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132 hedge funds and large institutions have $211M invested in MBIA in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $196M → $211M (+$15.5M)

7% more funds holding

Funds holding: 123132 (+9)

1.3% less ownership

Funds ownership: 62.28%60.98% (-1.3%)

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

27% less call options, than puts

Call options by funds: $4.68M | Put options by funds: $6.41M

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
40
Reduced
49
Closed
15
Calls
$4.68M
Puts
$6.41M
Net Calls
-$1.73M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
KBG
1
Kahn Brothers Group
New York
$35M +$2.2M +347,007 +7%
BlackRock
2
BlackRock
New York
$23.1M -$1.11M -176,185 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.1M +$252K +39,767 +2%
Cerity Partners
4
Cerity Partners
New York
$12.7M +$11.9M +1,884,907 New
NM
5
Newtyn Management
New York
$12.7M
HP
6
Hosking Partners
United Kingdom
$12.2M -$36.7K -5,796 -0.3%
LCOV
7
London Company of Virginia
Virginia
$10.3M +$112K +17,749 +1%
SC
8
Shay Capital
New York
$9.35M +$7.57M +1,196,002 +638%
V
9
ValueWorks
New York
$8.69M +$27.2K +4,295 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.53M +$39.8K +6,286 +0.7%
State Street
11
State Street
Massachusetts
$6.53M -$61.3K -9,695 -1%
Millennium Management
12
Millennium Management
New York
$5.19M -$1.86M -294,191 -28%
Northern Trust
13
Northern Trust
Illinois
$2.9M -$67.1K -10,600 -2%
WA
14
Whitebox Advisors
Minnesota
$2.87M +$949K +150,000 +55%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.67M +$78.5K +12,403 +3%
Charles Schwab
16
Charles Schwab
California
$2.43M -$2.57M -406,247 -53%
Morgan Stanley
17
Morgan Stanley
New York
$2.21M -$10.2M -1,606,889 -83%
Goldman Sachs
18
Goldman Sachs
New York
$2.19M -$211K -33,276 -9%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$2.05M +$750K +118,603 +64%
Bank of America
20
Bank of America
North Carolina
$1.95M +$1.06M +167,899 +139%
JEST
21
JTC Employer Solutions Trustee
Jersey
$1.89M
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$1.86M -$3.97M -627,228 -69%
Citadel Advisors
23
Citadel Advisors
Florida
$1.7M +$1.37M +215,761 +610%
WG
24
Winton Group
United Kingdom
$1.67M +$785K +124,150 +101%
GCP
25
GSA Capital Partners
United Kingdom
$1.29M +$221K +34,940 +22%

MBI Hedge Fund Activity: Q1 2024 in Review

132 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q1 2024, worth a combined $211M — up 7.9% from $196M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MBI positions and 15 closed out — a net gain of 9 holders — while 40 added to existing stakes and 49 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $11.9M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 132 institutional investors held MBIA (MBI) as of Q1 2024, up from 123 in Q4 2023.
  • Funds reported $211M of MBIA stock for Q1 2024, up 7.9% quarter-over-quarter.
  • 24 funds opened new MBIA positions in Q1 2024 and 15 closed out, a net change of +9 holders.
  • The largest MBIA buyer in Q1 2024 was Cerity Partners, an estimated $11.9M added.
  • The largest MBIA seller in Q1 2024 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2024.