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WMC

Western Asset Mortgage Capital Corporation

Delisted

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

103 hedge funds and large institutions have $125M invested in Western Asset Mortgage Capital Corporation in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

7% more funds holding

Funds holding: 96103 (+7)

14% less capital invested

Capital invested by funds: $146M → $125M (-$20.8M)

60% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $2.75M

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
38
Reduced
25
Closed
11
Calls
$1.09M
Puts
$2.75M
Net Calls
-$1.66M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$18.9M -$235K -2,056 -1%
Invesco
2
Invesco
Georgia
$14.4M +$14.9M +130,400 +1,229%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.8M +$129K +1,134 +0.8%
BIT
4
BlackRock Institutional Trust
California
$13.2M +$143K +1,249 +1%
State Street
5
State Street
Massachusetts
$7.83M +$236K +2,071 +3%
GXMC
6
Global X Management Company
New York
$5.19M +$232K +2,030 +4%
Northern Trust
7
Northern Trust
Illinois
$4.55M +$180K +1,576 +4%
Creative Planning
8
Creative Planning
Kansas
$2.61M -$15.6K -137 -0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.46M +$17.7K +155 +0.6%
Bank of America
10
Bank of America
North Carolina
$2.38M -$789K -6,914 -23%
RFC
11
Russell Frank Company
Washington
$2.32M +$1.91M +16,751 +287%
Goldman Sachs
12
Goldman Sachs
New York
$1.87M +$367K +3,216 +21%
Charles Schwab
13
Charles Schwab
California
$1.86M +$272K +2,383 +15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.84M +$273K +2,394 +15%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.79M +$870K +7,622 +77%
LSV Asset Management
16
LSV Asset Management
Illinois
$1.77M -$75.3K -660 -4%
BIM
17
BlackRock Investment Management
Delaware
$1.75M -$342 -3 -0%
TCIM
18
TIAA CREF Investment Management
New York
$1.36M
PPA
19
Parametric Portfolio Associates
Washington
$1.3M +$162K +1,420 +13%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$1.26M +$29.6K +259 +2%
CPS
21
Counsel Portfolio Services
Ontario, Canada
$1.22M -$1.76M -15,444 -56%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$1.22M +$187K +1,641 +16%
GC
23
Guggenheim Capital
Illinois
$1.12M -$2.79M -24,432 -69%
RJA
24
Raymond James & Associates
Florida
$958K +$143K +1,255 +15%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$793K +$15.8K +138 +2%

WMC Hedge Fund Activity: Q4 2015 in Review

103 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Capital Corporation (WMC) for Q4 2015, worth a combined $125M — down 14% from $146M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WMC positions and 11 closed out — a net gain of 7 holders — while 38 added to existing stakes and 25 trimmed.

The largest buyer was Invesco, adding an estimated $14.9M. The largest seller was Alpine Woods Capital Investors, exiting entirely with an estimated $4.22M sold.

  • 103 institutional investors held Western Asset Mortgage Capital Corporation (WMC) as of Q4 2015, up from 96 in Q3 2015.
  • Funds reported $125M of Western Asset Mortgage Capital Corporation stock for Q4 2015, down 14% quarter-over-quarter.
  • 18 funds opened new Western Asset Mortgage Capital Corporation positions in Q4 2015 and 11 closed out, a net change of +7 holders.
  • The largest Western Asset Mortgage Capital Corporation buyer in Q4 2015 was Invesco, an estimated $14.9M added.
  • The largest Western Asset Mortgage Capital Corporation seller in Q4 2015 was Alpine Woods Capital Investors, an estimated $4.22M sold.

Based on aggregated 13F filings for Q4 2015.