MITT

AG Mortgage Investment Trust
MITT

Overview Fund Activity

122 hedge funds and large institutions have $309M invested in AG Mortgage Investment Trust in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
42
Reduced
41
Closed
9
Calls
$1.53M
Puts
$1.37M
Net Calls
+$166K
Net Calls Change
-$339K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$14.6M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$10.7M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$11.3M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$17.2M
5
AG
5
Aperio Group
California
$2.29M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.18M
2
SCM
2
Sterling Capital Management
North Carolina
$6.37M
3
Ameriprise
3
Ameriprise
Minnesota
$278K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.85M
5
SFM
5
Systematic Financial Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Group One Trading
101
Group One Trading
Illinois
$70K 3,791 +99 +3%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K 2,949 +972 +49%
BG
103
BlackRock Group
United Kingdom
$53K 2,878 – –
US Bancorp
104
US Bancorp
Minnesota
$41K 2,193 +399 +22%
Barclays
105
Barclays
United Kingdom
$29K 1,617 +622 +63%
Creative Planning
106
Creative Planning
Kansas
$26K 1,413 +151 +12%
PG
107
PEAK6 Group
Illinois
$25K 1,339 -45,340 -97%
Canada Life
108
Canada Life
Manitoba, Canada
$22K 1,200 – –
MSE
109
MUFG Securities EMEA
United Kingdom
$17K 895 -9,000 -91%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$16K 859 -153 -15%
BlackRock
111
BlackRock
New York
$16K 876 – –
TFO
112
Tarbox Family Office
California
$15K 831 +831 New
NPC
113
National Planning Corporation
California
$13.7K 714 +714 New
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$11K 600 – –
WTC
115
WhitTier Trust Company
Nevada
$9K 500 -17,767 -97%
ASN
116
Advisory Services Network
Georgia
$9K 480 +480 New
First Manhattan
117
First Manhattan
New York
$7K 415 – –
BRWA
118
B. Riley Wealth Advisors
Florida
$4.9K 24,596 +251 +1%
NC
119
NewSquare Capital
Pennsylvania
$2K 100 – –
EFSCE
120
Enterprise Financial Services Corp (EFSC)
Missouri
$2K 108 – –
MFS
121
MSI Financial Services
Massachusetts
$1K 75 – –
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$349 18,804 +504 +3%
SFM
123
Systematic Financial Management
New Jersey
– – -118,005 Closed
NCCM
124
Nine Chapters Capital Management
New Jersey
– – -60,900 Closed
SCA
125
Secor Capital Advisors
New York
– – -15,702 Closed
2 3 4
5
6