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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$842M -$24.6M -1,235,512 -3%
BlackRock
2
BlackRock
New York
$553M -$6.01M -301,495 -1%
JP Morgan Chase
3
JP Morgan Chase
New York
$341M +$10M +503,585 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$326M +$3.51M +175,702 +1%
First Trust Advisors
5
First Trust Advisors
Illinois
$281M +$9.82M +492,353 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$246M +$3.48M +174,609 +2%
State Street
7
State Street
Massachusetts
$211M -$4.84M -242,819 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$163M -$43.4M -2,173,668 -23%
ClearBridge Investments
9
ClearBridge Investments
New York
$134M +$2.78M +139,562 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$111M +$10.9M +545,818 +12%
Allianz Asset Management
11
Allianz Asset Management
Germany
$110M +$38.2M +1,915,967 +64%
Invesco
12
Invesco
Georgia
$105M +$29.4M +1,472,591 +46%
Northern Trust
13
Northern Trust
Illinois
$97.5M -$6.74M -337,714 -7%
Norges Bank
14
Norges Bank
Norway
$83.6M +$10.4M +520,805 +16%
Goldman Sachs
15
Goldman Sachs
New York
$80.8M -$4M -200,340 -5%
AQR Capital Management
16
AQR Capital Management
Connecticut
$77.5M -$8.39M -420,604 -11%
American Century Companies
17
American Century Companies
Missouri
$74.8M +$438K +21,975 +0.7%
DSC
18
Donald Smith & Co
New York
$69.7M -$6.4M -320,776 -9%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$68.2M +$24.4M +1,222,281 +67%
Morgan Stanley
20
Morgan Stanley
New York
$67.8M -$187M -9,359,490 -76%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$67.4M -$3.97M -198,991 -6%
Victory Capital Management
22
Victory Capital Management
Texas
$63.2M -$135K -6,762 -0.2%
Charles Schwab
23
Charles Schwab
California
$62.2M -$356K -17,854 -0.6%
Brown Advisory
24
Brown Advisory
Maryland
$51.2M +$1.07M +53,629 +2%
NI
25
NFC Investments
Tennessee
$42.7M -$328K -16,442 -0.9%

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.