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MTGE

MTGE Investment Corp. Common Stock
MTGE

Delisted

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

99 hedge funds and large institutions have $512M invested in MTGE Investment Corp. Common Stock in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

432% more call options, than puts

Call options by funds: $181K | Put options by funds: $34K

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $509M → $512M (+$2.96M)

21% less funds holding

Funds holding: 12599 (-26)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

65% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 37

Holders
99
Holders Change
-26
Holders Change %
-20.8%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
13
Increased
41
Reduced
26
Closed
37
Calls
$181K
Puts
$34K
Net Calls
+$147K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$58.6M +$861K +51,104 +2%
BFA
2
BlackRock Fund Advisors
California
$39.3M +$1.96M +116,427 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$37.4M +$13.2M +782,942 +56%
WA
4
Whitebox Advisors
Minnesota
$36.8M
UBS Group
5
UBS Group
Switzerland
$29.1M +$15.5M +917,635 +119%
BIT
6
BlackRock Institutional Trust
California
$23M -$1.59M -94,062 -7%
AFG
7
American Financial Group
Ohio
$21.2M
CCP
8
Clough Capital Partners
Massachusetts
$20.4M +$8.16M +484,400 +69%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$19.7M +$754K +44,716 +4%
State Street
10
State Street
Massachusetts
$17.2M +$212K +12,567 +1%
Citigroup
11
Citigroup
New York
$16.2M +$5.96M +353,744 +60%
GXMC
12
Global X Management Company
New York
$13.4M +$3.84M +227,977 +42%
Citadel Advisors
13
Citadel Advisors
Florida
$12.1M +$3.64M +215,773 +44%
Deutsche Bank
14
Deutsche Bank
Germany
$11.5M +$4.25M +252,055 +61%
Boston Partners
15
Boston Partners
Massachusetts
$9.31M +$601K +35,688 +7%
Barclays
16
Barclays
United Kingdom
$9.21M +$11.3K +671 +0.1%
Northern Trust
17
Northern Trust
Illinois
$8.03M -$589K -34,969 -7%
Morgan Stanley
18
Morgan Stanley
New York
$7.34M -$6.61M -392,187 -48%
YMRC
19
Yorktown Management & Research Company
Virginia
$6.88M +$674K +40,000 +11%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$6.28M +$204K +12,083 +3%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$6.21M +$3.35M +198,956 +123%
GA
22
GRS Advisors
Illinois
$6.05M -$2.31M -137,000 -28%
Invesco
23
Invesco
Georgia
$5.05M -$276K -16,359 -5%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$4.82M +$34.4K +2,042 +0.7%
MAM
25
Martingale Asset Management
Massachusetts
$4.65M +$3.82M +226,852 +520%

MTGE Hedge Fund Activity: Q3 2016 in Review

99 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MTGE Investment Corp. Common Stock (MTGE) for Q3 2016, worth a combined $512M — up 0.58% from $509M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MTGE and 13 opened new positions — a net loss of 24 holders — while 26 trimmed existing stakes and 41 added.

The largest buyer was UBS Group, adding an estimated $15.5M. The largest seller was Millennium Management, exiting entirely with an estimated $21.5M sold.

  • 99 institutional investors held MTGE Investment Corp. Common Stock (MTGE) as of Q3 2016, down from 125 in Q2 2016.
  • Funds reported $512M of MTGE Investment Corp. Common Stock stock for Q3 2016, up 0.58% quarter-over-quarter.
  • 13 funds opened new MTGE Investment Corp. Common Stock positions in Q3 2016 and 37 closed out, a net change of -24 holders.
  • The largest MTGE Investment Corp. Common Stock buyer in Q3 2016 was UBS Group, an estimated $15.5M added.
  • The largest MTGE Investment Corp. Common Stock seller in Q3 2016 was Millennium Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2016.