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MBIA
MBI

Overview Fund Activity

167 hedge funds and large institutions have $985M invested in MBIA in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 24 closing their positions.

Holders
167
Holders Change
-3
Holders Change %
-1.76%
% of All Funds
4.16%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.15%
New
27
Increased
59
Reduced
55
Closed
24
Calls
$49.8M
Puts
$31.3M
Net Calls
+$18.5M
Net Calls Change
+$11.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$79.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$51.9M
3
O
3
OppenheimerFunds
New York
$38M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$25.6M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$19.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.79M
2
Victory Capital Management
2
Victory Capital Management
Texas
$0
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$0
4
FCP
4
Fine Capital Partners
New York
$33.6M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$97M 11,453,964 -10,426 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$88.5M 10,442,849 +511,194 +5%
LCOV
3
London Company of Virginia
Virginia
$81.7M 9,642,634 -463,693 -5%
BlackRock
4
BlackRock
New York
$79.9M 9,436,946 +9,394,482 +22,123%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$51.9M 6,122,875 +2,687,616 +78%
HP
6
Hosking Partners
United Kingdom
$48.9M 5,775,646 +247,963 +4%
O
7
OppenheimerFunds
New York
$38M 4,488,823 +2,488,905 +124%
KBG
8
Kahn Brothers Group
New York
$37.5M 4,426,198 +58,034 +1%
RA
9
Royce & Associates
New York
$33.9M 4,006,053 +160,000 +4%
FCP
10
Fine Capital Partners
New York
$33.6M 3,966,421 -1,503,200 -27%
EC
11
EJF Capital
Virginia
$29.5M 3,480,000 +750,000 +27%
ERM
12
Elm Ridge Management
New York
$27.2M 3,216,738 -105,233 -3%
TSW
13
Thompson Siegel & Walmsley
Virginia
$25.6M 3,027,235 +1,306,869 +76%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$24.9M 2,939,740 -283,173 -9%
State Street
15
State Street
Massachusetts
$22.3M 2,638,734 +79,920 +3%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$19.5M 2,297,901 +1,122,471 +95%
Ameriprise
17
Ameriprise
Minnesota
$16.2M 1,915,891 -845,588 -31%
Northern Trust
18
Northern Trust
Illinois
$13.7M 1,613,935 +54,842 +4%
CAM
19
Chou Associates Management
Ontario, Canada
$9.15M 1,080,797 – –
VCM
20
Venor Capital Management
New York
$8.97M 1,059,408 +1,059,408 New
Morgan Stanley
21
Morgan Stanley
New York
$8.79M 1,037,595 -47,409 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.63M 1,019,255 +84,095 +9%
Charles Schwab
23
Charles Schwab
California
$8.45M 998,018 +81,777 +9%
JIM
24
Jupiter Investment Management
United Kingdom
$8.22M 970,779 +291,246 +43%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$7.68M 906,500 -19,900 -2%
1
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