We are live on ! Find out more
MITT

TPG Mortgage Investment Trust

110 hedge funds and large institutions have $224M invested in TPG Mortgage Investment Trust in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $213K | Put options by funds: $137K

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

0.1% less ownership

Funds ownership: 20.53%20.43% (-0.1%)

0% less capital invested

Capital invested by funds: $224M → $224M (-$420K)

4% less funds holding

Funds holding: 114110 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
40
Reduced
34
Closed
14
Calls
$213K
Puts
$137K
Net Calls
+$76K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$25.3M +$4.88M +133,765 +26%
Vanguard Group
2
Vanguard Group
Pennsylvania
$25.3M +$618K +16,943 +3%
BFA
3
BlackRock Fund Advisors
California
$14.6M -$1.34M -36,777 -9%
BIT
4
BlackRock Institutional Trust
California
$12.5M -$114K -3,127 -1%
LSV Asset Management
5
LSV Asset Management
Illinois
$11.5M -$473K -12,966 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$10.2M +$4.05K +111 +0%
Invesco
7
Invesco
Georgia
$8.53M -$1.66M -45,606 -17%
Citigroup
8
Citigroup
New York
$8.5M -$556K -15,228 -7%
State Street
9
State Street
Massachusetts
$8.18M -$90.5K -2,480 -1%
Prudential Financial
10
Prudential Financial
New Jersey
$6.02M -$178K -4,867 -3%
YMRC
11
Yorktown Management & Research Company
Virginia
$5.88M +$973K +26,667 +22%
Stifel Financial
12
Stifel Financial
Missouri
$5.31M -$158K -4,321 -3%
AGC
13
Angelo Gordon & Co
New York
$5.23M
Bank of America
14
Bank of America
North Carolina
$4.69M +$619K +16,963 +17%
Northern Trust
15
Northern Trust
Illinois
$4.25M +$200K +5,486 +5%
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$4.13M +$469K +12,858 +14%
Allianz Asset Management
17
Allianz Asset Management
Germany
$3.75M -$657 -18 -0%
Millennium Management
18
Millennium Management
New York
$3.56M -$277K -7,588 -8%
GE
19
General Electric
Ohio
$3.27M
Two Sigma Investments
20
Two Sigma Investments
New York
$2.83M -$118K -3,222 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.63M -$37.4K -1,025 -2%
OC
22
Oppenheimer & Co
New York
$2.59M -$42.2K -1,157 -2%
CHA
23
Cedar Hill Associates
Illinois
$2.51M +$103K +2,833 +5%
EM
24
EnTrustPermal Management
New York
$2.33M +$381K +10,433 +21%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$2.31M +$614K +16,833 +40%

MITT Hedge Fund Activity: Q1 2016 in Review

110 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in TPG Mortgage Investment Trust (MITT) for Q1 2016, worth a combined $224M — down 0.19% from $224M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MITT and 11 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 40 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $4.88M. The largest seller was Global X Management Company, exiting entirely with an estimated $4.77M sold.

  • 110 institutional investors held TPG Mortgage Investment Trust (MITT) as of Q1 2016, down from 114 in Q4 2015.
  • Funds reported $224M of TPG Mortgage Investment Trust stock for Q1 2016, down 0.19% quarter-over-quarter.
  • 11 funds opened new TPG Mortgage Investment Trust positions in Q1 2016 and 14 closed out, a net change of -3 holders.
  • The largest TPG Mortgage Investment Trust buyer in Q1 2016 was Fuller & Thaler Asset Management, an estimated $4.88M added.
  • The largest TPG Mortgage Investment Trust seller in Q1 2016 was Global X Management Company, an estimated $4.77M sold.

Based on aggregated 13F filings for Q1 2016.