We are live on ! Find out more

124 hedge funds and large institutions have $550M invested in MBIA in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $63.9M | Put options by funds: $10.8M

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

5% more funds holding

Funds holding: 118124 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.79% less ownership

Funds ownership: 65.98%65.19% (-0.79%)

3% less capital invested

Capital invested by funds: $565M → $550M (-$15.3M)

40% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 53

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
32
Reduced
53
Closed
7
Calls
$63.9M
Puts
$10.8M
Net Calls
+$53.1M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KBG
1
Kahn Brothers Group
New York
$74.3M -$2.2M -149,655 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$60.1M -$4.58M -310,717 -7%
BlackRock
3
BlackRock
New York
$50.9M -$2.59M -176,123 -5%
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$39.5M -$1.15M -77,830 -3%
HP
5
Hosking Partners
United Kingdom
$38.6M -$779K -52,919 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$38.3M +$968K +65,720 +3%
LCOV
7
London Company of Virginia
Virginia
$26.4M -$341K -23,162 -1%
NM
8
Newtyn Management
New York
$21.2M +$1.29M +87,381 +7%
WHCM
9
Wolf Hill Capital Management
Connecticut
$17.4M -$230K -15,601 -1%
V
10
ValueWorks
New York
$16.8M -$53.2K -3,615 -0.3%
State Street
11
State Street
Massachusetts
$16.2M -$181K -12,299 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$13.2M +$386K +26,233 +3%
Charles Schwab
13
Charles Schwab
California
$11.8M -$1.58M -107,024 -12%
CAM
14
Chou Associates Management
Ontario, Canada
$9.23M
Wellington Management Group
15
Wellington Management Group
Massachusetts
$9.21M +$8.81M +598,206 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$8.81M +$3.21M +217,660 +61%
Northern Trust
17
Northern Trust
Illinois
$8.26M -$201K -13,655 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$7.17M +$4.05M +274,746 +144%
MP
19
Mangrove Partners
Connecticut
$6.35M
PI
20
PEAK6 Investments
Illinois
$6.28M -$461K -31,300 -7%
Goldman Sachs
21
Goldman Sachs
New York
$5.35M +$3.53M +239,996 +223%
JEST
22
JTC Employer Solutions Trustee
Jersey
$4.31M
Millennium Management
23
Millennium Management
New York
$3.48M +$1.62M +110,352 +96%
Morgan Stanley
24
Morgan Stanley
New York
$3.41M -$3.03M -205,622 -48%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.41M -$7.19K -488 -0.2%

MBI Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q1 2022, worth a combined $550M — down 2.7% from $565M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MBI positions and 7 closed out — a net gain of 8 holders — while 32 added to existing stakes and 53 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $8.81M. The largest seller was Dimensional Fund Advisors, cutting an estimated $4.58M.

  • 124 institutional investors held MBIA (MBI) as of Q1 2022, up from 118 in Q4 2021.
  • Funds reported $550M of MBIA stock for Q1 2022, down 2.7% quarter-over-quarter.
  • 15 funds opened new MBIA positions in Q1 2022 and 7 closed out, a net change of +8 holders.
  • The largest MBIA buyer in Q1 2022 was Wellington Management Group, an estimated $8.81M added.
  • The largest MBIA seller in Q1 2022 was Dimensional Fund Advisors, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2022.