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MBIA
MBI

Overview Fund Activity

150 hedge funds and large institutions have $768M invested in MBIA in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
24
Increased
31
Reduced
57
Closed
14
Calls
$13M
Puts
$16.1M
Net Calls
-$3.04M
Net Calls Change
-$3.43M

Top Buyers

1
TSW
1
Thompson Siegel & Walmsley
Virginia
$10.4M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$30.5M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$5.52M
4
Millennium Management
4
Millennium Management
New York
$4.03M
5
Invesco
5
Invesco
Georgia
$3.94M

Top Sellers

1
WA
1
Whitebox Advisors
Minnesota
$1.59M
2
O
2
OppenheimerFunds
New York
$18M
3
ERM
3
Elm Ridge Management
New York
$5.56M
4
DKCM
4
Davidson Kempner Capital Management
New York
$14M
5
RA
5
Royce & Associates
New York
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$74M 7,771,745 +125,675 +2%
FCP
2
Fine Capital Partners
New York
$71.1M 7,468,713 -97,609 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$66.4M 6,973,148 – –
BlackRock
4
BlackRock
New York
$58.9M 6,188,840 -73,035 -1%
KBG
5
Kahn Brothers Group
New York
$42M 4,412,482 -119,428 -3%
LCOV
6
London Company of Virginia
Virginia
$37M 3,884,171 -230,683 -6%
HP
7
Hosking Partners
United Kingdom
$36.5M 3,836,517 -23,574 -0.6%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$30.5M 3,205,498 +389,988 +14%
RA
9
Royce & Associates
New York
$26.8M 2,812,605 -435,000 -13%
Ameriprise
10
Ameriprise
Minnesota
$25.1M 2,632,805 +144,412 +6%
RCMNY
11
Rubric Capital Management (New York)
New York
$23M 2,411,400 – –
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$20.6M 2,167,441 -178,789 -8%
State Street
13
State Street
Massachusetts
$18.2M 1,909,656 -12,986 -0.7%
O
14
OppenheimerFunds
New York
$18M 1,894,212 -671,443 -26%
Charles Schwab
15
Charles Schwab
California
$14.5M 1,528,205 +126,838 +9%
DKCM
16
Davidson Kempner Capital Management
New York
$14M 1,474,065 -483,000 -25%
Northern Trust
17
Northern Trust
Illinois
$11.3M 1,185,561 -5,940 -0.5%
TSW
18
Thompson Siegel & Walmsley
Virginia
$10.4M 1,097,237 +641,382 +141%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$9.88M 1,038,175 +75,613 +8%
CAM
20
Chou Associates Management
Ontario, Canada
$9.41M 952,531 – –
Wellington Management Group
21
Wellington Management Group
Massachusetts
$8.5M 892,287 -288,774 -24%
Morgan Stanley
22
Morgan Stanley
New York
$7.99M 839,241 -108,416 -11%
V
23
ValueWorks
New York
$7.05M 740,863 +4,100 +0.6%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$6.49M 681,183 -221,250 -25%
TAM
25
Taylor Asset Management
Ontario, Canada
$6.46M 678,712 -163,400 -19%
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