paid you're confusing their q2 puts with their new longs
tommie lol .... you're attacking straight factual numbers from a 13f that were, if anything, bullish on both MTG AND RDN? did paid hack your account?
hey genius, do you know how to read a 13f, do you know what the PRN designation means, why don't you look it up and get back to me, but here is a hint, goldman doesn't own shares, they do own have over 1M puts, but then again, they are a market maker, of course they have some inventory, as for king street, they own a few shares, but not nearly as many as you think, this is amateur hour.
Bluecrest sold all their RDN and bought about same amount in MTG (position in MTG before was small)
Oaktree, AQR, Blackrock, and Guggenheim are fleeing all MIs in general lol
MTG is still a ludicrous 16-18% of the King Street portfolioi
$GS is now actually the #2 fund holding both MTG and RDN
Hudson has almost $100m worth of RDN wow just about $30m of MTG they actually did the opposite sold about 17m MTG bought 18m RDN
remember how Kyle Bass sold the rest of his MTG and bought ALU instead, and then as MTG went up about 50-100% from $1, his ALU lost anywhere between -10-30? Well, he sold off all his ALU lol he should have stayed with MTG