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MGIC Investment

288 hedge funds and large institutions have $4.46B invested in MGIC Investment in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 106 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $7.83M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

24% more capital invested

Capital invested by funds: $3.59B → $4.46B (+$872M)

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

2% more funds holding

Funds holding: 283288 (+5)

1.47% more ownership

Funds ownership: 91.44%92.91% (+1.5%)

22% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 106

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
6.58%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
46
Increased
83
Reduced
106
Closed
40
Calls
$15.1M
Puts
$7.83M
Net Calls
+$7.23M
Net Calls Change
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$487M -$13.1M -1,055,548 -3%
BlackRock
2
BlackRock
New York
$340M -$11.1M -898,364 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$322M +$9.35M +753,999 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$216M -$4.56M -368,258 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$185M +$1.5M +120,700 +0.9%
State Street
6
State Street
Massachusetts
$153M -$15.2M -1,223,107 -10%
Goldman Sachs
7
Goldman Sachs
New York
$102M +$5.52M +445,372 +6%
Northern Trust
8
Northern Trust
Illinois
$94.4M -$2.56M -206,800 -3%
Invesco
9
Invesco
Georgia
$92.1M -$1.21M -97,501 -1%
Citadel Advisors
10
Citadel Advisors
Florida
$91.6M +$18.4M +1,480,673 +27%
Deutsche Bank
11
Deutsche Bank
Germany
$90.3M +$16.6M +1,337,992 +25%
Macquarie Group
12
Macquarie Group
Australia
$89.4M +$20.4M +1,645,034 +32%
APG Asset Management
13
APG Asset Management
Netherlands
$85.6M +$519K +41,900 +0.6%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$82.7M +$77M +6,210,291 New
ClearBridge Investments
15
ClearBridge Investments
New York
$73.9M -$4.01M -323,253 -6%
VNIM
16
Vaughan Nelson Investment Management
Texas
$72.8M -$4.96M -399,835 -7%
Renaissance Technologies
17
Renaissance Technologies
New York
$71M -$6.01M -484,954 -8%
Capital Research Global Investors
18
Capital Research Global Investors
California
$66.5M
Ameriprise
19
Ameriprise
Minnesota
$66.4M +$312K +25,175 +0.5%
Capital International Investors
20
Capital International Investors
California
$64.7M +$60.2M +4,858,023 New
EVM
21
Eaton Vance Management
Massachusetts
$55.1M -$5.92M -477,637 -10%
Norges Bank
22
Norges Bank
Norway
$53.7M +$2.21M +178,094 +5%
Charles Schwab
23
Charles Schwab
California
$51M +$997K +80,401 +2%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$50.5M +$2.18M +175,584 +5%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$49.4M +$709K +57,203 +2%

MTG Hedge Fund Activity: Q3 2018 in Review

288 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q3 2018, worth a combined $4.46B — up 24% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MTG positions and 40 closed out — a net gain of 6 holders — while 83 added to existing stakes and 106 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $77M. The largest seller was Bank of New York Mellon, cutting an estimated $109M.

  • 288 institutional investors held MGIC Investment (MTG) as of Q3 2018, up from 283 in Q2 2018.
  • Funds reported $4.46B of MGIC Investment stock for Q3 2018, up 24% quarter-over-quarter.
  • 46 funds opened new MGIC Investment positions in Q3 2018 and 40 closed out, a net change of +6 holders.
  • The largest MGIC Investment buyer in Q3 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $77M added.
  • The largest MGIC Investment seller in Q3 2018 was Bank of New York Mellon, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2018.