UOC
MFA

UBS O'Connor’s MFA Financial MFA Stock Holding History

UBS O'Connor’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26,868
Closed -$342K – 517
2024
Q3 		$342K Sell
26,868
-70,553
-72% -$832K 0.01% 365
2024
Q2 		$1.04M Sell
97,421
-12,379
-11% -$133K 0.03% 289
2024
Q1 		$1.25M Buy
+109,800
New +$1.23M 0.04% 253
2023
Q4 		– Sell
-226,894
Closed -$2.18M – 570
2023
Q3 		$2.18M Sell
226,894
-78,968
-26% -$854K 0.04% 232
2023
Q2 		$3.44M Buy
+305,862
New +$3.25M 0.07% 174
2014
Q2 		– Sell
-173,750
Closed -$5.39M – 507
2014
Q1 		$5.39M Buy
173,750
+103,750
+148% +$3.12M 0.1% 229
2013
Q4 		$1.98M Buy
+70,000
New +$2.05M 0.04% 265

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS O'Connor's MFA Position: Q4 2024 in Review

UBS O'Connor sold out of MFA Financial (MFA) in Q4 2024, closing a stake of 26,868 shares — an estimated $342K sold.

UBS O'Connor first reported a position in MFA in Q4 2013 and held it in 7 quarters. The position peaked at $5.39M in Q1 2014. 189 funds tracked by Wall St. Rank hold MFA as of Q4 2024.

  • UBS O'Connor reported no remaining MFA Financial position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 26,868 MFA Financial shares in Q4 2024, an estimated $342K.
  • UBS O'Connor first reported a position in MFA Financial in Q4 2013 and held it in 7 quarters.
  • UBS O'Connor's MFA Financial position peaked at $5.39M in Q1 2014.
  • 189 funds tracked by Wall St. Rank held MFA Financial as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.