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MBIA
MBI

170 hedge funds and large institutions have $1.35B invested in MBIA in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more funds holding in top 10

Funds holding in top 10: 3 → 10 (+7)

41% more capital invested

Capital invested by funds: $960M → $1.35B (+$392M)

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

20% more call options, than puts

Call options by funds: $42.8M | Put options by funds: $35.8M

4% more funds holding

Funds holding: 163 → 170 (+7)

1.94% more ownership

Funds ownership: 91.04% → 92.98% (+1.9%)

20% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 65

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
4.25%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.25%
New
29
Increased
52
Reduced
65
Closed
21
Calls
$42.8M
Puts
$35.8M
Net Calls
+$7M
Net Calls Change
+$22.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.3M
2
TSW
Thompson Siegel & Walmsley
Virginia
+$15.9M
3
EC
EJF Capital
Virginia
+$11.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$9.45M
5
Ameriprise
Ameriprise
Minnesota
+$8.5M

Top Sellers

1
NI
Numeric Investors
Massachusetts
-$20M
2
O
OppenheimerFunds
New York
-$17.2M
3
FCP
Fine Capital Partners
New York
-$14.4M
4
Victory Capital Management
Victory Capital Management
Texas
-$5.9M
5
Goldman Sachs
Goldman Sachs
New York
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
176
A.R.T. Advisors
New York
– -$166K -21,315 Closed
Simplex Trading
177
Simplex Trading
Illinois
– -$180K -19,526 Closed
CG
178
Clinton Group
New York
– -$150K -19,293 Closed
Verition Fund Management
179
Verition Fund Management
Connecticut
– -$118K -15,163 Closed
CA
180
Commerzbank Aktiengesellschaft
Germany
– -$109K -13,998 Closed
IH
181
IFC Holdings
Florida
– -$89K -11,500 Closed
Jane Street
182
Jane Street
New York
– -$104K -11,263 Closed
CG
183
Cutler Group
California
– -$84.8K -9,182 Closed
Walleye Trading
184
Walleye Trading
New York
– -$55.2K -5,981 Closed
QT
185
Quantbot Technologies
New York
– -$18K -2,321 Closed
PFBT
186
Parkside Financial Bank & Trust
Missouri
– -$16K -2,000 Closed
IWMPD
187
Integrated Wealth Management (Palm Desert)
California
– -$8K -1,000 Closed
BAM
188
Bruderman Asset Management
New York
– -$3K -425 Closed
PA
189
Parallel Advisors
California
– +$351 +38 New
4 5 6 7
8

MBI Hedge Fund Activity: Q4 2016 in Review

170 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q4 2016, worth a combined $1.35B — up 41% from $960M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MBI positions and 21 closed out — a net gain of 8 holders — while 52 added to existing stakes and 65 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $22.3M. The largest seller was Numeric Investors, cutting an estimated $20M.

  • 170 institutional investors held MBIA (MBI) as of Q4 2016, up from 163 in Q3 2016.
  • Funds reported $1.35B of MBIA stock for Q4 2016, up 41% quarter-over-quarter.
  • 29 funds opened new MBIA positions in Q4 2016 and 21 closed out, a net change of +8 holders.
  • The largest MBIA buyer in Q4 2016 was Wellington Management Group, an estimated $22.3M added.
  • The largest MBIA seller in Q4 2016 was Numeric Investors, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2016.