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EARN

Ellington Residential Mortgage REIT

43 hedge funds and large institutions have $20.4M invested in Ellington Residential Mortgage REIT in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,275% more call options, than puts

Call options by funds: $175K | Put options by funds: $4K

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

1.51% more ownership

Funds ownership: 20.19%21.7% (+1.5%)

1% more capital invested

Capital invested by funds: $20.1M → $20.4M (+$226K)

0% more funds holding

Funds holding: 4343 (0)

Holders
43
Holders Change
Holders Change %
0%
% 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
19
Reduced
10
Closed
2
Calls
$175K
Puts
$4K
Net Calls
+$171K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67M +$458K +67,174 +13%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.81M +$90K +13,200 +3%
Two Sigma Investments
3
Two Sigma Investments
New York
$1.51M +$808K +118,498 +95%
BlackRock
4
BlackRock
New York
$1.36M -$86.2K -12,656 -5%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.31M +$616K +90,400 +75%
Ameriprise
6
Ameriprise
Minnesota
$1.1M +$158K +23,219 +15%
EH
7
EMG Holdings
Connecticut
$926K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$921K +$44.9K +6,583 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$881K +$628K +92,224 +186%
Tudor Investment Corp
10
Tudor Investment Corp
Connecticut
$593K -$43.2K -6,344 -6%
GCM
11
Gables Capital Management
Florida
$539K -$34.1K -5,000 -5%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$491K
WAM
13
Wolverine Asset Management
Illinois
$472K +$223K +32,795 +76%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$439K +$28.8K +4,224 +6%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$392K +$431K +63,287 New
State Street
16
State Street
Massachusetts
$356K +$48.7K +7,147 +14%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$277K
GCP
18
GSA Capital Partners
United Kingdom
$253K +$156K +22,926 +129%
CC
19
Claybrook Capital
Massachusetts
$250K
Invesco
20
Invesco
Georgia
$247K +$2.29K +336 +0.9%
Northern Trust
21
Northern Trust
Illinois
$232K -$784 -115 -0.3%
AC
22
Almitas Capital
California
$194K -$76K -11,151 -26%
QC
23
Quadrature Capital
United Kingdom
$184K +$201K +29,506 New
Citadel Advisors
24
Citadel Advisors
Florida
$119K +$37.3K +5,474 +40%
Morgan Stanley
25
Morgan Stanley
New York
$112K -$34.1K -4,998 -22%

EARN Hedge Fund Activity: Q3 2023 in Review

43 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q3 2023, worth a combined $20.4M — up 1.1% from $20.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EARN positions and 2 closed out — a net gain of 1 holder — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $808K. The largest seller was BlackRock, cutting an estimated $86.2K.

  • 43 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $20.4M of Ellington Residential Mortgage REIT stock for Q3 2023, up 1.1% quarter-over-quarter.
  • 3 funds opened new Ellington Residential Mortgage REIT positions in Q3 2023 and 2 closed out, a net change of +1 holder.
  • The largest Ellington Residential Mortgage REIT buyer in Q3 2023 was Two Sigma Investments, an estimated $808K added.
  • The largest Ellington Residential Mortgage REIT seller in Q3 2023 was BlackRock, an estimated $86.2K sold.

Based on aggregated 13F filings for Q3 2023.