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219 hedge funds and large institutions have $1.96B invested in MBIA in 2014 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

9% more funds holding

Funds holding: 201219 (+18)

1.99% less ownership

Funds ownership: 92.88%90.89% (-2%)

23% less capital invested

Capital invested by funds: $2.54B → $1.96B (-$578M)

42% less call options, than puts

Call options by funds: $83.8M | Put options by funds: $145M

67% less funds holding in top 10

Funds holding in top 10: 155 (-10)

Holders
219
Holders Change
+18
Holders Change %
+8.96%
% of All Funds
6.29%
Holding in Top 10
5
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-66.67%
% of All Funds
0.14%
New
48
Increased
84
Reduced
58
Closed
29
Calls
$83.8M
Puts
$145M
Net Calls
-$61M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$504M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$161M +$19.5M +1,581,378 +12%
LCOV
3
London Company of Virginia
Virginia
$148M -$5M -406,103 -3%
Bank of America
4
Bank of America
North Carolina
$115M +$4.89M +396,715 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$93.1M +$2.73M +221,206 +3%
CP
6
Centerbridge Partners
New York
$51.5M -$4.58M -372,000 -7%
BIT
7
BlackRock Institutional Trust
California
$50.9M +$12.7M +1,027,957 +29%
ERM
8
Elm Ridge Management
New York
$47.4M +$7.9M +641,576 +18%
RA
9
Royce & Associates
New York
$42.4M +$2.64M +214,500 +6%
FCP
10
Fine Capital Partners
New York
$34.4M +$3.12M +253,600 +9%
Norges Bank
11
Norges Bank
Norway
$32.2M +$17.7M +1,437,092 +97%
State Street
12
State Street
Massachusetts
$28.8M +$661K +53,665 +2%
KBG
13
Kahn Brothers Group
New York
$27.9M -$228K -18,500 -0.7%
SFM
14
Soros Fund Management
New York
$27.2M +$1.01M +81,766 +3%
Morgan Stanley
15
Morgan Stanley
New York
$24.2M +$2.33M +188,855 +9%
O
16
OppenheimerFunds
New York
$19.9M +$14.6M +1,186,640 +192%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$18.9M +$15.8M +1,286,016 +304%
WA
18
Whitebox Advisors
Minnesota
$18.6M +$13.9M +1,130,574 +203%
GC
19
GW Capital
Washington
$17.3M +$8.94M +725,896 +86%
FTCM
20
Fir Tree Capital Management
New York
$17.1M -$27M -2,190,470 -59%
CS
21
Credit Suisse
Switzerland
$14.4M +$12.3M +994,653 +320%
Renaissance Technologies
22
Renaissance Technologies
New York
$14.3M +$9.05M +734,362 +130%
TAM
23
Taylor Asset Management
Ontario, Canada
$13.5M -$27.5M -2,235,200 -65%
BFA
24
BlackRock Fund Advisors
California
$13.4M +$807K +65,544 +6%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$13.2M +$8.68M +704,830 +144%

MBI Hedge Fund Activity: Q2 2014 in Review

219 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q2 2014, worth a combined $1.96B — down 23% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MBI positions and 29 closed out — a net gain of 19 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $19.5M. The largest seller was Arrowgrass Capital Partners (US), exiting entirely with an estimated $56.4M sold.

  • 219 institutional investors held MBIA (MBI) as of Q2 2014, up from 201 in Q1 2014.
  • Funds reported $1.96B of MBIA stock for Q2 2014, down 23% quarter-over-quarter.
  • 48 funds opened new MBIA positions in Q2 2014 and 29 closed out, a net change of +19 holders.
  • The largest MBIA buyer in Q2 2014 was Dimensional Fund Advisors, an estimated $19.5M added.
  • The largest MBIA seller in Q2 2014 was Arrowgrass Capital Partners (US), an estimated $56.4M sold.

Based on aggregated 13F filings for Q2 2014.