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MITT

TPG Mortgage Investment Trust

109 hedge funds and large institutions have $282M invested in TPG Mortgage Investment Trust in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

16% more capital invested

Capital invested by funds: $242M → $282M (+$39.7M)

5% more funds holding

Funds holding: 104109 (+5)

0.74% more ownership

Funds ownership: 18.18%18.92% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

66% less call options, than puts

Call options by funds: $1.96M | Put options by funds: $5.7M

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
30
Reduced
38
Closed
16
Calls
$1.96M
Puts
$5.7M
Net Calls
-$3.73M
Net Calls Change
-$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$27.8M +$1.92M +37,310 +8%
BFA
2
BlackRock Fund Advisors
California
$23.3M +$1.58M +30,768 +7%
1IC
3
1919 Investment Counsel
Maryland
$19.2M -$702K -13,658 -4%
BIT
4
BlackRock Institutional Trust
California
$16.9M +$756K +14,707 +5%
SCM
5
Sterling Capital Management
North Carolina
$16.4M -$120K -2,333 -0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$11M
State Street
7
State Street
Massachusetts
$9.15M -$556K -10,819 -6%
Deutsche Bank
8
Deutsche Bank
Germany
$8.98M +$954K +18,552 +12%
Renaissance Technologies
9
Renaissance Technologies
New York
$8.23M +$1.04M +20,213 +15%
LSV Asset Management
10
LSV Asset Management
Illinois
$8.06M +$4.01M +77,977 +103%
Ameriprise
11
Ameriprise
Minnesota
$7.81M -$955K -18,559 -11%
Citigroup
12
Citigroup
New York
$7.18M -$3.94M -76,589 -36%
AGC
13
Angelo Gordon & Co
New York
$7M
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$6.93M +$1.83M +35,567 +37%
Northern Trust
15
Northern Trust
Illinois
$6.32M -$451K -8,773 -7%
Millennium Management
16
Millennium Management
New York
$5.89M +$3.12M +60,572 +117%
MP
17
Mangrove Partners
Connecticut
$5.86M +$2.3M +44,734 +67%
GC
18
Guggenheim Capital
Illinois
$5.81M -$256K -4,981 -4%
YMRC
19
Yorktown Management & Research Company
Virginia
$4.9M
GE
20
General Electric
Ohio
$4.38M
CHA
21
Cedar Hill Associates
Illinois
$3.67M +$301K +5,850 +9%
CLG
22
Cooperman Leon G
$3.5M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.1M +$644K +12,522 +27%
Invesco
24
Invesco
Georgia
$2.75M +$914K +17,764 +51%
IAM
25
ICM Asset Management
Washington
$2.69M -$815K -15,842 -24%

MITT Hedge Fund Activity: Q1 2014 in Review

109 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in TPG Mortgage Investment Trust (MITT) for Q1 2014, worth a combined $282M — up 16% from $242M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MITT positions and 16 closed out — a net gain of 5 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $4.01M. The largest seller was Citigroup, cutting an estimated $3.94M.

  • 109 institutional investors held TPG Mortgage Investment Trust (MITT) as of Q1 2014, up from 104 in Q4 2013.
  • Funds reported $282M of TPG Mortgage Investment Trust stock for Q1 2014, up 16% quarter-over-quarter.
  • 21 funds opened new TPG Mortgage Investment Trust positions in Q1 2014 and 16 closed out, a net change of +5 holders.
  • The largest TPG Mortgage Investment Trust buyer in Q1 2014 was LSV Asset Management, an estimated $4.01M added.
  • The largest TPG Mortgage Investment Trust seller in Q1 2014 was Citigroup, an estimated $3.94M sold.

Based on aggregated 13F filings for Q1 2014.