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MGIC Investment

327 hedge funds and large institutions have $2.02B invested in MGIC Investment in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 105 increasing their positions, 122 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% more ownership

Funds ownership: 90.66%93.26% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

9% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $2.19M

3% less funds holding

Funds holding: 337327 (-10)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

14% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 122

55% less capital invested

Capital invested by funds: $4.46B → $2.02B (-$2.44B)

Holders
327
Holders Change
-10
Holders Change %
-2.97%
% of All Funds
7.2%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
49
Increased
105
Reduced
122
Closed
56
Calls
$1.99M
Puts
$2.19M
Net Calls
-$197K
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
301
Institutional & Family Asset Management
Colorado
$8K +$2.26K +187 +17%
1IA
302
1834 Investment Advisors
Wisconsin
$6K
GRP
303
Global Retirement Partners
California
$6K
WLPWM
304
Walled Lake Planning & Wealth Management
Illinois
$6K +$60 +5 +0.5%
CIA
305
CSat Investment Advisory
Michigan
$6K +$2.37K +196 +24%
AssetMark Inc
306
AssetMark Inc
California
$6K +$4.36K +361 +63%
APA
307
American Portfolios Advisors
New York
$5.08K
NICM
308
Neo Ivy Capital Management
New York
$5K -$262K -21,689 -96%
QCG
309
Quadrant Capital Group
Ohio
$5K
EFSCE
310
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$7.65K +633 +297%
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$4K
KPW
312
Kore Private Wealth
New York
$4K
First Manhattan
313
First Manhattan
New York
$4K +$7.66K +634 New
HI
314
Human Investing
Oregon
$3K +$5.13K +425 New
FRA
315
Front Row Advisors
California
$2K
GT
316
Glenmede Trust
Pennsylvania
$2K
TWA
317
TCI Wealth Advisors
Arizona
$2K +$2.98K +247 New
EW
318
Evoke Wealth
California
$1.75K
IA
319
IFP Advisors
Florida
$1K
PWMG
320
Prestige Wealth Management Group
New Jersey
$1K +$1.05K +87 New
HS
321
Horan Securities
United States
$1K +$1.21K +100 New
CAW
322
Cornerstone Advisors (Washington)
Washington
$1K +$1.28K +106 New
TPCW
323
TD Private Client Wealth
New York
$883
Capital International Investors
324
Capital International Investors
California
-$21.4M -1,509,039 Closed
Balyasny Asset Management
325
Balyasny Asset Management
Illinois
-$14.2M -999,032 Closed

MTG Hedge Fund Activity: Q1 2020 in Review

327 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q1 2020, worth a combined $2.02B — down 55% from $4.46B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of MTG and 49 opened new positions — a net loss of 7 holders — while 122 trimmed existing stakes and 105 added.

The largest buyer was Fidelity Investments, adding an estimated $171M. The largest seller was APG Asset Management, cutting an estimated $94.9M.

  • 327 institutional investors held MGIC Investment (MTG) as of Q1 2020, down from 337 in Q4 2019.
  • Funds reported $2.02B of MGIC Investment stock for Q1 2020, down 55% quarter-over-quarter.
  • 49 funds opened new MGIC Investment positions in Q1 2020 and 56 closed out, a net change of -7 holders.
  • The largest MGIC Investment buyer in Q1 2020 was Fidelity Investments, an estimated $171M added.
  • The largest MGIC Investment seller in Q1 2020 was APG Asset Management, an estimated $94.9M sold.

Based on aggregated 13F filings for Q1 2020.