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ARR

Armour Residential REIT

150 hedge funds and large institutions have $680M invested in Armour Residential REIT in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 12.93%12.2% (-0.73%)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

6% less funds holding

Funds holding: 159150 (-9)

8% less capital invested

Capital invested by funds: $741M → $680M (-$61.2M)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

83% less call options, than puts

Call options by funds: $998K | Put options by funds: $5.88M

Holders
150
Holders Change
-9
Holders Change %
-5.66%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
47
Reduced
49
Closed
30
Calls
$998K
Puts
$5.88M
Net Calls
-$4.88M
Net Calls Change
-$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$174M -$3.12M -33,226 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$93.7M -$15.2M -162,153 -14%
Invesco
3
Invesco
Georgia
$38.2M +$3.65M +38,848 +10%
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$36.4M -$3.59M -38,197 -9%
State Street
5
State Street
Massachusetts
$34.7M +$4.11M +43,747 +13%
UBS Group
6
UBS Group
Switzerland
$33.3M +$2.29M +24,331 +7%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$26.4M +$4.2M +44,626 +19%
WAM
8
Wolverine Asset Management
Illinois
$19.3M +$11.4M +121,224 +140%
Norges Bank
9
Norges Bank
Norway
$14.1M -$129K -1,369 -0.9%
Citadel Advisors
10
Citadel Advisors
Florida
$13.5M +$7.68M +81,699 +129%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.3M +$2.02M +21,456 +18%
Northern Trust
12
Northern Trust
Illinois
$12.3M +$360K +3,825 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.9M -$387K -4,117 -3%
Allianz Asset Management
14
Allianz Asset Management
Germany
$10.1M +$8.18K +87 +0.1%
JP Morgan Chase
15
JP Morgan Chase
New York
$9.49M +$934K +9,928 +11%
Millennium Management
16
Millennium Management
New York
$7.93M +$8M +85,055 New
Principal Financial Group
17
Principal Financial Group
Iowa
$7.84M -$963K -10,243 -11%
Prudential Financial
18
Prudential Financial
New Jersey
$7.61M +$249K +2,646 +3%
SSA
19
Schonfeld Strategic Advisors
New York
$6.24M +$6.3M +66,960 New
Charles Schwab
20
Charles Schwab
California
$6.01M +$33.9K +361 +0.6%
AIM
21
Assured Investment Management
New York
$5.59M +$5.64M +60,000 New
Wells Fargo
22
Wells Fargo
California
$5.51M -$1.34M -14,274 -19%
Ameriprise
23
Ameriprise
Minnesota
$5.34M -$735K -7,812 -12%
Morgan Stanley
24
Morgan Stanley
New York
$5M +$4.21M +44,782 +505%
VanEck Associates
25
VanEck Associates
New York
$4.94M +$422K +4,490 +9%

ARR Hedge Fund Activity: Q2 2019 in Review

150 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Armour Residential REIT (ARR) for Q2 2019, worth a combined $680M — down 8.3% from $741M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of ARR and 26 opened new positions — a net loss of 4 holders — while 49 trimmed existing stakes and 47 added.

The largest buyer was Wolverine Asset Management, adding an estimated $11.4M. The largest seller was Vanguard Group, cutting an estimated $15.2M.

  • 150 institutional investors held Armour Residential REIT (ARR) as of Q2 2019, down from 159 in Q1 2019.
  • Funds reported $680M of Armour Residential REIT stock for Q2 2019, down 8.3% quarter-over-quarter.
  • 26 funds opened new Armour Residential REIT positions in Q2 2019 and 30 closed out, a net change of -4 holders.
  • The largest Armour Residential REIT buyer in Q2 2019 was Wolverine Asset Management, an estimated $11.4M added.
  • The largest Armour Residential REIT seller in Q2 2019 was Vanguard Group, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2019.