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MITT

TPG Mortgage Investment Trust

119 hedge funds and large institutions have $298M invested in TPG Mortgage Investment Trust in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

0.3% more ownership

Funds ownership: 19.94%20.25% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 121119 (-2)

7% less capital invested

Capital invested by funds: $320M → $298M (-$22M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

96% less call options, than puts

Call options by funds: $12K | Put options by funds: $279K

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
43
Reduced
38
Closed
12
Calls
$12K
Puts
$279K
Net Calls
-$267K
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
76
Municipal Employees' Retirement System of Michigan
Michigan
$375K
PAM
77
Panagora Asset Management
Massachusetts
$353K
CPP
78
Crow Point Partners
Massachusetts
$346K
ONB
79
Old National Bancorp
Indiana
$346K
BA
80
BlackRock Advisors
Delaware
$336K +$13.3K +236 +4%
DC
81
Deere & Company
Illinois
$314K +$341K +6,059 New
AIG
82
American International Group
New York
$305K -$3.94K -70 -1%
NPIT
83
National Penn Investors Trust
Pennsylvania
$259K
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$258K
IT
85
Independence Trust
Tennessee
$242K
Citadel Advisors
86
Citadel Advisors
Florida
$229K +$249K +4,412 New
UBS Group
87
UBS Group
Switzerland
$208K -$130K -2,305 -37%
Morgan Stanley
88
Morgan Stanley
New York
$193K +$16.4K +291 +8%
QI
89
Quotient Investors
New York
$180K +$3.77K +67 +2%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$178K
SO
91
STRS Ohio
Ohio
$164K
Citigroup
92
Citigroup
New York
$156K -$195K -3,455 -53%
BG
93
BlackRock Group
United Kingdom
$103K +$66.8K +1,186 +150%
Legal & General Group
94
Legal & General Group
United Kingdom
$72K
BRWM
95
B. Riley Wealth Management
Tennessee
$67K
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$48K +$52.6K +933 New
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$40.8K +$31.7K +563 +251%
US Bancorp
98
US Bancorp
Minnesota
$37K -$958 -17 -2%
FNBT
99
FineMark National Bank & Trust
Florida
$35K +$15K +267 +67%
SSG
100
Summit Securities Group
New York
$35K +$28.2K +500 +299%

MITT Hedge Fund Activity: Q2 2015 in Review

119 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in TPG Mortgage Investment Trust (MITT) for Q2 2015, worth a combined $298M — down 6.9% from $320M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MITT and 10 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 43 added.

The largest buyer was General Electric, opening a new position worth an estimated $4.69M. The largest seller was Sterling Capital Management, cutting an estimated $6.63M.

  • 119 institutional investors held TPG Mortgage Investment Trust (MITT) as of Q2 2015, down from 121 in Q1 2015.
  • Funds reported $298M of TPG Mortgage Investment Trust stock for Q2 2015, down 6.9% quarter-over-quarter.
  • 10 funds opened new TPG Mortgage Investment Trust positions in Q2 2015 and 12 closed out, a net change of -2 holders.
  • The largest TPG Mortgage Investment Trust buyer in Q2 2015 was General Electric, an estimated $4.69M added.
  • The largest TPG Mortgage Investment Trust seller in Q2 2015 was Sterling Capital Management, an estimated $6.63M sold.

Based on aggregated 13F filings for Q2 2015.