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EARN

Ellington Residential Mortgage REIT

59 hedge funds and large institutions have $105M invested in Ellington Residential Mortgage REIT in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

17% more capital invested

Capital invested by funds: $89.3M → $105M (+$15.6M)

0.48% less ownership

Funds ownership: 65.92%65.44% (-0.48%)

2% less funds holding

Funds holding: 6059 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
22
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$43.1M
BlackRock
2
BlackRock
New York
$11.8M +$573K +48,647 +6%
Renaissance Technologies
3
Renaissance Technologies
New York
$11.3M -$519K -44,000 -5%
SOMRS
4
State of Michigan Retirement System
Michigan
$7.56M
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.29M -$919 -78 -0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$6.28M +$12 +1 +0%
State Street
7
State Street
Massachusetts
$2.17M +$441K +37,443 +30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.71M +$33.3K +2,822 +2%
GCM
9
Gables Capital Management
Florida
$1.57M
Northern Trust
10
Northern Trust
Illinois
$1.37M -$74.1K -6,283 -6%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$942K -$26.5K -2,252 -3%
N
12
Nuveen
North Carolina
$851K +$181K +15,324 +31%
Two Sigma Investments
13
Two Sigma Investments
New York
$844K -$331K -28,055 -30%
WG
14
Winton Group
United Kingdom
$755K -$1.1M -93,213 -62%
CS
15
Credit Suisse
Switzerland
$723K +$133K +11,302 +26%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$702K -$242K -20,500 -28%
LPL Financial
17
LPL Financial
California
$651K +$588K +49,909 New
Wells Fargo
18
Wells Fargo
California
$551K +$110K +9,321 +28%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$529K +$59.7K +5,067 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$468K -$19.1K -1,620 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$356K +$222K +18,837 +222%
Goldman Sachs
22
Goldman Sachs
New York
$351K -$39.9K -3,388 -11%
Invesco
23
Invesco
Georgia
$348K +$52.7K +4,474 +20%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$322K
Millennium Management
25
Millennium Management
New York
$308K +$150K +12,724 +117%

EARN Hedge Fund Activity: Q4 2020 in Review

59 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q4 2020, worth a combined $105M — up 17% from $89.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EARN and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 22 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $588K. The largest seller was Winton Group, cutting an estimated $1.1M.

  • 59 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q4 2020, down from 60 in Q3 2020.
  • Funds reported $105M of Ellington Residential Mortgage REIT stock for Q4 2020, up 17% quarter-over-quarter.
  • 4 funds opened new Ellington Residential Mortgage REIT positions in Q4 2020 and 5 closed out, a net change of -1 holder.
  • The largest Ellington Residential Mortgage REIT buyer in Q4 2020 was LPL Financial, an estimated $588K added.
  • The largest Ellington Residential Mortgage REIT seller in Q4 2020 was Winton Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2020.