NYMT

New York Mortgage Trust
NYMT

Overview Fund Activity

163 hedge funds and large institutions have $480M invested in New York Mortgage Trust in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
55
Reduced
50
Closed
16
Calls
$1.29M
Puts
$784K
Net Calls
+$506K
Net Calls Change
+$101K

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$9.05M
2
GC
2
Gratia Capital
California
$4.04M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.92M
4
GCP
4
GSA Capital Partners
United Kingdom
$1.09M
5
Charles Schwab
5
Charles Schwab
California
$12.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$154M
2
EH
2
EMG Holdings
Connecticut
$2.31M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$3.02M
4
Citadel Advisors
4
Citadel Advisors
Florida
$830K
5
DFG
5
Delphi Financial Group
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
126
Versant Capital Management
Arizona
$14.3K 1,445 – –
WT
127
Washington Trust
Rhode Island
$12.4K 1,250 +1,250 New
SPIA
128
Steward Partners Investment Advisory
New York
$12.3K 1,235 +666 +117%
HCM
129
Highlander Capital Management
New Jersey
$10K 1,000 – –
GT
130
Glenmede Trust
Pennsylvania
$9.98K 1,002 – –
PA
131
PSI Advisors
Florida
$9.92K 1,000 – –
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$9.91K 999 +38 +4%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.93K 900 – –
AF
134
Allworth Financial
California
$8.43K 850 – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$8K 817 -104 -11%
EWA
136
EverSource Wealth Advisors
Alabama
$6.75K 680 +680 New
BC
137
Barrett & Company
Rhode Island
$6.47K 652 -500 -43%
SWM
138
Sugarloaf Wealth Management
Georgia
$5.3K 534 +20 +4%
S
139
SignatureFD
Georgia
$4.37K 440 – –
PFBT
140
Parkside Financial Bank & Trust
Missouri
$3.23K 326 +12 +4%
EARNEST Partners
141
EARNEST Partners
Georgia
$3.22K 325 – –
IA
142
IFP Advisors
Florida
$2.22K 224 +176 +367%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$1.72K 173 – –
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$1.63K 164 – –
MCM
145
Manchester Capital Management
Vermont
$1.27K 128 – –
Bessemer Group
146
Bessemer Group
New Jersey
$1K 123 +123 New
LC
147
Lindbrook Capital
California
$694 70 -149 -68%
FMII
148
Farmers & Merchants Investments Inc
Nebraska
$615 62 – –
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$585 59 – –
BHWM
150
Beaird Harris Wealth Management
Texas
$338 34 – –
4 5
6
7 8