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TRMT

Tremont Mortgage Trust Common Shares of Beneficial Interest
TRMT

Delisted

TRMT was delisted on the 30th of September, 2021.

23 hedge funds and large institutions have $3.89M invested in Tremont Mortgage Trust Common Shares of Beneficial Interest in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $3.95M → $3.89M (-$61.2K)

12% less funds holding

Funds holding: 2623 (-3)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1
PVG Asset Management
Colorado
$1.5M -$91.7K -20,123 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$483K -$448K -98,364 -50%
RA
3
Rational Advisors
New York
$373K
Bank of New York Mellon
4
Bank of New York Mellon
New York
$337K +$133K +29,190 +73%
NAM
5
Nexpoint Asset Management
Texas
$210K +$196K +43,100 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$201K +$124K +27,279 +195%
WAM
7
Wolverine Asset Management
Illinois
$111K -$24.8K -5,446 -19%
RJA
8
Raymond James & Associates
Florida
$104K -$9.11K -2,000 -9%
Squarepoint
9
Squarepoint
New York
$97K -$34.5K -7,572 -28%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$88K -$9.11K -2,000 -10%
BTS
11
BB&T Securities
Virginia
$81K -$91.1K -20,000 -55%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$78K +$27.3K +6,000 +60%
Morgan Stanley
13
Morgan Stanley
New York
$67K +$26.1K +5,721 +71%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$58K -$65.5K -14,364 -55%
JP Morgan Chase
15
JP Morgan Chase
New York
$29K -$4.1K -900 -13%
SIC
16
Salem Investment Counselors
North Carolina
$24K
PA
17
Parallel Advisors
California
$20K -$50.1K -11,000 -73%
UBS Group
18
UBS Group
Switzerland
$15K
Victory Capital Management
19
Victory Capital Management
Texas
$7K +$6.72K +1,475 New
AG
20
Advisor Group
Arizona
$6K -$74.1K -16,263 -93%
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
$5K +$3.52K +772 +285%
Bank of America
22
Bank of America
North Carolina
$3K +$1.3K +286 +82%
VF
23
Virtu Financial
New York
-$81K -19,502 Closed
Renaissance Technologies
24
Renaissance Technologies
New York
-$50K -12,001 Closed
Wells Fargo
25
Wells Fargo
California
-$1K -215 Closed

TRMT Hedge Fund Activity: Q3 2019 in Review

23 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Tremont Mortgage Trust Common Shares of Beneficial Interest (TRMT) for Q3 2019, worth a combined $3.89M — down 1.5% from $3.95M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TRMT and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 7 added.

The largest buyer was Bank of New York Mellon, adding an estimated $133K. The largest seller was Vanguard Group, cutting an estimated $448K.

  • 23 institutional investors held Tremont Mortgage Trust Common Shares of Beneficial Interest (TRMT) as of Q3 2019, down from 26 in Q2 2019.
  • Funds reported $3.89M of Tremont Mortgage Trust Common Shares of Beneficial Interest stock for Q3 2019, down 1.5% quarter-over-quarter.
  • 2 funds opened new Tremont Mortgage Trust Common Shares of Beneficial Interest positions in Q3 2019 and 4 closed out, a net change of -2 holders.
  • The largest Tremont Mortgage Trust Common Shares of Beneficial Interest buyer in Q3 2019 was Bank of New York Mellon, an estimated $133K added.
  • The largest Tremont Mortgage Trust Common Shares of Beneficial Interest seller in Q3 2019 was Vanguard Group, an estimated $448K sold.

Based on aggregated 13F filings for Q3 2019.