MBIA
MBI
170 hedge funds and large institutions have $1.11B invested in MBIA in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 29 closing their positions.
15% more capital invested
Capital invested by funds: $962M → $1.11B (+$147M)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
1% more funds holding
Funds holding: 169 → 170 (+1)
5.73% less ownership
Funds ownership: 97.1% → 91.37% (-5.7%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
33% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 70
84% less call options, than puts
Call options by funds: $12.1M | Put options by funds: $75.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$14.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$12.3M |
| 3 |
JP Morgan Chase
New York
|
+$9.67M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$8.05M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$34.7M |
| 2 |
FTCM
Fir Tree Capital Management
New York
|
-$30.5M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$21M |
| 4 |
FCP
Fine Capital Partners
New York
|
-$19.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$18.3M |
MBI Hedge Fund Activity: Q1 2016 in Review
170 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q1 2016, worth a combined $1.11B — up 15% from $962M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MBI positions and 29 closed out — a net gain of 2 holders — while 47 added to existing stakes and 70 trimmed.
The largest buyer was Numeric Investors, adding an estimated $14.4M. The largest seller was OppenheimerFunds, cutting an estimated $34.7M.
- 170 institutional investors held MBIA (MBI) as of Q1 2016, up from 169 in Q4 2015.
- Funds reported $1.11B of MBIA stock for Q1 2016, up 15% quarter-over-quarter.
- 31 funds opened new MBIA positions in Q1 2016 and 29 closed out, a net change of +2 holders.
- The largest MBIA buyer in Q1 2016 was Numeric Investors, an estimated $14.4M added.
- The largest MBIA seller in Q1 2016 was OppenheimerFunds, an estimated $34.7M sold.
Based on aggregated 13F filings for Q1 2016.