MBIA
MBI
167 hedge funds and large institutions have $806M invested in MBIA in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 63 reducing their positions, and 31 closing their positions.
26% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 31
24.62% more ownership
Funds ownership: 95.31% → 119.93% (+25%)
4% more funds holding
Funds holding: 161 → 167 (+6)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
19% less call options, than puts
Call options by funds: $151M | Put options by funds: $186M
23% less capital invested
Capital invested by funds: $1.04B → $806M (-$238M)
30% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCP
Fine Capital Partners
New York
|
+$18.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.1M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$10.9M |
| 4 |
O
OppenheimerFunds
New York
|
+$8.24M |
| 5 |
JG
Jefferies Group
New York
|
+$7.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$22.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$20.4M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$19.2M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$19.2M |
| 5 |
BlackRock
New York
|
-$16.9M |
MBI Hedge Fund Activity: Q4 2017 in Review
167 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q4 2017, worth a combined $806M — down 23% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new MBI positions and 31 closed out — a net gain of 8 holders — while 44 added to existing stakes and 63 trimmed.
The largest buyer was Fine Capital Partners, adding an estimated $18.4M. The largest seller was EJF Capital, cutting an estimated $22.3M.
- 167 institutional investors held MBIA (MBI) as of Q4 2017, up from 161 in Q3 2017.
- Funds reported $806M of MBIA stock for Q4 2017, down 23% quarter-over-quarter.
- 39 funds opened new MBIA positions in Q4 2017 and 31 closed out, a net change of +8 holders.
- The largest MBIA buyer in Q4 2017 was Fine Capital Partners, an estimated $18.4M added.
- The largest MBIA seller in Q4 2017 was EJF Capital, an estimated $22.3M sold.
Based on aggregated 13F filings for Q4 2017.