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Western Asset Mortgage Capital Corp

WMCDelisted Dec 6, 2023
Industry
Real Estate Investment Trusts
SEC CIK
0001465885

Western Asset Mortgage Capital Corp was delisted on Dec 6, 2023; its insiders filed their last Form 4 on Dec 8, 2023; 27 institutions reported holding it in 13F filings for Q3 2023, worth $8.04M in total; no superinvestor held it.

13F holders, Q3 2022

Institutional positions in Western Asset Mortgage Capital Corp as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
26
−17 vs. Q2 2022
Shares held
1.24M
−77.3K (−5.9%) vs. Q2 2022Converted for a 1-for-10 split
Total value
$13.9M
−$2.06M (−13.0%) vs. Q2 2022
New holders
2
3 more added
Sold out
19
16 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WMC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 26 institutions
Q1 2021: 85 institutionsQ2 2021: 74 institutionsQ3 2021: 66 institutionsQ4 2021: 60 institutionsQ1 2022: 57 institutionsQ2 2022: 44 institutionsQ3 2022: 26 institutionsQ4 2022: 29 institutionsQ1 2023: 26 institutionsQ2 2023: 27 institutionsQ3 2023: 27 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2022: $13.9M
Q1 2021: $67.6MQ2 2021: $52.1MQ3 2021: $38.9MQ4 2021: $29.9MQ1 2022: $19.0MQ2 2022: $15.9MQ3 2022: $13.9MQ4 2022: $8.39MQ1 2023: $8.01MQ2 2023: $7.22MQ3 2023: $8.04MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding WMC and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 202327$8.04M
Q2 202327$7.22M
Q1 202326$8.01M
Q4 202229$8.39M
Q3 202226$13.9M
Q2 202244$15.9M
Q1 202257$19.0M
Q4 202160$29.9M
Q3 202166$38.9M
Q2 202174$52.1M
Q1 202185$67.6M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Western Asset Mortgage Capital Corp; share changes are against Q2 2022.

Institutions holding WMC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Beach Point Capital Management LP350,661$3.92M1.33%−66,301−15.9%ReducedConverted for a 1-for-10 split
Vanguard Group Inc336,899$3.77M0.00%+84,398+33.4%AddedConverted for a 1-for-10 split
BlackRock Inc.121,238$1.36M0.00%−1,511−1.2%ReducedConverted for a 1-for-10 split
Almitas Capital LLC110,958$1.24M0.93%−3,313−2.9%ReducedConverted for a 1-for-10 split
Geode Capital Management, LLC47,180$527.0K0.00%−7,794−14.2%ReducedConverted for a 1-for-10 split
Millennium Management LLC43,803$490.0K0.00%−10,175−18.8%ReducedConverted for a 1-for-10 split
Centiva Capital, LP41,495$464.0K0.03%−16,461−28.4%ReducedConverted for a 1-for-10 split
Victory Capital Management Inc30,400$340.0K0.00%−1,540−4.8%ReducedConverted for a 1-for-10 split
Susquehanna International Group, LLP24,893$279.0K0.00%−1,323−5.0%ReducedConverted for a 1-for-10 split
State Street Corp22,052$256.0K0.00%00.0%UnchangedConverted for a 1-for-10 split
Renaissance Technologies LLC22,910$256.0K0.00%+790+3.6%AddedConverted for a 1-for-10 split
LSV Asset Management20,860$233.0K0.00%00.0%UnchangedConverted for a 1-for-10 split
Invesco Ltd.18,501$207.0K0.00%−1,021−5.2%ReducedConverted for a 1-for-10 split
Thrivent Financial for Lutherans11,758$132.0K0.00%−6,072−34.1%ReducedConverted for a 1-for-10 split
Northern Trust Corp11,569$129.0K0.00%00.0%UnchangedConverted for a 1-for-10 split
Wolverine Asset Management LLC8,771$98.0K0.00%+8,771New
Morgan Stanley4,796$53.0K0.00%−2,480−34.1%ReducedConverted for a 1-for-10 split
Advisor Group Holdings, Inc.3,026$33.0K0.00%−77−2.5%ReducedConverted for a 1-for-10 split
Nisa Investment Advisors, LLC1,815$20.0K0.00%00.0%UnchangedConverted for a 1-for-10 split
Tower Research Capital LLC (TRC)1,281$14.0K0.00%−1,357−51.4%ReducedConverted for a 1-for-10 split
Selective Wealth Management, Inc.1,220$14.0K0.01%−630−34.1%ReducedConverted for a 1-for-10 split
Bank of America Corp1,201$13.0K0.00%−146−10.9%ReducedConverted for a 1-for-10 split
Rockefeller Capital Management L.P.548$6.00K0.00%00.0%UnchangedConverted for a 1-for-10 split
UBS Group AG308$3.00K0.00%−645−67.7%ReducedConverted for a 1-for-10 split
Wells Fargo & Company41$00.00%+1+1.5%AddedConverted for a 1-for-10 split
FMR LLC31$00.00%+31New
Independent Financial Group, LLC0$00.00%−9,347−100.0%Sold outConverted for a 1-for-10 split
Simplex Trading, LLC0$00.00%−8,134−100.0%Sold outConverted for a 1-for-10 split
Citadel Advisors LLC0$00.00%−7,719−100.0%Sold outConverted for a 1-for-10 split
Algert Global LLC0$00.00%−4,428−100.0%Sold outConverted for a 1-for-10 split
Bank of New York Mellon Corp0$00.00%−3,166−100.0%Sold outConverted for a 1-for-10 split
PEAK6 Investments LLC0$00.00%−3,000−100.0%Sold outConverted for a 1-for-10 split
Charles Schwab Investment Management Inc0$00.00%−2,307−100.0%Sold outConverted for a 1-for-10 split
EMC Capital Management0$00.00%−2,276−100.0%Sold outConverted for a 1-for-10 split
AE Wealth Management LLC0$00.00%−1,966−100.0%Sold outConverted for a 1-for-10 split
Teamwork Financial Advisors, LLC0$00.00%−1,901−100.0%Sold outConverted for a 1-for-10 split
Fortress Wealth Management, Inc.0$00.00%−1,849−100.0%Sold outConverted for a 1-for-10 split
Jane Street Group, LLC0$00.00%−1,428−100.0%Sold outConverted for a 1-for-10 split
Virtu Financial LLC0$00.00%−1,206−100.0%Sold outConverted for a 1-for-10 split
Parallax Volatility Advisers, L.P.0$00.00%−1,016−100.0%Sold outConverted for a 1-for-10 split
Royal Bank of Canada0$00.00%−345−100.0%Sold outConverted for a 1-for-10 split
Patriot Financial Group Insurance Agency, LLC0$00.00%−200−100.0%Sold outConverted for a 1-for-10 split
Baystate Wealth Management LLC0$00.00%−48−100.0%Sold outConverted for a 1-for-10 split
Blume Capital Management, Inc.0$00.00%−80−100.0%Sold outConverted for a 1-for-10 split
Ahrens Investment Partners LLC0$00.00%−70−100.0%Sold outConverted for a 1-for-10 split
Cordasco Financial Network––––Not filed