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EARN

Ellington Residential Mortgage REIT

38 hedge funds and large institutions have $19.8M invested in Ellington Residential Mortgage REIT in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more call options, than puts

Call options by funds: $324K | Put options by funds: $18K

3% more capital invested

Capital invested by funds: $19.3M → $19.8M (+$570K)

1.76% less ownership

Funds ownership: 23.86%22.1% (-1.8%)

12% less funds holding

Funds holding: 4338 (-5)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
16
Closed
8
Calls
$324K
Puts
$18K
Net Calls
+$306K
Net Calls Change
+$262K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.59M +$677K +98,650 +14%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.97M -$261K -38,000 -8%
BlackRock
3
BlackRock
New York
$1.55M +$12.4K +1,803 +0.8%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.07M +$34.5K +5,019 +3%
EH
5
EMG Holdings
Connecticut
$1.02M
Tudor Investment Corp
6
Tudor Investment Corp
Connecticut
$983K -$77.6K -11,307 -7%
AC
7
Almitas Capital
California
$892K -$748K -108,915 -46%
GCM
8
Gables Capital Management
Florida
$683K -$88.6K -12,900 -11%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$542K -$92.1K -13,412 -14%
WAM
10
Wolverine Asset Management
Illinois
$515K +$143K +20,791 +38%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$466K -$106K -15,400 -18%
State Street
12
State Street
Massachusetts
$397K +$19.9K +2,900 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$330K +$16.2K +2,360 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$316K -$40.5K -5,892 -11%
CC
15
Claybrook Capital
Massachusetts
$276K -$496K -72,175 -64%
Invesco
16
Invesco
Georgia
$274K -$1.4K -204 -0.5%
Citadel Advisors
17
Citadel Advisors
Florida
$267K +$163K +23,801 +157%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$227K +$69.4K +10,110 +44%
Northern Trust
19
Northern Trust
Illinois
$221K -$632 -92 -0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$202K -$137K -19,947 -40%
BWA
21
BDO Wealth Advisors
Florida
$194K -$17.1K -2,490 -8%
Morgan Stanley
22
Morgan Stanley
New York
$163K -$29.5K -4,300 -15%
Truist Financial
23
Truist Financial
North Carolina
$98.8K -$22.8K -3,314 -19%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$92K
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$82.3K +$82.4K +12,000 New

EARN Hedge Fund Activity: Q4 2022 in Review

38 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q4 2022, worth a combined $19.8M — up 3% from $19.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EARN and 3 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 12 added.

The largest buyer was Vanguard Group, adding an estimated $677K. The largest seller was Almitas Capital, cutting an estimated $748K.

  • 38 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q4 2022, down from 43 in Q3 2022.
  • Funds reported $19.8M of Ellington Residential Mortgage REIT stock for Q4 2022, up 3% quarter-over-quarter.
  • 3 funds opened new Ellington Residential Mortgage REIT positions in Q4 2022 and 8 closed out, a net change of -5 holders.
  • The largest Ellington Residential Mortgage REIT buyer in Q4 2022 was Vanguard Group, an estimated $677K added.
  • The largest Ellington Residential Mortgage REIT seller in Q4 2022 was Almitas Capital, an estimated $748K sold.

Based on aggregated 13F filings for Q4 2022.