125 hedge funds and large institutions have $428M invested in MBIA in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 54 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

32% less capital invested

Capital invested by funds: $625M → $428M (-$198M)

53% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 40

59% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 54

Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.92M
Puts
$5.78M
Net Calls
Net Calls Change

Top Buyers

1 +$4.27M
2 +$4M
3 +$1.71M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5M
5
V
ValueWorks
New York
+$1.07M

Top Sellers

1 -$10.2M
2 -$6.55M
3 -$5.76M
4
RA
Royce & Associates
New York
-$5.34M
5
Millennium Management
Millennium Management
New York
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$49.1M
2
$48.5M
3
$38.1M
4
$36.5M
5
$25M
6
$24.2M
7
$23.7M
8
$17.2M
9
$12M
10
$11.8M
11
$10.6M
12
$10.4M
13
$8.09M
14
$7.59M
15
$6.82M
16
$6.41M
17
$5.75M
18
$5.61M
19
$5.36M
20
$4.9M
21
$4.66M
22
$4.18M
23
$3.91M
24
$2.82M
25
$2.61M