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EARN

Ellington Residential Mortgage REIT

43 hedge funds and large institutions have $20.1M invested in Ellington Residential Mortgage REIT in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

810% more call options, than puts

Call options by funds: $182K | Put options by funds: $20K

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 4243 (+1)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

2.8% less ownership

Funds ownership: 22.99%20.19% (-2.8%)

8% less capital invested

Capital invested by funds: $22M → $20.1M (-$1.85M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
13
Closed
2
Calls
$182K
Puts
$20K
Net Calls
+$162K
Net Calls Change
-$95K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.78M -$2.01M -282,838 -35%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.17M +$38.4K +5,400 +1%
BlackRock
3
BlackRock
New York
$1.67M +$48.5K +6,826 +3%
Ameriprise
4
Ameriprise
Minnesota
$1.11M +$357K +50,240 +48%
EH
5
EMG Holdings
Connecticut
$1.07M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.02M -$106K -14,864 -9%
Two Sigma Investments
7
Two Sigma Investments
New York
$900K +$309K +43,533 +54%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$875K +$8.53K +1,200 +1%
Tudor Investment Corp
9
Tudor Investment Corp
Connecticut
$734K -$56.2K -7,908 -7%
GCM
10
Gables Capital Management
Florida
$662K -$13.5K -1,900 -2%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$570K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$479K +$156K +22,000 +49%
State Street
13
State Street
Massachusetts
$360K -$55.4K -7,800 -14%
Osaic Holdings
14
Osaic Holdings
Arizona
$358K +$39.5K +5,553 +13%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$322K
WAM
16
Wolverine Asset Management
Illinois
$311K +$102K +14,401 +50%
AC
17
Almitas Capital
California
$308K -$374K -52,651 -55%
CC
18
Claybrook Capital
Massachusetts
$290K
Invesco
19
Invesco
Georgia
$284K -$1.41K -198 -0.5%
Northern Trust
20
Northern Trust
Illinois
$270K +$24.3K +3,412 +10%
Morgan Stanley
21
Morgan Stanley
New York
$166K -$12.3K -1,730 -7%
BWA
22
BDO Wealth Advisors
Florida
$140K -$11.3K -1,586 -8%
GCP
23
GSA Capital Partners
United Kingdom
$128K +$126K +17,782 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$116K -$60.7K -8,546 -35%
AACR
25
ACR Alpine Capital Research
Missouri
$107K

EARN Hedge Fund Activity: Q2 2023 in Review

43 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q2 2023, worth a combined $20.1M — down 8.4% from $22M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EARN positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $357K. The largest seller was Vanguard Group, cutting an estimated $2.01M.

  • 43 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q2 2023, up from 42 in Q1 2023.
  • Funds reported $20.1M of Ellington Residential Mortgage REIT stock for Q2 2023, down 8.4% quarter-over-quarter.
  • 3 funds opened new Ellington Residential Mortgage REIT positions in Q2 2023 and 2 closed out, a net change of +1 holder.
  • The largest Ellington Residential Mortgage REIT buyer in Q2 2023 was Ameriprise, an estimated $357K added.
  • The largest Ellington Residential Mortgage REIT seller in Q2 2023 was Vanguard Group, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2023.