We are live on ! Find out more
MTG icon

MGIC Investment

224 hedge funds and large institutions have $2.67B invested in MGIC Investment in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

3.98% more ownership

Funds ownership: 88.9%92.88% (+4%)

2% more funds holding

Funds holding: 220224 (+4)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

2% less capital invested

Capital invested by funds: $2.73B → $2.67B (-$60.7M)

4% less call options, than puts

Call options by funds: $41.3M | Put options by funds: $43.2M

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
6.47%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.35%
New
31
Increased
80
Reduced
74
Closed
26
Calls
$41.3M
Puts
$43.2M
Net Calls
-$1.9M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SVA Wealth Management
Wisconsin
$86K +$870 +100 +1%
HCM
202
Horrell Capital Management
Arkansas
$85K -$87K -10,000 -50%
ACI
203
Alpha Cubed Investments
California
$85K -$6.96K -800 -7%
OCM
204
Otter Creek Management
Florida
$85K
HAIM
205
Hunter Associates Investment Management
Pennsylvania
$85K +$87K +10,000 New
BlackRock
206
BlackRock
New York
$82K
DADC
207
D.A. Davidson & Co
Montana
$63K
STC
208
SEI Trust Company
Pennsylvania
$51K -$56.6K -6,500 -52%
JFGIW
209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K +$4.35K +500 +9%
BJ
210
BlackRock Japan
Japan
$37K -$4.12K -473 -10%
Creative Planning
211
Creative Planning
Kansas
$36K +$748 +86 +2%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$17K
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$9K +$8.88K +1,020 New
LNB
214
Ledyard National Bank
$4K
HR
215
Howe & Rusling
New York
$3K
M&T Bank
216
M&T Bank
New York
$3K +$3.48K +400 New
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.09K -$8.77K -1,008 -0.4%
PTC
218
Private Trust Company
Ohio
$1K -$844 -97 -40%
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$1K -$235 -27 -15%
Walleye Trading
220
Walleye Trading
New York
$768 +$784K +90,098 New
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$163 -$2.9M -333,360 -100%
CANY
222
Caxton Associates (New York)
New York
-$21.8M -2,500,000 Closed
HCM
223
Hirzel Capital Management
Texas
-$20.5M -2,425,786 Closed
GAM
224
Goldentree Asset Management
New York
-$12.1M -1,431,177 Closed
O
225
OppenheimerFunds
New York
-$9.71M -1,150,000 Closed

MTG Hedge Fund Activity: Q1 2014 in Review

224 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q1 2014, worth a combined $2.67B — down 2.2% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MTG positions and 26 closed out — a net gain of 5 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was Maverick Capital, adding an estimated $53.8M. The largest seller was Dimensional Fund Advisors, cutting an estimated $23.7M.

  • 224 institutional investors held MGIC Investment (MTG) as of Q1 2014, up from 220 in Q4 2013.
  • Funds reported $2.67B of MGIC Investment stock for Q1 2014, down 2.2% quarter-over-quarter.
  • 31 funds opened new MGIC Investment positions in Q1 2014 and 26 closed out, a net change of +5 holders.
  • The largest MGIC Investment buyer in Q1 2014 was Maverick Capital, an estimated $53.8M added.
  • The largest MGIC Investment seller in Q1 2014 was Dimensional Fund Advisors, an estimated $23.7M sold.

Based on aggregated 13F filings for Q1 2014.