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MGIC Investment

389 hedge funds and large institutions have $5.35B invested in MGIC Investment in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 128 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 380389 (+9)

1.27% less ownership

Funds ownership: 94.31%93.04% (-1.3%)

6% less capital invested

Capital invested by funds: $5.68B → $5.35B (-$333M)

14% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 148

21% less call options, than puts

Call options by funds: $4.14M | Put options by funds: $5.26M

Holders
389
Holders Change
+9
Holders Change %
+2.37%
% of All Funds
5.62%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
44
Increased
128
Reduced
148
Closed
31
Calls
$4.14M
Puts
$5.26M
Net Calls
-$1.13M
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$36.4M -$78.1K -3,767 -0.2%
DSC
27
Donald Smith & Co
New York
$36M -$30M -1,448,307 -46%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$35.5M -$803K -38,709 -2%
NW
29
NewEdge Wealth
Pennsylvania
$34.5M +$1.11M +53,594 +3%
Franklin Resources
30
Franklin Resources
California
$32.8M +$419K +20,208 +1%
Ameriprise
31
Ameriprise
Minnesota
$31.2M +$237K +11,430 +0.8%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$31M +$95.5K +4,602 +0.3%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$30.3M -$712K -34,318 -2%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$25.4M -$8.48M -408,864 -26%
UBS AM
35
UBS AM
Illinois
$25.3M +$10.2M +489,635 +71%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$23.3M -$260K -12,548 -1%
VF
37
Vest Financial
Virginia
$23.1M +$4.12M +198,553 +23%
AssetMark Inc
38
AssetMark Inc
California
$21.9M +$442K +21,312 +2%
Bank of America
39
Bank of America
North Carolina
$21.4M -$463K -22,321 -2%
BFA
40
Bragg Financial Advisors
North Carolina
$19.4M +$1.08M +51,979 +6%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$19.3M +$1.46M +70,560 +9%
Principal Financial Group
42
Principal Financial Group
Iowa
$19.1M -$2.87M -138,514 -13%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$19M +$511K +24,627 +3%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$18.6M -$7.48M -360,768 -29%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$17.2M -$3.64M -175,303 -18%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$16.8M -$4.39M -211,438 -21%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$16.8M -$379K -18,258 -2%
HA
48
Heartland Advisors
Wisconsin
$15.9M +$1.67M +80,737 +12%
NIP
49
Nicholas Investment Partners
California
$15.7M +$1.37M +66,027 +10%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$15.6M -$739K -35,615 -5%

MTG Hedge Fund Activity: Q2 2024 in Review

389 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q2 2024, worth a combined $5.35B — down 5.9% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MTG positions and 31 closed out — a net gain of 13 holders — while 128 added to existing stakes and 148 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $22.5M. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $34.4M sold.

  • 389 institutional investors held MGIC Investment (MTG) as of Q2 2024, up from 380 in Q1 2024.
  • Funds reported $5.35B of MGIC Investment stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 44 funds opened new MGIC Investment positions in Q2 2024 and 31 closed out, a net change of +13 holders.
  • The largest MGIC Investment buyer in Q2 2024 was JP Morgan Chase, an estimated $22.5M added.
  • The largest MGIC Investment seller in Q2 2024 was Jupiter Asset Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q2 2024.