We are live on ! Find out more
MTG icon

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
Geode Capital Management
26
Geode Capital Management
Massachusetts
$42.5M +$3.1M +218,921 +7%
Charles Schwab
27
Charles Schwab
California
$42M +$8M +565,279 +21%
Bank of America
28
Bank of America
North Carolina
$39.9M -$1.97M -139,277 -4%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$38.1M -$2.48M -174,963 -6%
MVP
30
Miller Value Partners
Florida
$37.8M -$16.2M -1,143,100 -28%
TA
31
Teachers Advisors
New York
$37.8M +$281K +19,826 +0.7%
Man Group
32
Man Group
United Kingdom
$37.2M +$40.5M +2,862,480 New
AQR Capital Management
33
AQR Capital Management
Connecticut
$33.8M -$6.09M -430,011 -14%
Prudential Financial
34
Prudential Financial
New Jersey
$33.2M -$3.23M -227,958 -8%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$32.2M +$4.66M +329,127 +15%
SIM
36
Sadoff Investment Management
Wisconsin
$31.6M +$190K +13,450 +0.6%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$31.6M +$1.13M +79,495 +3%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$30.8M +$14.5M +1,021,359 +76%
Deutsche Bank
39
Deutsche Bank
Germany
$30M +$5.76M +407,024 +21%
Ninety One (UK)
40
Ninety One (UK)
United Kingdom
$29.8M +$5.33M +376,500 +20%
JP Morgan Chase
41
JP Morgan Chase
New York
$26.8M +$6.53M +461,294 +29%
Citadel Advisors
42
Citadel Advisors
Florida
$26.2M +$25.4M +1,793,187 +813%
BA
43
Broadview Advisors
Wisconsin
$26M -$7.48M -528,475 -21%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$25.9M +$24.1M +1,699,191 +579%
Wells Fargo
45
Wells Fargo
California
$24.9M +$3.07M +216,970 +13%
HA
46
Heartland Advisors
Wisconsin
$22.3M -$8.89M -627,903 -27%
Select Equity Group
47
Select Equity Group
New York
$21.3M -$1.4M -98,802 -6%
Morgan Stanley
48
Morgan Stanley
New York
$20.7M -$22.6M -1,596,437 -50%
NI
49
NFC Investments
Tennessee
$20.4M -$1.14M -80,625 -5%
Westfield Capital Management
50
Westfield Capital Management
Massachusetts
$19M -$5.13M -362,356 -20%

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.