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196 hedge funds and large institutions have $1.58B invested in MBIA in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.99% more ownership

Funds ownership: 89.69%91.67% (+2%)

5% less capital invested

Capital invested by funds: $1.65B → $1.58B (-$75.4M)

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

7% less funds holding

Funds holding: 211196 (-15)

36% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

96% less call options, than puts

Call options by funds: $6.59M | Put options by funds: $148M

Holders
196
Holders Change
-15
Holders Change %
-7.11%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
69
Reduced
74
Closed
36
Calls
$6.59M
Puts
$148M
Net Calls
-$141M
Net Calls Change
-$30.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$424M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$141M +$6.78M +761,285 +5%
LCOV
3
London Company of Virginia
Virginia
$127M +$9.26M +1,040,011 +8%
Bank of America
4
Bank of America
North Carolina
$95.1M -$2.23M -250,008 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$85.1M +$5.38M +603,740 +7%
O
6
OppenheimerFunds
New York
$54M +$29.8M +3,340,995 +135%
RA
7
Royce & Associates
New York
$47.3M +$2.76M +310,300 +6%
ERM
8
Elm Ridge Management
New York
$39.6M -$9.7M -1,089,038 -20%
BIT
9
BlackRock Institutional Trust
California
$37.2M -$2.47M -277,760 -6%
CS
10
Credit Suisse
Switzerland
$25.8M -$1.14M -127,683 -4%
Goldman Sachs
11
Goldman Sachs
New York
$23.9M -$8.46M -949,483 -27%
State Street
12
State Street
Massachusetts
$21.4M -$342K -38,448 -2%
FCP
13
Fine Capital Partners
New York
$21.2M -$188K -21,100 -0.9%
HC
14
Hosking & Co
Ireland
$19.7M +$1.12M +125,802 +6%
KBG
15
Kahn Brothers Group
New York
$18.2M -$182K -20,450 -1%
SFM
16
Soros Fund Management
New York
$18M +$2.23M +250,000 +15%
PCM
17
Proxima Capital Management
New York
$17.3M +$1.78M +200,000 +12%
GC
18
GW Capital
Washington
$16.1M +$834K +93,665 +6%
FTCM
19
Fir Tree Capital Management
New York
$14.4M
Norges Bank
20
Norges Bank
Norway
$13.9M -$702K -78,822 -5%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$13.8M +$1.95M +218,864 +17%
NI
22
Numeric Investors
Massachusetts
$12.6M +$7.04M +790,000 +141%
Morgan Stanley
23
Morgan Stanley
New York
$12.1M +$882K +99,052 +8%
BFA
24
BlackRock Fund Advisors
California
$11.8M +$352K +39,467 +3%
TA
25
Teachers Advisors
New York
$10.5M -$2.18M -244,628 -18%

MBI Hedge Fund Activity: Q1 2015 in Review

196 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q1 2015, worth a combined $1.58B — down 4.6% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of MBI and 23 opened new positions — a net loss of 13 holders — while 74 trimmed existing stakes and 69 added.

The largest buyer was OppenheimerFunds, adding an estimated $29.8M. The largest seller was Centerbridge Partners, exiting entirely with an estimated $14.6M sold.

  • 196 institutional investors held MBIA (MBI) as of Q1 2015, down from 211 in Q4 2014.
  • Funds reported $1.58B of MBIA stock for Q1 2015, down 4.6% quarter-over-quarter.
  • 23 funds opened new MBIA positions in Q1 2015 and 36 closed out, a net change of -13 holders.
  • The largest MBIA buyer in Q1 2015 was OppenheimerFunds, an estimated $29.8M added.
  • The largest MBIA seller in Q1 2015 was Centerbridge Partners, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2015.