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MGIC Investment

270 hedge funds and large institutions have $3.17B invested in MGIC Investment in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

31% more capital invested

Capital invested by funds: $2.41B → $3.17B (+$755M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 260270 (+10)

1.39% more ownership

Funds ownership: 89.8%91.19% (+1.4%)

1% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $15.1M

0% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 89

Holders
270
Holders Change
+10
Holders Change %
+3.85%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.33%
New
50
Increased
89
Reduced
89
Closed
36
Calls
$15.2M
Puts
$15.1M
Net Calls
+$146K
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$298M -$16.1M -1,779,493 -6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$235M +$5.45M +603,867 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$156M +$8.68K +961 +0%
State Street
4
State Street
Massachusetts
$122M +$754K +83,474 +0.7%
BFA
5
BlackRock Fund Advisors
California
$112M +$17.1M +1,894,604 +21%
LSV Asset Management
6
LSV Asset Management
Illinois
$106M +$38.6M +4,276,652 +70%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$104M +$72.6M +8,042,586 +368%
BIT
8
BlackRock Institutional Trust
California
$91.3M -$1.25M -138,738 -2%
Millennium Management
9
Millennium Management
New York
$84.3M +$28.4M +3,147,926 +61%
Renaissance Technologies
10
Renaissance Technologies
New York
$81.5M +$22.5M +2,497,500 +45%
MVP
11
Miller Value Partners
Florida
$78.7M -$3.68M -407,675 -5%
Northern Trust
12
Northern Trust
Illinois
$65.8M +$5.98M +662,589 +11%
Ameriprise
13
Ameriprise
Minnesota
$61.8M -$11.2M -1,242,322 -17%
OCM
14
Oaktree Capital Management
California
$59M -$29.2M -3,235,000 -36%
ClearBridge Investments
15
ClearBridge Investments
New York
$58.8M -$644K -71,306 -1%
Marshall Wace
16
Marshall Wace
United Kingdom
$55.4M -$7.75M -858,932 -14%
O
17
OppenheimerFunds
New York
$45.8M +$2.85M +315,800 +8%
Victory Capital Management
18
Victory Capital Management
Texas
$44.1M -$1.31M -145,324 -3%
Invesco
19
Invesco
Georgia
$43.5M +$25.8M +2,854,114 +201%
JHIU
20
Janus Henderson Investors US
Colorado
$40.7M -$6.26M -693,759 -15%
Deutsche Bank
21
Deutsche Bank
Germany
$37.5M +$19.5M +2,158,550 +142%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$36.8M +$10.4M +1,151,656 +47%
BA
23
Broadview Advisors
Wisconsin
$34.7M +$6.31M +698,400 +26%
Norges Bank
24
Norges Bank
Norway
$34.2M +$2.87M +317,700 +10%
ECA
25
Endeavour Capital Advisors
Connecticut
$32.1M -$537K -59,463 -2%

MTG Hedge Fund Activity: Q4 2016 in Review

270 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q4 2016, worth a combined $3.17B — up 31% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MTG positions and 36 closed out — a net gain of 14 holders — while 89 added to existing stakes and 89 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $72.6M. The largest seller was Platinum Investment Management, cutting an estimated $76.9M.

  • 270 institutional investors held MGIC Investment (MTG) as of Q4 2016, up from 260 in Q3 2016.
  • Funds reported $3.17B of MGIC Investment stock for Q4 2016, up 31% quarter-over-quarter.
  • 50 funds opened new MGIC Investment positions in Q4 2016 and 36 closed out, a net change of +14 holders.
  • The largest MGIC Investment buyer in Q4 2016 was Bank of New York Mellon, an estimated $72.6M added.
  • The largest MGIC Investment seller in Q4 2016 was Platinum Investment Management, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2016.