We are live on ! Find out more
MTG icon

MGIC Investment

380 hedge funds and large institutions have $5.68B invested in MGIC Investment in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 147 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $5.09B → $5.68B (+$589M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% less funds holding

Funds holding: 381380 (-1)

0.86% less ownership

Funds ownership: 95.17%94.31% (-0.86%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 147

64% less call options, than puts

Call options by funds: $3.21M | Put options by funds: $8.82M

Holders
380
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
44
Increased
122
Reduced
147
Closed
43
Calls
$3.21M
Puts
$8.82M
Net Calls
-$5.6M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
351
LRI Investments
Florida
$2.91K +$2.59K +130 New
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$2.84K
AFWM
353
Abich Financial Wealth Management
Virginia
$2.82K +$399 +20 +19%
AWM
354
Avior Wealth Management
Nebraska
$2.71K +$2.41K +121 New
PTC
355
Private Trust Company
Ohio
$2.59K -$160 -8 -6%
SIC
356
SJS Investment Consulting
Ohio
$2.28K -$80 -4 -4%
CAL
357
Capital Advisors Ltd
Ohio
$2K
BHWM
358
Beaird Harris Wealth Management
Texas
$1.97K
PWMG
359
Prestige Wealth Management Group
New Jersey
$1.95K
UB
360
UMB Bank
Missouri
$1.95K +$1.74K +87 New
WIA
361
Wetzel Investment Advisors
Indiana
$1.84K
HNB
362
Huntington National Bank
Ohio
$1.72K -$379 -19 -20%
DPW
363
DiNuzzo Private Wealth
Pennsylvania
$1.66K
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$1.48K
IA
365
IFP Advisors
Florida
$1.38K -$26.3K -1,318 -96%
HI
366
Horizon Investments
North Carolina
$1.2K +$698 +35 +184%
S
367
Sachetta
Massachusetts
$1.06K
PFBT
368
Parkside Financial Bank & Trust
Missouri
$1.01K
AW
369
Avion Wealth
Texas
$1K -$678 -34 -53%
GWM
370
Geneos Wealth Management
Colorado
$939
AF
371
Allworth Financial
California
$716
SPIA
372
Steward Partners Investment Advisory
New York
$559 +$499 +25 New
HCP
373
Hexagon Capital Partners
Arkansas
$402 -$3.05K -153 -89%
WWP
374
WR Wealth Planners
Missouri
$402 +$359 +18 New
FGAM
375
Financial Gravity Asset Management
Texas
$167 +$80 +4 +133%

MTG Hedge Fund Activity: Q1 2024 in Review

380 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q1 2024, worth a combined $5.68B — up 12% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MTG positions and 43 closed out — a net gain of 1 holder — while 122 added to existing stakes and 147 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $38.2M. The largest seller was Morgan Stanley, cutting an estimated $187M.

  • 380 institutional investors held MGIC Investment (MTG) as of Q1 2024, down from 381 in Q4 2023.
  • Funds reported $5.68B of MGIC Investment stock for Q1 2024, up 12% quarter-over-quarter.
  • 44 funds opened new MGIC Investment positions in Q1 2024 and 43 closed out, a net change of +1 holder.
  • The largest MGIC Investment buyer in Q1 2024 was Allianz Asset Management, an estimated $38.2M added.
  • The largest MGIC Investment seller in Q1 2024 was Morgan Stanley, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2024.