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EARN

Ellington Residential Mortgage REIT

41 hedge funds and large institutions have $85.9M invested in Ellington Residential Mortgage REIT in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 58.81%58.07% (-0.73%)

6% less capital invested

Capital invested by funds: $91.5M → $85.9M (-$5.56M)

7% less funds holding

Funds holding: 4441 (-3)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$41.4M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.21M
Barclays
4
Barclays
United Kingdom
$3.23M -$55K -3,254 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.04M +$904K +53,482 +40%
BFA
6
BlackRock Fund Advisors
California
$2.79M +$45K +2,660 +2%
RFC
7
Russell Frank Company
Washington
$2.04M -$271K -16,000 -11%
MVP
8
Miller Value Partners
Florida
$1.46M
JC
9
JBF Capital
Colorado
$1.37M
Renaissance Technologies
10
Renaissance Technologies
New York
$1.23M -$689K -40,724 -35%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$1.13M +$536K +31,696 +83%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.12M +$699K +41,323 +150%
MAM
13
Martingale Asset Management
Massachusetts
$1.01M -$191K -11,317 -15%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$871K +$695K +41,100 +324%
GEM
15
Global Endowment Management
North Carolina
$852K
Wells Fargo
16
Wells Fargo
California
$808K +$159K +9,390 +23%
Millennium Management
17
Millennium Management
New York
$633K -$125K -7,393 -16%
Goldman Sachs
18
Goldman Sachs
New York
$608K +$398K +23,534 +168%
Two Sigma Investments
19
Two Sigma Investments
New York
$592K -$231K -13,671 -27%
WFI
20
West Family Investments
California
$544K
JIR
21
James Investment Research
Ohio
$459K +$479K +28,335 New
Deutsche Bank
22
Deutsche Bank
Germany
$458K -$919K -54,360 -66%
Northern Trust
23
Northern Trust
Illinois
$386K -$962K -56,911 -70%
BIT
24
BlackRock Institutional Trust
California
$377K +$82.4K +4,874 +26%
NCCM
25
Nine Chapters Capital Management
New Jersey
$321K -$122K -7,200 -27%

EARN Hedge Fund Activity: Q3 2014 in Review

41 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q3 2014, worth a combined $85.9M — down 6.1% from $91.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EARN and 6 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Vanguard Group, adding an estimated $904K. The largest seller was Northern Trust, cutting an estimated $962K.

  • 41 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q3 2014, down from 44 in Q2 2014.
  • Funds reported $85.9M of Ellington Residential Mortgage REIT stock for Q3 2014, down 6.1% quarter-over-quarter.
  • 6 funds opened new Ellington Residential Mortgage REIT positions in Q3 2014 and 9 closed out, a net change of -3 holders.
  • The largest Ellington Residential Mortgage REIT buyer in Q3 2014 was Vanguard Group, an estimated $904K added.
  • The largest Ellington Residential Mortgage REIT seller in Q3 2014 was Northern Trust, an estimated $962K sold.

Based on aggregated 13F filings for Q3 2014.