Ellington Residential Mortgage REIT
EARN
46 hedge funds and large institutions have $10.2M invested in Ellington Residential Mortgage REIT in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 7 closing their positions.
700% more call options, than puts
Call options by funds: $64K | Put options by funds: $8K
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 45 → 46 (+1)
4.15% less ownership
Funds ownership: 10.25% → 6.1% (-4.1%)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
50% less capital invested
Capital invested by funds: $20.3M → $10.2M (-$10.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$391K |
| 2 |
EGM
Engineers Gate Manager
New York
|
+$196K |
| 3 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$167K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$142K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.53M |
| 2 |
Morgan Stanley
New York
|
-$2.48M |
| 3 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$882K |
| 4 |
Jane Street
New York
|
-$394K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$303K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWPS
51
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$3.22K | -611 | Closed |
|
|
WA
52
WPG Advisers
Baltimore,
Maryland
| – | -$1.85K | -351 | Closed |
|
53
Los Angeles Capital Management
Los Angeles,
California
| – | -$515 | -99 | Closed |
|
EARN Hedge Fund Activity: Q1 2026 in Review
46 of the 8,133 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q1 2026, worth a combined $10.2M — down 50% from $20.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EARN positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Waverly Advisors, adding an estimated $391K. The largest seller was Wells Fargo, cutting an estimated $4.53M.
- 46 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q1 2026, up from 45 in Q4 2025.
- Funds reported $10.2M of Ellington Residential Mortgage REIT stock for Q1 2026, down 50% quarter-over-quarter.
- 9 funds opened new Ellington Residential Mortgage REIT positions in Q1 2026 and 7 closed out, a net change of +2 holders.
- The largest Ellington Residential Mortgage REIT buyer in Q1 2026 was Waverly Advisors, an estimated $391K added.
- The largest Ellington Residential Mortgage REIT seller in Q1 2026 was Wells Fargo, an estimated $4.53M sold.
Based on aggregated 13F filings for Q1 2026.