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MGIC Investment

380 hedge funds and large institutions have $5.68B invested in MGIC Investment in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 147 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $5.09B → $5.68B (+$589M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% less funds holding

Funds holding: 381380 (-1)

0.86% less ownership

Funds ownership: 95.17%94.31% (-0.86%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 147

64% less call options, than puts

Call options by funds: $3.21M | Put options by funds: $8.82M

Holders
380
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
44
Increased
122
Reduced
147
Closed
43
Calls
$3.21M
Puts
$8.82M
Net Calls
-$5.6M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$1.02M +$68.1K +3,412 +8%
X
202
Xponance
Pennsylvania
$1.01M +$136K +6,829 +18%
TWD
203
True Wealth Design
Ohio
$985K +$879K +44,072 New
WC
204
Waterloo Capital
Texas
$966K +$254K +12,737 +42%
Federated Hermes
205
Federated Hermes
Pennsylvania
$966K +$26.4K +1,322 +3%
NAM
206
NorthCrest Asset Manangement
Minnesota
$919K -$43.9K -2,200 -5%
SGI
207
Summit Global Investments
Utah
$887K -$685K -34,327 -46%
HighTower Advisors
208
HighTower Advisors
Illinois
$884K -$15.6K -782 -2%
SOW
209
State of Wyoming
Wyoming
$865K -$30.8K -1,546 -4%
CastleKeep Investment Advisors
210
CastleKeep Investment Advisors
Connecticut
$864K -$281K -14,100 -27%
Deutsche Bank
211
Deutsche Bank
Germany
$856K -$11K -549 -1%
MAM
212
Martingale Asset Management
Massachusetts
$813K +$725K +36,360 New
CIM
213
Cambria Investment Management
California
$812K +$202K +10,138 +39%
PI
214
PineBridge Investments
New York
$802K +$716K +35,884 New
NFG
215
Nations Financial Group
Iowa
$777K +$131K +6,544 +23%
Pictet Asset Management
216
Pictet Asset Management
Switzerland
$758K +$19.8K +992 +3%
UA
217
Unison Advisors
District of Columbia
$742K +$3.87K +194 +0.6%
ECM
218
EMC Capital Management
Texas
$740K +$265K +13,279 +67%
AC
219
AXQ Capital
New Jersey
$720K +$205K +10,300 +47%
TLCM
220
Twin Lakes Capital Management
California
$707K +$3.63K +182 +0.6%
VI
221
Vestcor Inc
New Brunswick, Canada
$674K -$121K -6,076 -17%
LAM
222
Lingohr Asset Management
Germany
$668K -$49.8K -2,496 -8%
Simplex Trading
223
Simplex Trading
Illinois
$651K +$582K +29,153 New
CIP
224
Convergence Investment Partners
Florida
$643K +$282K +14,125 +97%
Osaic Holdings
225
Osaic Holdings
Arizona
$639K -$69.2K -3,471 -11%

MTG Hedge Fund Activity: Q1 2024 in Review

380 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q1 2024, worth a combined $5.68B — up 12% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MTG positions and 43 closed out — a net gain of 1 holder — while 122 added to existing stakes and 147 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $38.2M. The largest seller was Morgan Stanley, cutting an estimated $187M.

  • 380 institutional investors held MGIC Investment (MTG) as of Q1 2024, down from 381 in Q4 2023.
  • Funds reported $5.68B of MGIC Investment stock for Q1 2024, up 12% quarter-over-quarter.
  • 44 funds opened new MGIC Investment positions in Q1 2024 and 43 closed out, a net change of +1 holder.
  • The largest MGIC Investment buyer in Q1 2024 was Allianz Asset Management, an estimated $38.2M added.
  • The largest MGIC Investment seller in Q1 2024 was Morgan Stanley, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2024.