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MFA

MFA Financial

173 hedge funds and large institutions have $672M invested in MFA Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $574M → $672M (+$98.9M)

1.97% more ownership

Funds ownership: 56.69%58.65% (+2%)

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% more funds holding

Funds holding: 172173 (+1)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

39% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $35.8M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
52
Reduced
60
Closed
27
Calls
$21.7M
Puts
$35.8M
Net Calls
-$14.1M
Net Calls Change
+$9.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$110M -$1.21M -113,804 -1%
BlackRock
2
BlackRock
New York
$95.1M -$5.59M -525,780 -6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$48.8M -$7.27M -682,928 -14%
JP Morgan Chase
4
JP Morgan Chase
New York
$31.1M +$24.7M +2,317,075 +511%
VNIM
5
Vaughan Nelson Investment Management
Texas
$26M +$24.6M +2,314,877 New
State Street
6
State Street
Massachusetts
$25.9M -$1.36M -127,466 -5%
Millennium Management
7
Millennium Management
New York
$24M +$14.7M +1,379,698 +184%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$21.6M -$771K -72,421 -4%
EH
9
EMG Holdings
Connecticut
$19.8M -$3.67M -344,935 -16%
Charles Schwab
10
Charles Schwab
California
$17.4M +$420K +39,491 +3%
Renaissance Technologies
11
Renaissance Technologies
New York
$16M -$676K -63,500 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$15.2M -$3.24M -304,419 -18%
Goldman Sachs
13
Goldman Sachs
New York
$13.7M -$3.55M -333,598 -21%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$12.8M -$1.78M -167,002 -13%
Invesco
15
Invesco
Georgia
$12.7M -$2.03M -191,223 -15%
N
16
Nuveen
North Carolina
$10.8M +$6.39M +600,725 +167%
Northern Trust
17
Northern Trust
Illinois
$10.5M -$618K -58,104 -6%
Norges Bank
18
Norges Bank
Norway
$10M -$383K -35,971 -4%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$9.04M -$183K -17,202 -2%
VanEck Associates
20
VanEck Associates
New York
$7.21M +$2.29M +215,618 +51%
LSV Asset Management
21
LSV Asset Management
Illinois
$5.94M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.45M -$23.9K -2,243 -0.5%
WAM
23
Wolverine Asset Management
Illinois
$5.35M -$3.93M -369,766 -44%
AAM
24
Advisors Asset Management
Colorado
$5.27M -$57.1K -5,364 -1%
Morgan Stanley
25
Morgan Stanley
New York
$4.97M +$222K +20,857 +5%

MFA Hedge Fund Activity: Q2 2023 in Review

173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MFA Financial (MFA) for Q2 2023, worth a combined $672M — up 17% from $574M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MFA positions and 27 closed out — a net gain of 1 holder — while 52 added to existing stakes and 60 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $24.7M. The largest seller was Citadel Advisors, cutting an estimated $9.72M.

  • 173 institutional investors held MFA Financial (MFA) as of Q2 2023, up from 172 in Q1 2023.
  • Funds reported $672M of MFA Financial stock for Q2 2023, up 17% quarter-over-quarter.
  • 28 funds opened new MFA Financial positions in Q2 2023 and 27 closed out, a net change of +1 holder.
  • The largest MFA Financial buyer in Q2 2023 was JP Morgan Chase, an estimated $24.7M added.
  • The largest MFA Financial seller in Q2 2023 was Citadel Advisors, an estimated $9.72M sold.

Based on aggregated 13F filings for Q2 2023.