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MITT

TPG Mortgage Investment Trust
MITT

120 hedge funds and large institutions have $369M invested in TPG Mortgage Investment Trust in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 28

25% more capital invested

Capital invested by funds: $295M → $369M (+$73.6M)

1.19% more ownership

Funds ownership: 21.47% → 22.66% (+1.2%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 122 → 120 (-2)

74% less call options, than puts

Call options by funds: $543K | Put options by funds: $2.06M

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
49
Reduced
28
Closed
21
Calls
$543K
Puts
$2.06M
Net Calls
-$1.51M
Net Calls Change
-$1.51M

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.29M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$7.12M
3
Goldman Sachs
Goldman Sachs
New York
+$7M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$4.23M
5
Morgan Stanley
Morgan Stanley
New York
+$3.92M

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.63M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$2.25M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.34M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.33M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$87K – – –
PAM
102
Panagora Asset Management
Massachusetts
$87K +$90.2K +1,724 New
PI
103
PEAK6 Investments
Illinois
$65K -$9.58K -183 -13%
AG
104
Advisor Group
Arizona
$48K +$12.2K +233 +32%
AIP
105
Ameritas Investment Partners
Nebraska
$40K – – –
CCA
106
Catalyst Capital Advisors
New York
$30K +$31.4K +600 New
ASN
107
Advisory Services Network
Georgia
$28K +$785 +15 +3%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$27K -$19.8K -379 -42%
US Bancorp
109
US Bancorp
Minnesota
$15K – – –
Federated Hermes
110
Federated Hermes
Pennsylvania
$12K +$1.78K +34 +17%
KPW
111
Kore Private Wealth
New York
$7K – – –
DA
112
Denali Advisors
California
$6K -$733 -14 -11%
QCIG
113
Quad-Cities Investment Group
Iowa
$5K – – –
PCP
114
Proficio Capital Partners
Massachusetts
$5K +$4.55K +87 +435%
QI
115
QS Investors
New York
$4K -$785 -15 -19%
CAC
116
Certified Advisory Corp
Florida
$2K – – –
LC
117
Lindbrook Capital
California
$2K – – –
PCG
118
Private Capital Group
Connecticut
$2K – – –
TWA
119
TCI Wealth Advisors
Arizona
$2K – – –
Arrowstreet Capital
120
Arrowstreet Capital
Massachusetts
– -$1.33M -27,857 Closed
Los Angeles Capital Management
121
Los Angeles Capital Management
California
– -$799K -16,715 Closed
Ameriprise
122
Ameriprise
Minnesota
– -$679K -14,176 Closed
MWNA
123
Marshall Wace North America
New York
– -$543K -11,363 Closed
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
– -$383K -8,023 Closed
HF
125
HRT Financial
New York
– -$298K -6,241 Closed
2 3 4
5
6

MITT Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in TPG Mortgage Investment Trust (MITT) for Q1 2019, worth a combined $369M — up 25% from $295M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MITT and 19 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 49 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $9.29M. The largest seller was Wolverine Asset Management, cutting an estimated $2.63M.

  • 120 institutional investors held TPG Mortgage Investment Trust (MITT) as of Q1 2019, down from 122 in Q4 2018.
  • Funds reported $369M of TPG Mortgage Investment Trust stock for Q1 2019, up 25% quarter-over-quarter.
  • 19 funds opened new TPG Mortgage Investment Trust positions in Q1 2019 and 21 closed out, a net change of -2 holders.
  • The largest TPG Mortgage Investment Trust buyer in Q1 2019 was Mirae Asset Global Investments, an estimated $9.29M added.
  • The largest TPG Mortgage Investment Trust seller in Q1 2019 was Wolverine Asset Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q1 2019.