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WMC

Western Asset Mortgage Capital Corporation

Delisted

WMC was delisted on the 5th of December, 2023.

94 hedge funds and large institutions have $185M invested in Western Asset Mortgage Capital Corporation in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

2% less capital invested

Capital invested by funds: $188M → $185M (-$3.29M)

5% less funds holding

Funds holding: 9994 (-5)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

61% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $3.33M

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
40
Reduced
20
Closed
19
Calls
$1.3M
Puts
$3.33M
Net Calls
-$2.03M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$31.1M +$773K +5,381 +3%
BIT
2
BlackRock Institutional Trust
California
$20.7M +$262K +1,827 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.6M +$443K +3,088 +2%
State Street
4
State Street
Massachusetts
$11.2M +$132K +922 +1%
Morgan Stanley
5
Morgan Stanley
New York
$7.09M -$1.27M -8,876 -16%
Northern Trust
6
Northern Trust
Illinois
$6.8M +$131K +912 +2%
GXMC
7
Global X Management Company
New York
$6.15M +$5.86M +40,793 New
Bank of America
8
Bank of America
North Carolina
$6.14M +$3.45M +23,994 +144%
AWCI
9
Alpine Woods Capital Investors
New York
$5.46M +$5.2M +36,200 New
GC
10
Guggenheim Capital
Illinois
$4.15M -$7.15M -49,750 -64%
Creative Planning
11
Creative Planning
Kansas
$3.85M +$725K +5,045 +25%
RFC
12
Russell Frank Company
Washington
$3.81M -$708K -4,928 -16%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.39M -$151K -1,049 -4%
CPS
14
Counsel Portfolio Services
Ontario, Canada
$3.29M +$829K +5,769 +36%
PIM
15
Perkins Investment Management
Illinois
$3.25M +$991K +6,903 +47%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.83M +$36.3K +253 +1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.65M -$2.17M -15,138 -46%
TCIM
18
TIAA CREF Investment Management
New York
$2.62M
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.58M +$2.46M +17,129 New
LSV Asset Management
20
LSV Asset Management
Illinois
$2.3M -$135K -940 -6%
BIM
21
BlackRock Investment Management
Delaware
$2.11M +$6.03K +42 +0.3%
PP
22
PDT Partners
New York
$2.05M +$1.96M +13,623 New
Goldman Sachs
23
Goldman Sachs
New York
$1.97M -$352K -2,454 -16%
DC
24
Deere & Company
Illinois
$1.8M +$65.5K +456 +4%
Charles Schwab
25
Charles Schwab
California
$1.73M +$79.1K +551 +5%

WMC Hedge Fund Activity: Q1 2015 in Review

94 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Capital Corporation (WMC) for Q1 2015, worth a combined $185M — down 1.7% from $188M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WMC and 14 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 40 added.

The largest buyer was Global X Management Company, opening a new position worth an estimated $5.86M. The largest seller was QS Investors, exiting entirely with an estimated $11.4M sold.

  • 94 institutional investors held Western Asset Mortgage Capital Corporation (WMC) as of Q1 2015, down from 99 in Q4 2014.
  • Funds reported $185M of Western Asset Mortgage Capital Corporation stock for Q1 2015, down 1.7% quarter-over-quarter.
  • 14 funds opened new Western Asset Mortgage Capital Corporation positions in Q1 2015 and 19 closed out, a net change of -5 holders.
  • The largest Western Asset Mortgage Capital Corporation buyer in Q1 2015 was Global X Management Company, an estimated $5.86M added.
  • The largest Western Asset Mortgage Capital Corporation seller in Q1 2015 was QS Investors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2015.