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MITT

TPG Mortgage Investment Trust

76 hedge funds and large institutions have $45M invested in TPG Mortgage Investment Trust in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,287% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $190K

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

158% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 12

74% more capital invested

Capital invested by funds: $25.9M → $45M (+$19.1M)

31% more funds holding

Funds holding: 5876 (+18)

1.13% more ownership

Funds ownership: 23.08%24.2% (+1.1%)

Holders
76
Holders Change
+18
Holders Change %
+31.03%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
31
Reduced
12
Closed
5
Calls
$4.54M
Puts
$190K
Net Calls
+$4.34M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
51
Naviter Wealth
Arkansas
$83.1K +$70.3K +12,947 New
VF
52
Virtu Financial
New York
$75K +$2.71K +499 +4%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$72.9K -$85.9K -15,820 -58%
IFG
54
Independent Financial Group
California
$70.8K +$60.6K +11,152 New
Corient Private Wealth
55
Corient Private Wealth
Florida
$67.4K -$8.21K -1,512 -12%
UBS Group
56
UBS Group
Switzerland
$67.2K +$19.5K +3,585 +51%
TSS
57
Two Sigma Securities
New York
$65.2K +$55.8K +10,268 New
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$63.9K +$14.8K +2,718 +37%
MRWM
59
ML&R Wealth Management
Texas
$63.5K
Simplex Trading
60
Simplex Trading
Illinois
$40K -$118K -21,703 -77%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$30.9K
Group One Trading
62
Group One Trading
Illinois
$22.4K -$14.2K -2,623 -43%
TRCT
63
Tower Research Capital (TRC)
New York
$13.3K -$1.3K -240 -10%
US Bancorp
64
US Bancorp
Minnesota
$9.68K
ECM
65
EMC Capital Management
Texas
$9K +$7.5K +1,381 New
Wells Fargo
66
Wells Fargo
California
$6.52K +$500 +92 +10%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.08K +$5.2K +958 New
GCM
68
Gables Capital Management
Florida
$5.39K
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$4.46K +$1.65K +304 +76%
GRP
70
Global Retirement Partners
California
$4.2K
CPG
71
Cornerstone Planning Group
New Jersey
$3.26K +$136 +25 +5%
GWM
72
Geneos Wealth Management
Colorado
$2.32K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$1.26K -$3.44K -633 -76%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$845 +$722 +133 New
PCWA
75
Pacific Capital Wealth Advisors
California
$635 +$543 +100 New

MITT Hedge Fund Activity: Q4 2023 in Review

76 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TPG Mortgage Investment Trust (MITT) for Q4 2023, worth a combined $45M — up 74% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MITT positions and 5 closed out — a net gain of 18 holders — while 31 added to existing stakes and 12 trimmed.

The largest buyer was Northern Right Capital Management, opening a new position worth an estimated $3.18M. The largest seller was Susquehanna International Group, cutting an estimated $1.6M.

  • 76 institutional investors held TPG Mortgage Investment Trust (MITT) as of Q4 2023, up from 58 in Q3 2023.
  • Funds reported $45M of TPG Mortgage Investment Trust stock for Q4 2023, up 74% quarter-over-quarter.
  • 23 funds opened new TPG Mortgage Investment Trust positions in Q4 2023 and 5 closed out, a net change of +18 holders.
  • The largest TPG Mortgage Investment Trust buyer in Q4 2023 was Northern Right Capital Management, an estimated $3.18M added.
  • The largest TPG Mortgage Investment Trust seller in Q4 2023 was Susquehanna International Group, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2023.