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EARN

Ellington Residential Mortgage REIT

57 hedge funds and large institutions have $51.9M invested in Ellington Residential Mortgage REIT in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.84% less ownership

Funds ownership: 38.81%35.98% (-2.8%)

11% less funds holding

Funds holding: 6457 (-7)

11% less capital invested

Capital invested by funds: $58.5M → $51.9M (-$6.64M)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$7.01M
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.55M
Renaissance Technologies
3
Renaissance Technologies
New York
$6.5M -$893K -79,000 -12%
BlackRock
4
BlackRock
New York
$5.67M +$1.22M +107,886 +27%
HI
5
HBK Investments
Texas
$3.15M +$3.19M +282,396 New
Two Sigma Investments
6
Two Sigma Investments
New York
$2.43M +$555K +49,044 +29%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$2.19M +$1.04M +92,400 +89%
Tudor Investment Corp
8
Tudor Investment Corp
Connecticut
$1.9M -$287K -25,387 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.39M +$553K +48,895 +64%
GCM
10
Gables Capital Management
Florida
$1.26M -$15.8K -1,400 -1%
EH
11
EMG Holdings
Connecticut
$1.25M +$1.2M +106,472 New
Millennium Management
12
Millennium Management
New York
$1.19M -$220K -19,481 -15%
CC
13
Claybrook Capital
Massachusetts
$919K +$931K +82,311 New
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$883K -$7.84K -693 -0.9%
WG
15
Winton Group
United Kingdom
$855K +$55.8K +4,931 +7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$834K +$56.4K +4,988 +7%
CS
17
Credit Suisse
Switzerland
$763K +$151K +13,390 +24%
Marshall Wace
18
Marshall Wace
United Kingdom
$737K -$286K -25,294 -28%
Morgan Stanley
19
Morgan Stanley
New York
$476K +$15.3K +1,352 +3%
BWA
20
BDO Wealth Advisors
Florida
$467K -$91.5K -8,093 -16%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$416K -$22.7K -2,008 -5%
State Street
22
State Street
Massachusetts
$396K -$124K -11,000 -24%
Citigroup
23
Citigroup
New York
$387K +$265K +23,427 +207%
JP Morgan Chase
24
JP Morgan Chase
New York
$375K -$101K -8,909 -21%
Osaic Holdings
25
Osaic Holdings
Arizona
$317K +$133K +11,748 +70%

EARN Hedge Fund Activity: Q3 2021 in Review

57 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q3 2021, worth a combined $51.9M — down 11% from $58.5M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EARN and 10 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 16 added.

The largest buyer was HBK Investments, opening a new position worth an estimated $3.19M. The largest seller was Fidelity Investments, cutting an estimated $4.15M.

  • 57 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q3 2021, down from 64 in Q2 2021.
  • Funds reported $51.9M of Ellington Residential Mortgage REIT stock for Q3 2021, down 11% quarter-over-quarter.
  • 10 funds opened new Ellington Residential Mortgage REIT positions in Q3 2021 and 16 closed out, a net change of -6 holders.
  • The largest Ellington Residential Mortgage REIT buyer in Q3 2021 was HBK Investments, an estimated $3.19M added.
  • The largest Ellington Residential Mortgage REIT seller in Q3 2021 was Fidelity Investments, an estimated $4.15M sold.

Based on aggregated 13F filings for Q3 2021.