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NYMTO

New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock

Delisted

NYMTO was delisted on the 29th of July, 2021.

19 hedge funds and large institutions have $25M invested in New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

43% more capital invested

Capital invested by funds: $17.5M → $25M (+$7.47M)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

5% less funds holding

Funds holding: 2019 (-1)

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.8M +$994K +40,000 +10%
Invesco
2
Invesco
Georgia
$5.39M +$5.47M +220,000 New
RA
3
Resource America
New York
$2.57M +$1.12M +44,996 +75%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.26M
FM
5
Family Management
New York
$1.19M +$116K +4,670 +11%
UBS Group
6
UBS Group
Switzerland
$1.11M -$145K -5,829 -11%
CC
7
Claybrook Capital
Massachusetts
$893K
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$520K +$41K +1,651 +8%
Morgan Stanley
9
Morgan Stanley
New York
$385K +$59.6K +2,400 +18%
UCFA
10
United Capital Financial Advisors
Texas
$280K +$284K +11,420 New
KIA
11
KCM Investment Advisors
California
$253K -$199 -8 -0.1%
Wells Fargo
12
Wells Fargo
California
$145K +$2.48K +100 +2%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$136K +$6.83K +275 +5%
AG
14
Advisor Group
Arizona
$17K
SIM
15
Sonora Investment Management
Arizona
$12K -$12.4K -500 -50%
JP Morgan Chase
16
JP Morgan Chase
New York
$12K
1IA
17
1834 Investment Advisors
Wisconsin
$10K
APA
18
American Portfolios Advisors
New York
$4.9K
FCA
19
FinTrust Capital Advisors
South Carolina
$2K
NWM
20
Northwest Wealth Management
Iowa
-$112K -4,520 Closed
Bank of America
21
Bank of America
North Carolina
-$10K -400 Closed

NYMTO Hedge Fund Activity: Q2 2019 in Review

19 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock (NYMTO) for Q2 2019, worth a combined $25M — up 43% from $17.5M a quarter earlier.

Fund positioning in NYMTO was balanced in Q2 2019: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 3 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $5.47M. The largest seller was UBS Group, cutting an estimated $145K.

  • 19 institutional investors held New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock (NYMTO) as of Q2 2019, down from 20 in Q1 2019.
  • Funds reported $25M of New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock stock for Q2 2019, up 43% quarter-over-quarter.
  • 2 funds opened new New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock positions in Q2 2019 and 2 closed out, a net change of 0 holders.
  • The largest New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock buyer in Q2 2019 was Invesco, an estimated $5.47M added.
  • The largest New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock seller in Q2 2019 was UBS Group, an estimated $145K sold.

Based on aggregated 13F filings for Q2 2019.