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MFA

MFA Financial
MFA

176 hedge funds and large institutions have $699M invested in MFA Financial in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

23% more capital invested

Capital invested by funds: $570M → $699M (+$129M)

4% more funds holding

Funds holding: 170 → 176 (+6)

2.7% more ownership

Funds ownership: 58.11% → 60.82% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

25% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 67

46% less call options, than puts

Call options by funds: $19.6M | Put options by funds: $36.1M

Holders
176
Holders Change
+6
Holders Change %
+3.53%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
50
Reduced
67
Closed
23
Calls
$19.6M
Puts
$36.1M
Net Calls
-$16.6M
Net Calls Change
-$5.44M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.7M
2
BlackRock
BlackRock
New York
+$8.34M
3
Prudential Financial
Prudential Financial
New Jersey
+$7.53M
4
Morgan Stanley
Morgan Stanley
New York
+$7.12M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
EH
EMG Holdings
Connecticut
-$12.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$8.73M
4
Millennium Management
Millennium Management
New York
-$5.08M
5
Goldman Sachs
Goldman Sachs
New York
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
151
Versant Capital Management
Arizona
$3.4K +$829 +82 +37%
NA
152
NewEdge Advisors
Louisiana
$3.35K – – –
TCWA
153
Turtle Creek Wealth Advisors
Texas
$3.23K +$2.9K +287 New
AP
154
Aspect Partners
Virginia
$2.82K +$2.53K +250 New
BWM
155
Baystate Wealth Management
Massachusetts
$2.82K +$2.53K +250 New
GI
156
GAMMA Investing
California
$2.36K +$2.15K +213 New
AA
157
Addison Advisors
Vermont
$2.36K – – –
RTL
158
Red Tortoise LLC
Georgia
$2.28K – – –
EC
159
EntryPoint Capital
New York
$2.12K +$1.9K +188 New
HCM
160
Highlander Capital Management
New Jersey
$1.65K – – –
IRAG
161
Investment Research & Advisory Group
Georgia
$1.33K -$3.54K -350 -75%
AIC
162
Archer Investment Corporation
Indiana
$1.32K +$40 +4 +4%
PO
163
Private Ocean
California
$879 +$788 +78 New
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$842 – – –
CAM
165
ClariVest Asset Management
California
$823 +$738 +73 New
AWM
166
Abound Wealth Management
Tennessee
$446 +$20 +2 +5%
PWMG
167
Private Wealth Management Group
New Jersey
$440 +$394 +39 New
FFA
168
Farther Finance Advisors
California
$338 -$202 -20 -40%
S
169
SignatureFD
Georgia
$338 – – –
IPW
170
Impact Partnership Wealth
Georgia
$270 +$243 +24 New
IRC
171
Investors Research Corp
Georgia
$259 – – –
First Manhattan
172
First Manhattan
New York
$169 – – –
Kayne Anderson Rudnick Investment Management
173
Kayne Anderson Rudnick Investment Management
California
$147 – – –
DFA
174
DHJJ Financial Advisors
Illinois
$57 – – –
EWA
175
EverSource Wealth Advisors
Alabama
$56 -$2.23K -221 -98%
4 5 6
7
8

MFA Hedge Fund Activity: Q4 2023 in Review

176 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MFA Financial (MFA) for Q4 2023, worth a combined $699M — up 23% from $570M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MFA positions and 23 closed out — a net gain of 7 holders — while 50 added to existing stakes and 67 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $54.7M. The largest seller was EMG Holdings, cutting an estimated $12.8M.

  • 176 institutional investors held MFA Financial (MFA) as of Q4 2023, up from 170 in Q3 2023.
  • Funds reported $699M of MFA Financial stock for Q4 2023, up 23% quarter-over-quarter.
  • 30 funds opened new MFA Financial positions in Q4 2023 and 23 closed out, a net change of +7 holders.
  • The largest MFA Financial buyer in Q4 2023 was Wellington Management Group, an estimated $54.7M added.
  • The largest MFA Financial seller in Q4 2023 was EMG Holdings, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2023.