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MGIC Investment

303 hedge funds and large institutions have $3.5B invested in MGIC Investment in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 96 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 43

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 288303 (+15)

0.11% less ownership

Funds ownership: 92.91%92.81% (-0.11%)

8% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 104

22% less capital invested

Capital invested by funds: $4.46B → $3.5B (-$964M)

39% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $17.6M

Holders
303
Holders Change
+15
Holders Change %
+5.21%
% of All Funds
6.75%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
60
Increased
96
Reduced
104
Closed
43
Calls
$10.8M
Puts
$17.6M
Net Calls
-$6.78M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$36.1M +$19.2M +1,639,886 +91%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$34.9M +$13.8M +1,180,849 +55%
Prudential Financial
28
Prudential Financial
New Jersey
$34.4M +$9.99M +853,549 +35%
Select Equity Group
29
Select Equity Group
New York
$33.1M +$3.61M +308,135 +11%
Deutsche Bank
30
Deutsche Bank
Germany
$33.1M -$42.4M -3,626,595 -53%
NI
31
NFC Investments
Tennessee
$28.6M +$439K +37,550 +1%
AL
32
AJO LP
Pennsylvania
$28.5M +$27.5M +2,348,022 +619%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$27.1M +$1.32M +113,061 +5%
TA
34
Teachers Advisors
New York
$25.2M +$9M +768,682 +47%
SIM
35
Sadoff Investment Management
Wisconsin
$25.1M -$521K -44,500 -2%
Wells Fargo
36
Wells Fargo
California
$25M +$2.85M +243,605 +11%
AQR Capital Management
37
AQR Capital Management
Connecticut
$24.7M +$1.14M +97,013 +4%
OCM
38
Oaktree Capital Management
California
$23.2M +$6.79M +580,000 +35%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$22.8M -$15.6M -1,336,069 -38%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$22.6M -$977K -83,486 -4%
ICOM
41
Investment Counselors of Maryland
Maryland
$21.6M +$599K +51,193 +3%
Ninety One (UK)
42
Ninety One (UK)
United Kingdom
$21M -$8.24M -704,101 -26%
MWA
43
Marshall Wace Asia
Hong Kong
$19.3M +$17.8M +1,518,211 +459%
PAM
44
Panagora Asset Management
Massachusetts
$19.3M +$3.54M +302,747 +20%
HA
45
Heartland Advisors
Wisconsin
$18.2M +$1.17K +100 +0%
WRF
46
Waddell & Reed Financial
Kansas
$17.9M +$20.1M +1,714,317 New
Skandinaviska Enskilda Banken (SEB)
47
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.7M +$19.8M +1,695,713 New
Principal Financial Group
48
Principal Financial Group
Iowa
$16.7M +$5.75M +490,949 +44%
Capital International Investors
49
Capital International Investors
California
$15.8M -$39.2M -3,348,984 -69%
JP Morgan Chase
50
JP Morgan Chase
New York
$15M +$1.66M +142,043 +11%

MTG Hedge Fund Activity: Q4 2018 in Review

303 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q4 2018, worth a combined $3.5B — down 22% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MTG positions and 43 closed out — a net gain of 17 holders — while 96 added to existing stakes and 104 trimmed.

The largest buyer was AJO LP, adding an estimated $27.5M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $66.5M sold.

  • 303 institutional investors held MGIC Investment (MTG) as of Q4 2018, up from 288 in Q3 2018.
  • Funds reported $3.5B of MGIC Investment stock for Q4 2018, down 22% quarter-over-quarter.
  • 60 funds opened new MGIC Investment positions in Q4 2018 and 43 closed out, a net change of +17 holders.
  • The largest MGIC Investment buyer in Q4 2018 was AJO LP, an estimated $27.5M added.
  • The largest MGIC Investment seller in Q4 2018 was Capital Research Global Investors, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2018.