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MFA

MFA Financial

230 hedge funds and large institutions have $2.35B invested in MFA Financial in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 77

10% more capital invested

Capital invested by funds: $2.15B → $2.35B (+$206M)

0.04% less ownership

Funds ownership: 20.76%20.72% (-0.04%)

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

2% less funds holding

Funds holding: 234230 (-4)

14% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.19M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
230
Holders Change
-4
Holders Change %
-1.71%
% of All Funds
6.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
29
Increased
91
Reduced
77
Closed
31
Calls
$1.02M
Puts
$1.19M
Net Calls
-$167K
Net Calls Change
+$222K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$214M +$21.2M +705,875 +11%
TIM
2
Thornburg Investment Management
New Mexico
$211M
Morgan Stanley
3
Morgan Stanley
New York
$180M -$1.84M -61,091 -1%
Jennison Associates
4
Jennison Associates
New York
$178M +$10.7M +355,228 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$156M +$4.4M +146,166 +3%
BFA
6
BlackRock Fund Advisors
California
$94.8M +$11.2M +373,436 +14%
BIT
7
BlackRock Institutional Trust
California
$73.1M -$910K -30,254 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$65.4M +$12.2M +405,036 +24%
WCM
9
Wedge Capital Management
North Carolina
$64.8M +$14.6M +486,097 +30%
Goldman Sachs
10
Goldman Sachs
New York
$58.2M -$78.7M -2,615,900 -58%
PI
11
Putnam Investments
Massachusetts
$53.1M -$801K -26,611 -2%
U
12
UBS
Switzerland
$49M +$34M +1,128,873 +251%
State Street
13
State Street
Massachusetts
$46.5M +$3.31M +110,075 +8%
Wells Fargo
14
Wells Fargo
California
$43.2M -$8.19M -272,225 -16%
CA
15
Commerzbank Aktiengesellschaft
Germany
$39M -$11.6M -384,886 -23%
LSV Asset Management
16
LSV Asset Management
Illinois
$36.1M -$798K -26,525 -2%
Boston Partners
17
Boston Partners
Massachusetts
$31.6M +$344K +11,433 +1%
Citadel Advisors
18
Citadel Advisors
Florida
$26.5M +$5.34M +177,462 +26%
TSW
19
Thompson Siegel & Walmsley
Virginia
$26.2M -$8.09M -268,951 -24%
Northern Trust
20
Northern Trust
Illinois
$26M +$4.38M +145,690 +21%
CCP
21
Clough Capital Partners
Massachusetts
$24.7M +$24M +796,938 New
LI
22
LMCG Investments
Massachusetts
$23.5M -$2.04M -67,697 -8%
N
23
Nuveen
North Carolina
$23.4M -$4.15M -137,886 -15%
Norges Bank
24
Norges Bank
Norway
$22.8M
Geode Capital Management
25
Geode Capital Management
Massachusetts
$21M +$3.17M +105,220 +18%

MFA Hedge Fund Activity: Q1 2014 in Review

230 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in MFA Financial (MFA) for Q1 2014, worth a combined $2.35B — up 9.6% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MFA and 29 opened new positions — a net loss of 2 holders — while 77 trimmed existing stakes and 91 added.

The largest buyer was UBS, adding an estimated $34M. The largest seller was Goldman Sachs, cutting an estimated $78.7M.

  • 230 institutional investors held MFA Financial (MFA) as of Q1 2014, down from 234 in Q4 2013.
  • Funds reported $2.35B of MFA Financial stock for Q1 2014, up 9.6% quarter-over-quarter.
  • 29 funds opened new MFA Financial positions in Q1 2014 and 31 closed out, a net change of -2 holders.
  • The largest MFA Financial buyer in Q1 2014 was UBS, an estimated $34M added.
  • The largest MFA Financial seller in Q1 2014 was Goldman Sachs, an estimated $78.7M sold.

Based on aggregated 13F filings for Q1 2014.