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MITT

TPG Mortgage Investment Trust

121 hedge funds and large institutions have $295M invested in TPG Mortgage Investment Trust in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

10% more call options, than puts

Call options by funds: $5.63M | Put options by funds: $5.13M

0.15% more ownership

Funds ownership: 19.32%19.47% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 124121 (-3)

5% less capital invested

Capital invested by funds: $311M → $295M (-$16.2M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
44
Reduced
39
Closed
13
Calls
$5.63M
Puts
$5.13M
Net Calls
+$505K
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
IAM
26
ICM Asset Management
Washington
$2.64M -$77.7K -1,365 -3%
Deutsche Bank
27
Deutsche Bank
Germany
$2.55M +$11.7K +205 +0.4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.46M -$58.7K -1,032 -2%
CAM
29
ClariVest Asset Management
California
$2.38M +$436K +7,658 +21%
Wells Fargo
30
Wells Fargo
California
$2.23M +$1.16M +20,391 +96%
OC
31
Oppenheimer & Co
New York
$2.22M -$224K -3,942 -9%
TCIM
32
TIAA CREF Investment Management
New York
$2.2M -$80.1K -1,407 -3%
SFM
33
Systematic Financial Management
New Jersey
$2.1M +$2.24M +39,335 New
RFC
34
Russell Frank Company
Washington
$1.81M -$398K -7,000 -17%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.8M +$863K +15,166 +82%
Renaissance Technologies
36
Renaissance Technologies
New York
$1.79M -$1.4M -24,571 -42%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$1.78M -$201K -3,533 -10%
Charles Schwab
38
Charles Schwab
California
$1.78M +$240K +4,212 +14%
BIM
39
BlackRock Investment Management
Delaware
$1.74M +$26.6K +467 +1%
MAM
40
Martingale Asset Management
Massachusetts
$1.74M +$3.53K +62 +0.2%
Bank of America
41
Bank of America
North Carolina
$1.65M -$506K -8,881 -22%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$1.63M +$597K +10,493 +52%
NFA
43
Nationwide Fund Advisors
Ohio
$1.56M +$1.24M +21,800 +292%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$1.56M +$1.21M +21,310 +272%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.35M +$118K +2,066 +9%
PPA
46
Parametric Portfolio Associates
Washington
$1.24M +$960K +16,872 +270%
Allianz Asset Management
47
Allianz Asset Management
Germany
$1.17M +$900K +15,811 +260%
MAA
48
Managed Account Advisors
New Jersey
$1.1M +$287K +5,042 +32%
NCCM
49
Nine Chapters Capital Management
New Jersey
$1.08M -$567K -9,967 -33%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.08M +$252K +4,434 +28%

MITT Hedge Fund Activity: Q3 2014 in Review

121 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in TPG Mortgage Investment Trust (MITT) for Q3 2014, worth a combined $295M — down 5.2% from $311M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MITT and 11 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 44 added.

The largest buyer was Putnam Investments, adding an estimated $5.57M. The largest seller was Mangrove Partners, exiting entirely with an estimated $5.52M sold.

  • 121 institutional investors held TPG Mortgage Investment Trust (MITT) as of Q3 2014, down from 124 in Q2 2014.
  • Funds reported $295M of TPG Mortgage Investment Trust stock for Q3 2014, down 5.2% quarter-over-quarter.
  • 11 funds opened new TPG Mortgage Investment Trust positions in Q3 2014 and 13 closed out, a net change of -2 holders.
  • The largest TPG Mortgage Investment Trust buyer in Q3 2014 was Putnam Investments, an estimated $5.57M added.
  • The largest TPG Mortgage Investment Trust seller in Q3 2014 was Mangrove Partners, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2014.