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Rithm Capital

365 hedge funds and large institutions have $3.45B invested in Rithm Capital in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 107 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

64% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $14.6M

31% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 107

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 340365 (+25)

1% more capital invested

Capital invested by funds: $3.41B → $3.45B (+$41.8M)

0.83% less ownership

Funds ownership: 52.34%51.52% (-0.83%)

Holders
365
Holders Change
+25
Holders Change %
+7.35%
% of All Funds
7.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
67
Increased
140
Reduced
107
Closed
37
Calls
$23.9M
Puts
$14.6M
Net Calls
+$9.29M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$604M +$1.05M +67,069 +0.2%
BlackRock
2
BlackRock
New York
$424M -$9.39M -598,204 -2%
NSLI
3
Nan Shan Life Insurance
Taiwan
$327M -$4.71M -300,000 -1%
Citigroup
4
Citigroup
New York
$189M +$69.7M +4,436,195 +61%
SOMRS
5
State of Michigan Retirement System
Michigan
$135M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$125M +$21.7M +1,384,826 +22%
UBS Group
7
UBS Group
Switzerland
$106M +$5.53M +351,916 +6%
State Street
8
State Street
Massachusetts
$96.3M +$2.16M +137,594 +2%
Bank of America
9
Bank of America
North Carolina
$88M -$14.3M -913,339 -14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$86.2M +$4.01M +255,712 +5%
CS
11
Credit Suisse
Switzerland
$68.5M +$1.28M +81,476 +2%
Norges Bank
12
Norges Bank
Norway
$63.7M +$506K +32,258 +0.8%
Goldman Sachs
13
Goldman Sachs
New York
$58.3M -$47.5M -3,024,902 -46%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$52.7M +$460K +29,269 +0.9%
Charles Schwab
15
Charles Schwab
California
$46.4M +$1.1M +69,816 +2%
Morgan Stanley
16
Morgan Stanley
New York
$33.6M -$1.22M -77,793 -4%
Renaissance Technologies
17
Renaissance Technologies
New York
$33.2M +$32.4M +2,061,444 New
Northern Trust
18
Northern Trust
Illinois
$32.4M +$126K +8,026 +0.4%
WAM
19
Wolverine Asset Management
Illinois
$30.5M -$12.6K -800 -0%
CGM
20
Capital Growth Management
Massachusetts
$29.8M +$4.71M +300,000 +19%
AssetMark Inc
21
AssetMark Inc
California
$26.8M +$3.36M +213,834 +15%
Wells Fargo
22
Wells Fargo
California
$26.5M +$504K +32,073 +2%
N
23
Nuveen
North Carolina
$22.8M -$735K -46,803 -3%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$22.4M -$36.6M -2,332,456 -63%
Invesco
25
Invesco
Georgia
$20.9M -$4.38M -278,655 -18%

RITM Hedge Fund Activity: Q4 2019 in Review

365 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Rithm Capital (RITM) for Q4 2019, worth a combined $3.45B — up 1.2% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new RITM positions and 37 closed out — a net gain of 30 holders — while 140 added to existing stakes and 107 trimmed.

The largest buyer was Citigroup, adding an estimated $69.7M. The largest seller was Goldman Sachs, cutting an estimated $47.5M.

  • 365 institutional investors held Rithm Capital (RITM) as of Q4 2019, up from 340 in Q3 2019.
  • Funds reported $3.45B of Rithm Capital stock for Q4 2019, up 1.2% quarter-over-quarter.
  • 67 funds opened new Rithm Capital positions in Q4 2019 and 37 closed out, a net change of +30 holders.
  • The largest Rithm Capital buyer in Q4 2019 was Citigroup, an estimated $69.7M added.
  • The largest Rithm Capital seller in Q4 2019 was Goldman Sachs, an estimated $47.5M sold.

Based on aggregated 13F filings for Q4 2019.