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EARN

Ellington Residential Mortgage REIT

64 hedge funds and large institutions have $58.5M invested in Ellington Residential Mortgage REIT in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

7% more funds holding

Funds holding: 6064 (+4)

24.15% less ownership

Funds ownership: 62.97%38.81% (-24%)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

39% less capital invested

Capital invested by funds: $95.6M → $58.5M (-$37M)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
16
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$7.79M -$1.44M -116,000 -15%
Blackstone Inc
2
Blackstone Inc
New York
$7.4M -$33.1M -2,675,000 -81%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.91M +$1.04M +84,414 +17%
BlackRock
4
BlackRock
New York
$4.71M -$6.38M -515,180 -56%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.32M -$1.41M -113,800 -24%
MIM
6
Monashee Investment Management
Massachusetts
$3.53M +$3.71M +300,000 New
Tudor Investment Corp
7
Tudor Investment Corp
Connecticut
$2.3M +$2.41M +195,149 New
Two Sigma Investments
8
Two Sigma Investments
New York
$1.99M +$767K +61,984 +58%
Millennium Management
9
Millennium Management
New York
$1.49M +$1.35M +109,444 +642%
GCM
10
Gables Capital Management
Florida
$1.34M -$82.9K -6,700 -6%
EMG
11
Ellington Management Group
Connecticut
$1.25M +$1.32M +106,472 New
Two Sigma Advisers
12
Two Sigma Advisers
New York
$1.22M +$193K +15,600 +18%
Marshall Wace
13
Marshall Wace
United Kingdom
$1.07M +$1.13M +91,339 New
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$939K
Geode Capital Management
15
Geode Capital Management
Massachusetts
$892K -$801K -64,730 -46%
WG
16
Winton Group
United Kingdom
$843K +$113K +9,163 +15%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$821K +$652K +52,694 +309%
CS
18
Credit Suisse
Switzerland
$652K -$43K -3,477 -6%
BWA
19
BDO Wealth Advisors
Florida
$588K +$2.62K +212 +0.4%
State Street
20
State Street
Massachusetts
$550K -$1.6M -129,389 -74%
JP Morgan Chase
21
JP Morgan Chase
New York
$500K +$174K +14,079 +50%
Morgan Stanley
22
Morgan Stanley
New York
$485K +$437K +35,323 +596%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$463K +$2.36K +191 +0.5%
IA
24
IFP Advisors
Florida
$430K -$7.1K -574 -2%
ECM
25
ExodusPoint Capital Management
New York
$416K +$437K +35,335 New

EARN Hedge Fund Activity: Q2 2021 in Review

64 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q2 2021, worth a combined $58.5M — down 39% from $95.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EARN positions and 16 closed out — a net gain of 4 holders — while 16 added to existing stakes and 23 trimmed.

The largest buyer was Monashee Investment Management, opening a new position worth an estimated $3.71M. The largest seller was Blackstone Inc, cutting an estimated $33.1M.

  • 64 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q2 2021, up from 60 in Q1 2021.
  • Funds reported $58.5M of Ellington Residential Mortgage REIT stock for Q2 2021, down 39% quarter-over-quarter.
  • 20 funds opened new Ellington Residential Mortgage REIT positions in Q2 2021 and 16 closed out, a net change of +4 holders.
  • The largest Ellington Residential Mortgage REIT buyer in Q2 2021 was Monashee Investment Management, an estimated $3.71M added.
  • The largest Ellington Residential Mortgage REIT seller in Q2 2021 was Blackstone Inc, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2021.