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EARN

Ellington Residential Mortgage REIT

44 hedge funds and large institutions have $68.9M invested in Ellington Residential Mortgage REIT in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

13% more funds holding

Funds holding: 3944 (+5)

9% more capital invested

Capital invested by funds: $63.4M → $68.9M (+$5.45M)

0.84% less ownership

Funds ownership: 58.68%57.83% (-0.84%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$35.1M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.71M -$1.43M -112,968 -21%
Renaissance Technologies
3
Renaissance Technologies
New York
$5.63M +$742K +58,580 +16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.09M +$38.3K +3,028 +0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.4M
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$2.56M -$153K -12,076 -6%
BFA
7
BlackRock Fund Advisors
California
$2.23M +$673K +53,192 +45%
CAM
8
ClariVest Asset Management
California
$1.27M -$396K -31,300 -24%
JC
9
JBF Capital
Colorado
$1.13M
GIM
10
Greenwich Investment Management
Connecticut
$673K -$16.1K -1,275 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$581K -$92K -7,264 -14%
Morgan Stanley
12
Morgan Stanley
New York
$570K -$234K -18,516 -30%
WFI
13
West Family Investments
California
$478K
BIT
14
BlackRock Institutional Trust
California
$458K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$404K -$1.47K -116 -0.4%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$401K +$15.6K +1,234 +4%
GCP
17
GSA Capital Partners
United Kingdom
$381K +$74.7K +5,900 +25%
Northern Trust
18
Northern Trust
Illinois
$366K +$874 +69 +0.2%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$316K -$189K -14,900 -38%
FCM
20
FJ Capital Management
Virginia
$266K +$253K +20,000 New
Citigroup
21
Citigroup
New York
$257K -$97.2K -7,677 -28%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$252K
Deutsche Bank
23
Deutsche Bank
Germany
$237K +$105K +8,289 +83%
Ameriprise
24
Ameriprise
Minnesota
$150K +$11.7K +921 +9%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$147K +$142K +11,236 New

EARN Hedge Fund Activity: Q2 2016 in Review

44 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q2 2016, worth a combined $68.9M — up 8.6% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EARN positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $742K. The largest seller was Wellington Management Group, cutting an estimated $1.43M.

  • 44 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q2 2016, up from 39 in Q1 2016.
  • Funds reported $68.9M of Ellington Residential Mortgage REIT stock for Q2 2016, up 8.6% quarter-over-quarter.
  • 8 funds opened new Ellington Residential Mortgage REIT positions in Q2 2016 and 3 closed out, a net change of +5 holders.
  • The largest Ellington Residential Mortgage REIT buyer in Q2 2016 was Renaissance Technologies, an estimated $742K added.
  • The largest Ellington Residential Mortgage REIT seller in Q2 2016 was Wellington Management Group, an estimated $1.43M sold.

Based on aggregated 13F filings for Q2 2016.