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MGIC Investment

299 hedge funds and large institutions have $4.47B invested in MGIC Investment in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.34% more ownership

Funds ownership: 92.68%93.01% (+0.34%)

7% less funds holding

Funds holding: 320299 (-21)

8% less capital invested

Capital invested by funds: $4.84B → $4.47B (-$368M)

12% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 115

13% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $17M

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

32% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 57

Holders
299
Holders Change
-21
Holders Change %
-6.56%
% of All Funds
6.85%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
39
Increased
101
Reduced
115
Closed
57
Calls
$14.7M
Puts
$17M
Net Calls
-$2.27M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
276
Chicago Partners Investment Group
Illinois
$24K
RE
277
RBC Europe
United Kingdom
$20.8K
SIC
278
Salem Investment Counselors
North Carolina
$19K
LIA
279
LS Investment Advisors
Michigan
$18K -$15.6K -1,100 -44%
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$17K
IFAM
281
Institutional & Family Asset Management
Colorado
$15K +$16.4K +1,158 New
1IA
282
1834 Investment Advisors
Wisconsin
$13K
QCG
283
Quadrant Capital Group
Ohio
$10K
SWP
284
Stratos Wealth Partners
Ohio
$10K +$9.66K +682 +550%
ASN
285
Advisory Services Network
Georgia
$7K
AssetMark Inc
286
AssetMark Inc
California
$7K +$1.16K +82 +18%
APP
287
Avantax Planning Partners
Iowa
$5K +$8.14K +575 New
FRA
288
Front Row Advisors
California
$4K
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.15K -152 -43%
GFP
290
Gryphon Financial Partners
Ohio
$3K -$1.06K -75 -23%
GWM
291
Geneos Wealth Management
Colorado
$2K
IA
292
IFP Advisors
Florida
$2K
FGC
293
Financial Gravity Companies
Texas
$2K +$665 +47 +33%
TC
294
Trilogy Capital
California
$2K +$1.93K +136 New
FGAM
295
Financial Gravity Asset Management
Texas
$2K +$2.69K +190 New
PCG
296
Private Capital Group
Connecticut
$1K
ML
297
McAdam LLC
Pennsylvania
$1K +$1.13K +80 New
BFEC
298
Benjamin F. Edwards & Company
Missouri
$1K +$1.42K +100 New
Barrow, Hanley, Mewhinney & Strauss
299
Barrow, Hanley, Mewhinney & Strauss
Texas
-$86.7M -6,142,201 Closed
CRCP
300
Copper Rock Capital Partners
Massachusetts
-$42.2M -2,927,105 Closed

MTG Hedge Fund Activity: Q1 2018 in Review

299 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q1 2018, worth a combined $4.47B — down 7.6% from $4.84B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of MTG and 39 opened new positions — a net loss of 18 holders — while 115 trimmed existing stakes and 101 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $70.7M. The largest seller was Wellington Management Group, cutting an estimated $112M.

  • 299 institutional investors held MGIC Investment (MTG) as of Q1 2018, down from 320 in Q4 2017.
  • Funds reported $4.47B of MGIC Investment stock for Q1 2018, down 7.6% quarter-over-quarter.
  • 39 funds opened new MGIC Investment positions in Q1 2018 and 57 closed out, a net change of -18 holders.
  • The largest MGIC Investment buyer in Q1 2018 was Point72 Asset Management, an estimated $70.7M added.
  • The largest MGIC Investment seller in Q1 2018 was Wellington Management Group, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2018.