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MTGE

MTGE Investment Corp. Common Stock
MTGE

Delisted

MTGE was delisted on the 6th of September, 2018.

104 hedge funds and large institutions have $531M invested in MTGE Investment Corp. Common Stock in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more capital invested

Capital invested by funds: $509M → $531M (+$22.1M)

7% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 41

6% less funds holding

Funds holding: 111104 (-7)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

87% less call options, than puts

Call options by funds: $345K | Put options by funds: $2.68M

Holders
104
Holders Change
-7
Holders Change %
-6.31%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
8
Increased
38
Reduced
41
Closed
15
Calls
$345K
Puts
$2.68M
Net Calls
-$2.33M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$62.8M +$2.56M +162,719 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$49M +$682K +43,260 +1%
UBS Group
3
UBS Group
Switzerland
$41.7M +$26.9M +1,704,310 +151%
BFA
4
BlackRock Fund Advisors
California
$32.2M -$679K -43,105 -2%
FS
5
Feinberg Stephen
$31.8M +$34M +2,160,162 New
PRCM
6
Pine River Capital Management
Minnesota
$23.2M +$9.36M +593,965 +61%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$20.9M -$364K -23,126 -2%
BIT
8
BlackRock Institutional Trust
California
$20.6M +$510K +32,340 +2%
AFG
9
American Financial Group
Ohio
$18.5M
MP
10
Mangrove Partners
Connecticut
$17.5M +$3.51M +222,971 +23%
State Street
11
State Street
Massachusetts
$16.6M -$270K -17,107 -1%
WA
12
Whitebox Advisors
Minnesota
$16.1M +$10.8M +687,938 +170%
AAM
13
Advisors Asset Management
Colorado
$12.6M -$7.47M -474,067 -36%
CHAM
14
Clear Harbor Asset Management
Connecticut
$10.7M +$4.5M +285,748 +65%
GXMC
15
Global X Management Company
New York
$8.1M -$758K -48,124 -8%
Northern Trust
16
Northern Trust
Illinois
$7.8M -$205K -13,033 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.55M +$7.45M +472,911 +1,200%
GC
18
Guggenheim Capital
Illinois
$7.25M -$1.88M -119,107 -20%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$7.25M -$763K -48,447 -9%
Boston Partners
20
Boston Partners
Massachusetts
$7.09M +$131K +8,301 +2%
Morgan Stanley
21
Morgan Stanley
New York
$7.05M -$3.54M -224,396 -32%
TC
22
Talkot Capital
California
$6.02M
Invesco
23
Invesco
Georgia
$5.46M +$80.1K +5,083 +1%
Prudential Financial
24
Prudential Financial
New Jersey
$5.11M -$488K -31,000 -8%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$4.33M +$1.62M +102,820 +54%

MTGE Hedge Fund Activity: Q3 2015 in Review

104 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MTGE Investment Corp. Common Stock (MTGE) for Q3 2015, worth a combined $531M — up 4.3% from $509M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MTGE and 8 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 38 added.

The largest buyer was Feinberg Stephen, opening a new position worth an estimated $34M. The largest seller was Advisors Asset Management, cutting an estimated $7.47M.

  • 104 institutional investors held MTGE Investment Corp. Common Stock (MTGE) as of Q3 2015, down from 111 in Q2 2015.
  • Funds reported $531M of MTGE Investment Corp. Common Stock stock for Q3 2015, up 4.3% quarter-over-quarter.
  • 8 funds opened new MTGE Investment Corp. Common Stock positions in Q3 2015 and 15 closed out, a net change of -7 holders.
  • The largest MTGE Investment Corp. Common Stock buyer in Q3 2015 was Feinberg Stephen, an estimated $34M added.
  • The largest MTGE Investment Corp. Common Stock seller in Q3 2015 was Advisors Asset Management, an estimated $7.47M sold.

Based on aggregated 13F filings for Q3 2015.