Who Owns First Mortgage Income Fund Stock?
NYSE: FMYFinanceFinance/Investors ServicesUSD
Market open · Delayed 15 min · as of Oct 9, 12:01 PM ET
Ownership breakdown
- Held by institutions
- 61.42%
- Held by insiders
- 0.04%
- Institutional holders
- 18
- Institutions 61.4%
- Insiders 0.0%
- Public and other 38.5%
Who owns First Mortgage Income Fund stock?
Institutional investors own about 61.4% of First Mortgage Income Fund's shares, spread across 18 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.04% of FMY.
The largest institutional holders are SIT Investment Associates Inc (54.15%), 1607 Capital Partners, LLC (1.46%) and Jones Financial Companies, L.L.L.P. (1.25%). Together, the top 10 institutions control 59.9% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their FMY positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of FMY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| SIT Investment Associates Inc | 2.28M | 54.15% | -0.1% |
| 1607 Capital Partners, LLC | 61.58K | 1.46% | 0.0% |
| Jones Financial Companies, L.L.L.P. | 52.67K | 1.25% | +214.3% |
| Noble Wealth Management Pbc | 47.99K | 1.14% | 0.0% |
| Uhlmann Price Securities, LLC | 29.48K | 0.70% | +22.5% |
| Cresset Asset Management, LLC | 14.10K | 0.33% | 0.0% |
| Morgan Stanley | 13.84K | 0.33% | -13.8% |
| Susquehanna International Group, LLP | 11.41K | 0.27% | +0.2% |
| CWM, LLC | 10.60K | 0.25% | +8.4% |
| Osaic Holdings Inc. | 900 | 0.02% | -67.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of FMY
| Fund | Shares | % Held |
|---|---|---|
| SIT MUTUAL FUNDS INC-Sit Balanced Fund | 11.20K | 0.27% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 182 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 65 | 0.00% |
Frequently asked questions
Who is the largest shareholder of First Mortgage Income Fund?
SIT Investment Associates Inc is the largest institutional shareholder of FMY, owning 54.15% of shares outstanding (2.28M shares) as of its latest 13F filing.
What percentage of First Mortgage Income Fund is owned by institutions?
Institutions own about 61.4% of FMY shares and 61.4% of the public float.
How much of First Mortgage Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.04% of FMY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.