MBIA
MBI
170 hedge funds and large institutions have $1.35B invested in MBIA in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 21 closing their positions.
233% more funds holding in top 10
Funds holding in top 10: 3 → 10 (+7)
40% more capital invested
Capital invested by funds: $964M → $1.35B (+$388M)
33% more first-time investments, than exits
New positions opened: 28 | 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: 164 → 170 (+6)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.3M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$15.9M |
| 3 |
EC
EJF Capital
Arlington,
Virginia
|
+$11.4M |
| 4 |
Renaissance Technologies
New York
|
+$9.45M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$20M |
| 2 |
O
OppenheimerFunds
New York
|
-$17.2M |
| 3 |
FCP
Fine Capital Partners
New York
|
-$14.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$5.9M |
| 5 |
Goldman Sachs
New York
|
-$5.77M |
MBI Hedge Fund Activity: Q4 2016 in Review
170 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q4 2016, worth a combined $1.35B — up 40% from $964M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new MBI positions and 21 closed out — a net gain of 7 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 164 in Q3 2016.
- Funds reported $1.35B of MBIA stock for Q4 2016, up 40% quarter-over-quarter.
- 28 funds opened new MBIA positions in Q4 2016 and 21 closed out, a net change of +7 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.