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MGIC Investment

381 hedge funds and large institutions have $5.09B invested in MGIC Investment in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 145 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $4.35B → $5.09B (+$743M)

3.15% more ownership

Funds ownership: 92.02%95.17% (+3.2%)

3% more funds holding

Funds holding: 371381 (+10)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 145

54% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $2.9M

Holders
381
Holders Change
+10
Holders Change %
+2.7%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
49
Increased
131
Reduced
145
Closed
34
Calls
$1.32M
Puts
$2.9M
Net Calls
-$1.58M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$750M -$11.6M -654,107 -2%
BlackRock
2
BlackRock
New York
$483M -$703K -39,729 -0.2%
JP Morgan Chase
3
JP Morgan Chase
New York
$284M -$1.68M -94,751 -0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$278M +$9.79M +553,155 +4%
Morgan Stanley
5
Morgan Stanley
New York
$239M +$113M +6,406,077 +107%
First Trust Advisors
6
First Trust Advisors
Illinois
$233M +$7.36M +415,628 +4%
LSV Asset Management
7
LSV Asset Management
Illinois
$209M +$6.75M +381,151 +4%
State Street
8
State Street
Massachusetts
$187M +$8.67M +490,039 +5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$183M -$17.3M -980,230 -9%
ClearBridge Investments
10
ClearBridge Investments
New York
$113M +$2.16M +121,828 +2%
Northern Trust
11
Northern Trust
Illinois
$90.6M -$3.53M -199,428 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$85.1M +$1.14M +64,412 +1%
AQR Capital Management
13
AQR Capital Management
Connecticut
$75M -$6.15M -347,181 -8%
Goldman Sachs
14
Goldman Sachs
New York
$73.6M -$7.28M -411,501 -10%
DSC
15
Donald Smith & Co
New York
$66.3M -$2.28M -128,826 -4%
American Century Companies
16
American Century Companies
Missouri
$64.1M -$170K -9,626 -0.3%
Invesco
17
Invesco
Georgia
$62.3M +$977K +55,192 +2%
Norges Bank
18
Norges Bank
Norway
$62M +$19.3M +1,089,276 +51%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$62M -$5.22M -295,009 -8%
Allianz Asset Management
20
Allianz Asset Management
Germany
$58M +$13.4M +757,021 +34%
Victory Capital Management
21
Victory Capital Management
Texas
$54.6M -$3.07M -173,696 -6%
Charles Schwab
22
Charles Schwab
California
$54M +$126K +7,137 +0.3%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$53.5M -$18.7M -1,058,010 -28%
Ameriprise
24
Ameriprise
Minnesota
$47.3M -$12M -679,000 -22%
Brown Advisory
25
Brown Advisory
Maryland
$43.2M -$764K -43,138 -2%

MTG Hedge Fund Activity: Q4 2023 in Review

381 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q4 2023, worth a combined $5.09B — up 17% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MTG positions and 34 closed out — a net gain of 15 holders — while 131 added to existing stakes and 145 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $113M. The largest seller was Fidelity Investments, cutting an estimated $18.7M.

  • 381 institutional investors held MGIC Investment (MTG) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $5.09B of MGIC Investment stock for Q4 2023, up 17% quarter-over-quarter.
  • 49 funds opened new MGIC Investment positions in Q4 2023 and 34 closed out, a net change of +15 holders.
  • The largest MGIC Investment buyer in Q4 2023 was Morgan Stanley, an estimated $113M added.
  • The largest MGIC Investment seller in Q4 2023 was Fidelity Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2023.