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MGIC Investment

298 hedge funds and large institutions have $4.37B invested in MGIC Investment in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $3.5B → $4.37B (+$865M)

11% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $11.4M

0.53% more ownership

Funds ownership: 92.81%93.34% (+0.53%)

2% less funds holding

Funds holding: 303298 (-5)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

17% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 115

Holders
298
Holders Change
-5
Holders Change %
-1.65%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
36
Increased
95
Reduced
115
Closed
40
Calls
$12.6M
Puts
$11.4M
Net Calls
+$1.21M
Net Calls Change
+$7.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$469M +$4.2M +337,115 +1%
BlackRock
2
BlackRock
New York
$338M -$6.58M -528,262 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$293M -$23M -1,847,875 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$210M -$3.99M -320,692 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$182M -$3.76M -301,810 -2%
State Street
6
State Street
Massachusetts
$128M -$18.2M -1,459,084 -13%
AL
7
AJO LP
Pennsylvania
$114M +$73.8M +5,926,435 +217%
APG Asset Management
8
APG Asset Management
Netherlands
$108M +$19.6M +1,571,800 +21%
BAM
9
Bayview Asset Management
Florida
$103M +$3.74M +300,000 +4%
Macquarie Group
10
Macquarie Group
Australia
$99.1M +$6.87M +551,248 +8%
Goldman Sachs
11
Goldman Sachs
New York
$98.6M +$1.39M +111,861 +2%
Northern Trust
12
Northern Trust
Illinois
$92.7M -$758K -60,825 -0.9%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$80.8M -$130K -10,453 -0.2%
Renaissance Technologies
14
Renaissance Technologies
New York
$80.3M +$5.45M +437,600 +8%
ClearBridge Investments
15
ClearBridge Investments
New York
$75.8M -$53K -4,255 -0.1%
Invesco
16
Invesco
Georgia
$74.2M -$12.6M -1,007,628 -15%
VNIM
17
Vaughan Nelson Investment Management
Texas
$70.5M -$2.13M -170,875 -3%
Man Group
18
Man Group
United Kingdom
$59.4M +$4.93M +396,187 +10%
Ameriprise
19
Ameriprise
Minnesota
$58.6M -$4.53M -363,374 -8%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$57.1M +$2.96M +237,752 +6%
Charles Schwab
21
Charles Schwab
California
$57M +$6.16M +494,323 +13%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$55M +$10.2M +819,761 +25%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$54.6M +$3.7M +297,378 +8%
Norges Bank
24
Norges Bank
Norway
$53.2M
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$50M -$36.3K -2,915 -0.1%

MTG Hedge Fund Activity: Q1 2019 in Review

298 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q1 2019, worth a combined $4.37B — up 25% from $3.5B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of MTG and 36 opened new positions — a net loss of 4 holders — while 115 trimmed existing stakes and 95 added.

The largest buyer was AJO LP, adding an estimated $73.8M. The largest seller was Citadel Advisors, cutting an estimated $33M.

  • 298 institutional investors held MGIC Investment (MTG) as of Q1 2019, down from 303 in Q4 2018.
  • Funds reported $4.37B of MGIC Investment stock for Q1 2019, up 25% quarter-over-quarter.
  • 36 funds opened new MGIC Investment positions in Q1 2019 and 40 closed out, a net change of -4 holders.
  • The largest MGIC Investment buyer in Q1 2019 was AJO LP, an estimated $73.8M added.
  • The largest MGIC Investment seller in Q1 2019 was Citadel Advisors, an estimated $33M sold.

Based on aggregated 13F filings for Q1 2019.