MBIA
MBI
164 hedge funds and large institutions have $964M invested in MBIA in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 69 reducing their positions, and 20 closing their positions.
14% more capital invested
Capital invested by funds: $847M → $964M (+$117M)
0.72% more ownership
Funds ownership: 90.32% → 91.04% (+0.72%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 171 → 164 (-7)
22% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 69
32% less call options, than puts
Call options by funds: $32M | Put options by funds: $47.3M
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.6M |
| 2 |
JP Morgan Chase
New York
|
+$8.72M |
| 3 |
HP
Hosking Partners
London,
United Kingdom
|
+$5.34M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$3.95M |
| 5 |
Goldman Sachs
New York
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$10.7M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$6.03M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.8M |
| 4 |
EC
EJF Capital
Arlington,
Virginia
|
-$4.41M |
| 5 |
Barclays
London,
United Kingdom
|
-$3.56M |
MBI Hedge Fund Activity: Q3 2016 in Review
164 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q3 2016, worth a combined $964M — up 14% from $847M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of MBI and 13 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 54 added.
The largest buyer was Ameriprise, adding an estimated $10.6M. The largest seller was OppenheimerFunds, cutting an estimated $10.7M.
- 164 institutional investors held MBIA (MBI) as of Q3 2016, down from 171 in Q2 2016.
- Funds reported $964M of MBIA stock for Q3 2016, up 14% quarter-over-quarter.
- 13 funds opened new MBIA positions in Q3 2016 and 20 closed out, a net change of -7 holders.
- The largest MBIA buyer in Q3 2016 was Ameriprise, an estimated $10.6M added.
- The largest MBIA seller in Q3 2016 was OppenheimerFunds, an estimated $10.7M sold.
Based on aggregated 13F filings for Q3 2016.