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MITT

TPG Mortgage Investment Trust

116 hedge funds and large institutions have $263M invested in TPG Mortgage Investment Trust in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

0.03% more ownership

Funds ownership: 20.25%20.28% (+0.03%)

3% less funds holding

Funds holding: 119116 (-3)

12% less capital invested

Capital invested by funds: $298M → $263M (-$34.9M)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

75% less call options, than puts

Call options by funds: $21K | Put options by funds: $83K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
40
Reduced
34
Closed
16
Calls
$21K
Puts
$83K
Net Calls
-$62K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$28M +$620K +12,046 +2%
BFA
2
BlackRock Fund Advisors
California
$18.9M -$627K -12,186 -3%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$17.8M +$4.68M +91,021 +31%
BIT
4
BlackRock Institutional Trust
California
$14.5M -$42.6K -827 -0.3%
LSV Asset Management
5
LSV Asset Management
Illinois
$14.3M +$1.09M +21,245 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$11.9M
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$10.7M +$385K +7,477 +3%
Stifel Financial
8
Stifel Financial
Missouri
$10.6M +$317K +6,163 +3%
State Street
9
State Street
Massachusetts
$9.31M -$129K -2,516 -1%
Prudential Financial
10
Prudential Financial
New Jersey
$9.25M -$1.57M -30,500 -13%
Millennium Management
11
Millennium Management
New York
$6.94M -$121K -2,360 -2%
AGC
12
Angelo Gordon & Co
New York
$6.09M
YMRC
13
Yorktown Management & Research Company
Virginia
$5.63M -$515K -10,000 -8%
GXMC
14
Global X Management Company
New York
$5.61M +$53.9K +1,048 +0.9%
Allianz Asset Management
15
Allianz Asset Management
Germany
$5.54M +$3.52M +68,406 +129%
Ameriprise
16
Ameriprise
Minnesota
$4.83M +$1.41M +27,328 +35%
OC
17
Oppenheimer & Co
New York
$4.63M +$811K +15,755 +18%
Northern Trust
18
Northern Trust
Illinois
$4.4M -$172K -3,343 -3%
RCAMU
19
Rothschild & Co Asset Management US
Connecticut
$3.83M -$69.8K -1,357 -2%
PI
20
Putnam Investments
Massachusetts
$3.82M +$9.26K +180 +0.2%
Bank of America
21
Bank of America
North Carolina
$3.81M +$2.16M +42,061 +102%
GE
22
General Electric
Ohio
$3.81M
CHA
23
Cedar Hill Associates
Illinois
$3.34M +$194K +3,766 +5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.07M -$213K -4,139 -6%
OA
25
Omega Advisors
New York
$3.04M

MITT Hedge Fund Activity: Q3 2015 in Review

116 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in TPG Mortgage Investment Trust (MITT) for Q3 2015, worth a combined $263M — down 12% from $298M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MITT and 14 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 40 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $4.68M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $2.39M sold.

  • 116 institutional investors held TPG Mortgage Investment Trust (MITT) as of Q3 2015, down from 119 in Q2 2015.
  • Funds reported $263M of TPG Mortgage Investment Trust stock for Q3 2015, down 12% quarter-over-quarter.
  • 14 funds opened new TPG Mortgage Investment Trust positions in Q3 2015 and 16 closed out, a net change of -2 holders.
  • The largest TPG Mortgage Investment Trust buyer in Q3 2015 was Fuller & Thaler Asset Management, an estimated $4.68M added.
  • The largest TPG Mortgage Investment Trust seller in Q3 2015 was Systematic Financial Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2015.