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MGIC Investment

363 hedge funds and large institutions have $3.52B invested in MGIC Investment in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

40% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $2.13M

18% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 118

3% more funds holding

Funds holding: 351363 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.69% less ownership

Funds ownership: 100.4%94.72% (-5.7%)

10% less capital invested

Capital invested by funds: $3.91B → $3.52B (-$383M)

Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
54
Increased
139
Reduced
118
Closed
34
Calls
$2.97M
Puts
$2.13M
Net Calls
+$845K
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
326
Advisory Services Network
Georgia
$11.6K +$11.7K +893 New
BTI
327
Blue Trust Inc
Georgia
$11K +$6.31K +480 +126%
FFA
328
Farther Finance Advisors
California
$10.2K +$10.3K +787 New
GRP
329
Global Retirement Partners
California
$9.85K
IFAM
330
Institutional & Family Asset Management
Colorado
$9.55K
CB
331
Community Bank
New York
$6.5K +$6.58K +500 New
HCP
332
Hexagon Capital Partners
Arkansas
$6.07K +$1.95K +148 +46%
CPG
333
Cornerstone Planning Group
New Jersey
$5.76K +$5.56K +423 New
BAAM
334
Baker Avenue Asset Management
California
$5.23K +$5.29K +402 New
PTC
335
Private Trust Company
Ohio
$5K
FRA
336
Front Row Advisors
California
$4K
JWA
337
JFS Wealth Advisors
Pennsylvania
$3.77K +$92 +7 +2%
SWM
338
Spire Wealth Management
Virginia
$3K +$3.44K +262 New
LC
339
Lindbrook Capital
California
$2.65K +$1.45K +110 +117%
Creative Planning
340
Creative Planning
Kansas
$2.37K +$2.39K +182 New
SC
341
Schubert & Co
Texas
$2.18K +$1.03K +78 +87%
LF
342
Lee Financial
Texas
$2.11K +$2.13K +162 New
TFGT
343
TS Financial Group (TSFG)
Illinois
$2K +$26 +2 +1%
BIA
344
Bell Investment Advisors
California
$1.96K -$421 -32 -17%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$1.85K
PWMG
346
Prestige Wealth Management Group
New Jersey
$1.13K
CTC
347
Central Trust Company
Missouri
$1.12K
MCC
348
Money Concepts Capital
Florida
$1.04K +$1.05K +80 New
UB
349
UMB Bank
Missouri
$1K -$5.26K -400 -81%
DI
350
Disciplined Investments
Oklahoma
$962 +$815 +62 +517%

MTG Hedge Fund Activity: Q4 2022 in Review

363 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q4 2022, worth a combined $3.52B — down 9.8% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MTG positions and 34 closed out — a net gain of 20 holders — while 139 added to existing stakes and 118 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.5M. The largest seller was Goldman Sachs, cutting an estimated $150M.

  • 363 institutional investors held MGIC Investment (MTG) as of Q4 2022, up from 351 in Q3 2022.
  • Funds reported $3.52B of MGIC Investment stock for Q4 2022, down 9.8% quarter-over-quarter.
  • 54 funds opened new MGIC Investment positions in Q4 2022 and 34 closed out, a net change of +20 holders.
  • The largest MGIC Investment buyer in Q4 2022 was JP Morgan Chase, an estimated $45.5M added.
  • The largest MGIC Investment seller in Q4 2022 was Goldman Sachs, an estimated $150M sold.

Based on aggregated 13F filings for Q4 2022.