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MFA

MFA Financial

216 hedge funds and large institutions have $1.09B invested in MFA Financial in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $605M → $1.09B (+$489M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

2.87% more ownership

Funds ownership: 12.67%15.54% (+2.9%)

2% more funds holding

Funds holding: 211216 (+5)

0% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 70

76% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $43.6M

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
70
Reduced
70
Closed
26
Calls
$10.5M
Puts
$43.6M
Net Calls
-$33.1M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$175M +$9.94M +737,509 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M +$1.67M +123,676 +1%
SCGM
3
Starwood Capital Group Management
Florida
$166M +$143M +10,638,545 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$79.3M +$16.7M +1,241,314 +32%
State Street
5
State Street
Massachusetts
$51.3M -$1.52M -112,664 -3%
AMH
6
Apollo Management Holdings
New York
$48M +$32.7M +2,429,010 +370%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$31M +$686K +50,888 +3%
CS
8
Credit Suisse
Switzerland
$26.2M +$3.57M +264,566 +19%
Northern Trust
9
Northern Trust
Illinois
$24.9M -$1.85M -137,513 -8%
Norges Bank
10
Norges Bank
Norway
$23.3M
Charles Schwab
11
Charles Schwab
California
$19.2M +$795K +58,938 +5%
LSV Asset Management
12
LSV Asset Management
Illinois
$17.5M -$545K -40,450 -3%
Morgan Stanley
13
Morgan Stanley
New York
$16.3M +$5.38M +399,029 +62%
Millennium Management
14
Millennium Management
New York
$13.3M -$2.86M -212,403 -20%
AC
15
Almitas Capital
California
$12.7M +$2.83M +209,816 +35%
VanEck Associates
16
VanEck Associates
New York
$11M +$2.17M +161,160 +30%
Renaissance Technologies
17
Renaissance Technologies
New York
$9.89M +$8.57M +635,325 New
N
18
Nuveen
North Carolina
$8.3M -$6.2K -460 -0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.14M +$39.3K +2,918 +0.6%
CC
20
Centiva Capital
New York
$7.94M +$6.88M +510,541 New
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$7.5M +$6.11M +453,180 +1,570%
WJWM
22
Williams Jones Wealth Management
New York
$7.27M +$3.06M +226,824 +94%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$6.65M +$3.33M +246,761 +137%
Citadel Advisors
24
Citadel Advisors
Florida
$6.13M +$3.59M +266,395 +209%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$6.07M +$1.65M +122,375 +46%

MFA Hedge Fund Activity: Q4 2020 in Review

216 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MFA Financial (MFA) for Q4 2020, worth a combined $1.09B — up 81% from $605M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MFA positions and 26 closed out — a net gain of 5 holders — while 70 added to existing stakes and 70 trimmed.

The largest buyer was Apollo Management Holdings, adding an estimated $32.7M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $66.3M sold.

  • 216 institutional investors held MFA Financial (MFA) as of Q4 2020, up from 211 in Q3 2020.
  • Funds reported $1.09B of MFA Financial stock for Q4 2020, up 81% quarter-over-quarter.
  • 31 funds opened new MFA Financial positions in Q4 2020 and 26 closed out, a net change of +5 holders.
  • The largest MFA Financial buyer in Q4 2020 was Apollo Management Holdings, an estimated $32.7M added.
  • The largest MFA Financial seller in Q4 2020 was Thornburg Investment Management, an estimated $66.3M sold.

Based on aggregated 13F filings for Q4 2020.