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115 hedge funds and large institutions have $163M invested in MBIA in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more capital invested

Capital invested by funds: $85.5M → $163M (+$77.8M)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

7% more funds holding

Funds holding: 107115 (+8)

2.64% more ownership

Funds ownership: 46.94%49.59% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

42% less call options, than puts

Call options by funds: $3.54M | Put options by funds: $6.06M

Holders
115
Holders Change
+8
Holders Change %
+7.48%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
35
Reduced
35
Closed
14
Calls
$3.54M
Puts
$6.06M
Net Calls
-$2.52M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.5M +$28.1K +5,446 +0.2%
WHCM
2
Wolf Hill Capital Management
Connecticut
$18.6M +$14.9M +2,880,522 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.4M -$624K -120,979 -5%
V
4
ValueWorks
New York
$14.1M -$199K -38,607 -2%
HP
5
Hosking Partners
United Kingdom
$10.3M +$154K +29,918 +2%
PFMOSF
6
Philadelphia Financial Management of San Francisco
California
$7.24M +$4.38M +848,503 +312%
State Street
7
State Street
Massachusetts
$6.74M +$140K +27,122 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.46M +$99.3K +19,263 +2%
TG
9
TCW Group
California
$4.56M +$1.27M +245,760 +53%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.17M +$1.59M +308,576 +170%
Northern Trust
11
Northern Trust
Illinois
$2.77M +$30.2K +5,860 +1%
Morgan Stanley
12
Morgan Stanley
New York
$2.68M -$260K -50,414 -11%
Bank of America
13
Bank of America
North Carolina
$2.64M -$3.24K -628 -0.2%
Two Sigma Investments
14
Two Sigma Investments
New York
$2.46M +$645K +125,039 +49%
Charles Schwab
15
Charles Schwab
California
$2.35M -$108K -20,906 -5%
WA
16
Whitebox Advisors
Minnesota
$2.23M -$2.58M -500,000 -59%
CAM
17
Chou Associates Management
Ontario, Canada
$2.07M
CM
18
Caption Management
Oklahoma
$1.92M +$1.13M +219,336 +283%
Citadel Advisors
19
Citadel Advisors
Florida
$1.82M +$1.45M +281,792 New
JEST
20
JTC Employer Solutions Trustee
Jersey
$1.75M
Goldman Sachs
21
Goldman Sachs
New York
$1.63M -$133K -25,715 -9%
UBS Group
22
UBS Group
Switzerland
$1.37M +$981K +190,313 +863%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.21M +$864K +167,636 +838%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.21M -$196K -38,051 -17%
FCH
25
Freestone Capital Holdings
Washington
$1.16M +$925K +179,353 New

MBI Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q4 2024, worth a combined $163M — up 91% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MBI positions and 14 closed out — a net gain of 9 holders — while 35 added to existing stakes and 35 trimmed.

The largest buyer was Wolf Hill Capital Management, opening a new position worth an estimated $14.9M. The largest seller was Newtyn Management, exiting entirely with an estimated $6.69M sold.

  • 115 institutional investors held MBIA (MBI) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $163M of MBIA stock for Q4 2024, up 91% quarter-over-quarter.
  • 23 funds opened new MBIA positions in Q4 2024 and 14 closed out, a net change of +9 holders.
  • The largest MBIA buyer in Q4 2024 was Wolf Hill Capital Management, an estimated $14.9M added.
  • The largest MBIA seller in Q4 2024 was Newtyn Management, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2024.