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WMC

Western Asset Mortgage Capital Corporation

Delisted

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

96 hedge funds and large institutions have $146M invested in Western Asset Mortgage Capital Corporation in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

7% less funds holding

Funds holding: 10396 (-7)

13% less capital invested

Capital invested by funds: $169M → $146M (-$22.7M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

83% less call options, than puts

Call options by funds: $545K | Put options by funds: $3.25M

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
42
Reduced
26
Closed
16
Calls
$545K
Puts
$3.25M
Net Calls
-$2.7M
Net Calls Change
-$498K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$23.6M -$505K -3,698 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.9M +$269K +1,970 +1%
BIT
3
BlackRock Institutional Trust
California
$16.1M +$404K +2,960 +2%
State Street
4
State Street
Massachusetts
$9.41M -$121K -887 -1%
GXMC
5
Global X Management Company
New York
$6.14M +$37.4K +274 +0.6%
Northern Trust
6
Northern Trust
Illinois
$5.42M -$603K -4,416 -9%
GC
7
Guggenheim Capital
Illinois
$4.46M +$1.7M +12,412 +54%
AWCI
8
Alpine Woods Capital Investors
New York
$4.22M +$4.58M +33,493 New
Bank of America
9
Bank of America
North Carolina
$3.81M -$2.8M -20,510 -40%
CPS
10
Counsel Portfolio Services
Ontario, Canada
$3.45M +$379K +2,776 +11%
Creative Planning
11
Creative Planning
Kansas
$3.24M +$7.24K +53 +0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.02M +$42.8K +313 +1%
LSV Asset Management
13
LSV Asset Management
Illinois
$2.27M -$175K -1,282 -7%
BIM
14
BlackRock Investment Management
Delaware
$2.16M +$29.6K +217 +1%
Charles Schwab
15
Charles Schwab
California
$2M +$351K +2,571 +19%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.96M -$585K -4,281 -22%
Goldman Sachs
17
Goldman Sachs
New York
$1.9M -$76.7K -561 -4%
TCIM
18
TIAA CREF Investment Management
New York
$1.68M -$214K -1,566 -11%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$1.6M +$373K +2,733 +27%
Barclays
20
Barclays
United Kingdom
$1.59M +$1.8M +13,161 +9,822%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$1.52M +$1.65M +12,080 New
PPA
22
Parametric Portfolio Associates
Washington
$1.42M -$875K -6,404 -36%
Invesco
23
Invesco
Georgia
$1.34M +$38K +278 +3%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.29M +$176K +1,286 +14%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.25M -$1.33M -9,767 -50%

WMC Hedge Fund Activity: Q3 2015 in Review

96 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Capital Corporation (WMC) for Q3 2015, worth a combined $146M — down 13% from $169M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WMC and 10 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 42 added.

The largest buyer was Alpine Woods Capital Investors, opening a new position worth an estimated $4.58M. The largest seller was Bank of America, cutting an estimated $2.8M.

  • 96 institutional investors held Western Asset Mortgage Capital Corporation (WMC) as of Q3 2015, down from 103 in Q2 2015.
  • Funds reported $146M of Western Asset Mortgage Capital Corporation stock for Q3 2015, down 13% quarter-over-quarter.
  • 10 funds opened new Western Asset Mortgage Capital Corporation positions in Q3 2015 and 16 closed out, a net change of -6 holders.
  • The largest Western Asset Mortgage Capital Corporation buyer in Q3 2015 was Alpine Woods Capital Investors, an estimated $4.58M added.
  • The largest Western Asset Mortgage Capital Corporation seller in Q3 2015 was Bank of America, an estimated $2.8M sold.

Based on aggregated 13F filings for Q3 2015.