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MFA Financial, Inc.: which funds bought and sold

Institutions that bought and sold MFA Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 100 institutions that filed 13F reports for both quarters added to or opened positions in MFA Financial, and 85 cut or closed them. Together they added a net 303K shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.7M shares (−20.9%); index fund managers were net buyers of 602K shares (+2.3%). 18 opened a new position and 23 sold out entirely.

Bought, Q2 2026 100 institutions, 18 of them new holders Sold, Q2 2026 85 institutions, 23 of them sold out
Net change, all compared +303K shares (+0.6%)
Net change, active managers −1.7M shares (−20.9%), 13 bought, 16 sold

Buyers versus sellers

institutions compared, 232
Active managers and hedge funds 13 bought · 16 sold · −1.7M
Index fund managers 6 bought · 4 sold · +602K
Other institutions 81 bought · 65 sold · +1.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Trust Advisors LP +688K New position 688K $6.7M
Blackrock, Inc. Index funds +272K +3.0% 9.5M $91.7M
UBS Group AG +217K +94.1% 448K $4.3M
Morgan Stanley +186K +67.2% 462K $4.5M
Citadel Advisors LLC Hedge fund +185K +206.6% 274K $2.7M
Wolverine Asset Management LLC +176K +11.5% 1.7M $16.6M
Goldman Sachs Group Inc +149K +26.5% 709K $6.9M
State Street Corp Index funds +146K +6.0% 2.6M $25.9M
FMR LLC Active manager +143K +12.2% 1.3M $12.7M
Invesco Ltd. +132K +8.0% 1.8M $17.3M
Connor, Clark & Lunn Investment Management Ltd. +120K +48.0% 370K $3.6M
Tudor Investment Corp Et Al Hedge fund +109K +102.8% 215K $2.1M
Citigroup Inc +104K +27.3% 484K $4.7M
Northern Trust Corp Index funds +101K +10.7% 1.0M $10.2M
Geode Capital Management, LLC Index funds +73K +2.9% 2.6M $25.7M
Mirae Asset Global Etfs Holdings Ltd. +73K +3.4% 2.2M $21.2M
Y-Intercept (Hong Kong) Ltd +71K +99.3% 143K $1.4M
Corient Private Wealth LP +65K +60.1% 173K $1.7M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +62K +25.7% 302K $2.9M
Wells Fargo & Company +52K +61.6% 136K $1.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −720K Sold out 0 —
Two Sigma Investments, LP Hedge fund −670K −60.2% 443K $4.3M
Emg Holdings, L.P. −321K −50.3% 317K $3.1M
Renaissance Technologies LLC Hedge fund −210K −27.0% 568K $5.5M
Picton Mahoney Asset Management −183K −99.9% 260 $2,519
Engineers Gate Manager LP Hedge fund −161K −56.0% 127K $1.2M
Van Eck Associates Corp −144K −12.2% 1.0M $10M
Balyasny Asset Management L.P. Hedge fund −142K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −109K Sold out 0 —
Marshall Wace, LLP Hedge fund −98K Sold out 0 —
Algert Global LLC Hedge fund −79K −24.4% 245K $2.4M
AQR Capital Management LLC Hedge fund −62K −6.1% 955K $9.3M
Allianz Asset Management Gmbh −61K −12.0% 445K $4.3M
Caption Management, LLC −59K Sold out 0 —
Simplex Trading, LLC −54K Sold out 0 —
Vestcor Inc −42K −98.0% 866 $8,000
Simplify Asset Management Inc. −41K −19.7% 168K $1.6M
Graham Capital Management, L.P. Hedge fund −40K Sold out 0 —
Prudential Financial Inc −39K −69.0% 17K $167,734
Ieq Capital, LLC −36K −17.1% 173K $1.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
First Trust Advisors LP 688K $6.7M
Quantbot Technologies LPHedge fund 23K $225,961
Winton Group LtdHedge fund 23K $225,777
Two Sigma Securities, LLC 21K $208,093
Jupiter Asset Management LtdActive manager 18K $170,796
Imc-Chicago, LLC 14K $133,790
State Of Wisconsin Investment Board 14K $133,170
Amundi 13K $129,817
Avestar Capital, LLC 12K $118,218
Longboard Asset Management, LP 11K $108,073

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Wellington Management Group LLPActive manager 720K $6.9M
Balyasny Asset Management L.P.Hedge fund 142K $1.4M
Point72 Asset Management, L.P.Hedge fund 109K $1M
Marshall Wace, LLPHedge fund 98K $934,950
Caption Management, LLC 59K $563,266
Simplex Trading, LLC 54K $513,737
Graham Capital Management, L.P.Hedge fund 40K $384,321
Drw Securities, LLC 22K $207,177
Brevan Howard Capital Management LPHedge fund 19K $184,990
Fox Run Management, L.L.C. 17K $166,743

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
212
Ten largest holders
63.4%
of 13F-reported shares
Index fund managers
53.4%
of 13F-reported shares
Active managers and hedge funds
12.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 13 16 3 8 −1.7M −20.9%
Index fund managers 6 4 0 0 +602K +2.3%
Other institutions 81 65 15 15 +1.4M +8.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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