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MGIC Investment
MTG

358 hedge funds and large institutions have $4.19B invested in MGIC Investment in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 124 increasing their positions, 132 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

14% more capital invested

Capital invested by funds: $3.68B → $4.19B (+$508M)

2% more funds holding

Funds holding: 352 → 358 (+6)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 132

1.91% less ownership

Funds ownership: 94.64% → 92.73% (-1.9%)

56% less call options, than puts

Call options by funds: $1.26M | Put options by funds: $2.89M

Holders
358
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
5.62%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
43
Increased
124
Reduced
132
Closed
37
Calls
$1.26M
Puts
$2.89M
Net Calls
-$1.63M
Net Calls Change
-$2.67M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$25.4M
2
GAM
Goldentree Asset Management
New York
+$19.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$17.5M
4
Morgan Stanley
Morgan Stanley
New York
+$14.8M
5
P2P
Phase 2 Partners
California
+$9.92M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
2
First Trust Advisors
First Trust Advisors
Illinois
-$32.6M
3
BlackRock
BlackRock
New York
-$25M
4
Brown Advisory
Brown Advisory
Maryland
-$21.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$34M +$2.2M +148,117 +7%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$30.9M +$1.45M +97,972 +5%
NI
28
NFC Investments
Tennessee
$30.6M +$128K +8,655 +0.4%
MCM
29
Moore Capital Management
New York
$24.5M -$14.2M -955,536 -38%
Norges Bank
30
Norges Bank
Norway
$24.5M +$1.92M +129,323 +9%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$21.1M -$1.28M -86,496 -6%
OCM
32
Oaktree Capital Management
California
$18.9M – – –
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$18.5M -$747K -50,338 -4%
NW
34
NewEdge Wealth
Pennsylvania
$18M +$4.3M +289,859 +34%
Principal Financial Group
35
Principal Financial Group
Iowa
$17M -$1.27M -85,490 -7%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$15.9M -$11.2M -755,000 -43%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$15.4M +$3.02M +203,409 +26%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$14.6M +$179K +12,056 +1%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$14.5M +$2.42M +162,977 +22%
RCM
40
Redwood Capital Management
New York
$13M – – –
Millennium Management
41
Millennium Management
New York
$12.2M -$564K -37,991 -5%
Bank of America
42
Bank of America
North Carolina
$12M -$4.99M -336,401 -31%
VRS
43
Virginia Retirement Systems
Virginia
$11.8M +$8.05M +542,530 +263%
LI
44
Leeward Investments
Massachusetts
$11.8M -$298K -20,113 -3%
CS
45
Credit Suisse
Switzerland
$11.3M +$809K +54,555 +8%
Legal & General Group
46
Legal & General Group
United Kingdom
$11.1M -$247K -16,648 -2%
Barclays
47
Barclays
United Kingdom
$10.9M +$6.92M +466,231 +208%
P2P
48
Phase 2 Partners
California
$10.6M +$9.92M +669,019 New
AllianceBernstein
49
AllianceBernstein
Tennessee
$10.6M -$856K -57,691 -8%
N
50
Nuveen
North Carolina
$10.2M -$782K -52,690 -8%
1
2
3 4 5

MTG Hedge Fund Activity: Q2 2023 in Review

358 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q2 2023, worth a combined $4.19B — up 14% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new MTG positions and 37 closed out — a net gain of 6 holders — while 124 added to existing stakes and 132 trimmed.

The largest buyer was Northern Trust, adding an estimated $25.4M. The largest seller was Fidelity Investments, cutting an estimated $134M.

  • 358 institutional investors held MGIC Investment (MTG) as of Q2 2023, up from 352 in Q1 2023.
  • Funds reported $4.19B of MGIC Investment stock for Q2 2023, up 14% quarter-over-quarter.
  • 43 funds opened new MGIC Investment positions in Q2 2023 and 37 closed out, a net change of +6 holders.
  • The largest MGIC Investment buyer in Q2 2023 was Northern Trust, an estimated $25.4M added.
  • The largest MGIC Investment seller in Q2 2023 was Fidelity Investments, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2023.