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EARN

Ellington Residential Mortgage REIT

54 hedge funds and large institutions have $37.4M invested in Ellington Residential Mortgage REIT in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 5754 (-3)

8.14% less ownership

Funds ownership: 35.98%27.83% (-8.1%)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

24% less call options, than puts

Call options by funds: $158K | Put options by funds: $207K

28% less capital invested

Capital invested by funds: $51.9M → $37.4M (-$14.5M)

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
18
Closed
14
Calls
$158K
Puts
$207K
Net Calls
-$49K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$6.53M
Renaissance Technologies
2
Renaissance Technologies
New York
$5.75M -$341K -29,800 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.5M -$660K -57,753 -10%
BlackRock
4
BlackRock
New York
$2.36M -$3.21M -280,850 -55%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.95M -$98.3K -8,600 -4%
Tudor Investment Corp
6
Tudor Investment Corp
Connecticut
$1.65M -$122K -10,664 -6%
EH
7
EMG Holdings
Connecticut
$1.55M +$487K +42,614 +40%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.2M -$1.17M -102,485 -47%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.18M -$129K -11,302 -9%
GCM
10
Gables Capital Management
Florida
$1.17M
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$964K +$156K +13,643 +17%
CC
12
Claybrook Capital
Massachusetts
$899K +$48.3K +4,225 +5%
Millennium Management
13
Millennium Management
New York
$529K -$641K -56,089 -52%
State Street
14
State Street
Massachusetts
$465K +$112K +9,800 +28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$444K +$62.2K +5,443 +15%
BWA
16
BDO Wealth Advisors
Florida
$412K -$25.4K -2,225 -5%
MIG
17
Mariner Investment Group
New York
$342K +$376K +32,921 New
Osaic Holdings
18
Osaic Holdings
Arizona
$321K +$28.6K +2,502 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$316K +$42.7K +3,740 +14%
Northern Trust
20
Northern Trust
Illinois
$286K -$1.85K -162 -0.6%
Truist Financial
21
Truist Financial
North Carolina
$269K +$295K +25,846 New
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$250K
PCM
23
Penserra Capital Management
California
$205K +$142K +12,419 +168%
Invesco
24
Invesco
Georgia
$200K -$14.3K -1,250 -6%
Morgan Stanley
25
Morgan Stanley
New York
$199K -$268K -23,477 -55%

EARN Hedge Fund Activity: Q4 2021 in Review

54 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q4 2021, worth a combined $37.4M — down 28% from $51.9M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EARN and 11 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was EMG Holdings, adding an estimated $487K. The largest seller was BlackRock, cutting an estimated $3.21M.

  • 54 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q4 2021, down from 57 in Q3 2021.
  • Funds reported $37.4M of Ellington Residential Mortgage REIT stock for Q4 2021, down 28% quarter-over-quarter.
  • 11 funds opened new Ellington Residential Mortgage REIT positions in Q4 2021 and 14 closed out, a net change of -3 holders.
  • The largest Ellington Residential Mortgage REIT buyer in Q4 2021 was EMG Holdings, an estimated $487K added.
  • The largest Ellington Residential Mortgage REIT seller in Q4 2021 was BlackRock, an estimated $3.21M sold.

Based on aggregated 13F filings for Q4 2021.