
Call options by funds: $4.68M | Put options by funds: $6.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$11.9M |
| 2 |
SC
Shay Capital
New York
|
+$7.57M |
| 3 |
KBG
Kahn Brothers Group
New York
|
+$2.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.37M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.2M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$7.59M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.97M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$2.57M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.03M |
MBI Hedge Fund Activity: Q1 2024 in Review
132 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q1 2024, worth a combined $211M — up 7.9% from $196M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new MBI positions and 15 closed out — a net gain of 9 holders — while 40 added to existing stakes and 49 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $11.9M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.
- 132 institutional investors held MBIA (MBI) as of Q1 2024, up from 123 in Q4 2023.
- Funds reported $211M of MBIA stock for Q1 2024, up 7.9% quarter-over-quarter.
- 24 funds opened new MBIA positions in Q1 2024 and 15 closed out, a net change of +9 holders.
- The largest MBIA buyer in Q1 2024 was Cerity Partners, an estimated $11.9M added.
- The largest MBIA seller in Q1 2024 was Morgan Stanley, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2024.