Friday, June 13, 2025 7:55:59 AM
I suspect we are starting to see who was buying between March and the end of May based on the data I am seeing in the assets held within the funds. Some of the funds are now masking the data and limiting what you can see. Example: one fund now only shows their top 10 holdings by value. Morgan Stanley funds have been purchasing FNMA but to just below 1% of the total portfolio's value. The fund may own 30 stocks, etc but are now only showing the top 10 by value.
Im not sure if this is on purpose or not, but I can no longer peer as deep into the data. I can only interpret this to mean they are masking what they are actively purchasing to keep competition to a minimum.
Im not sure if this is on purpose or not, but I can no longer peer as deep into the data. I can only interpret this to mean they are masking what they are actively purchasing to keep competition to a minimum.
Bullish
Recent FNMA News
- Fannie Mae Announces Sale of Reperforming Loans • PR Newswire (US) • 05/28/2026 02:00:00 PM
- Fannie Mae Releases April 2026 Monthly Summary • PR Newswire (US) • 05/27/2026 08:05:00 PM
- Fannie Mae Reports Net Income of $3.7 Billion for First Quarter 2026 • PR Newswire (US) • 04/29/2026 11:24:00 AM
- Fannie Mae Releases March 2026 Monthly Summary • PR Newswire (US) • 04/28/2026 12:30:00 PM
- Fannie Mae Plans to Report First Quarter 2026 Financial Results on April 29, 2026 • PR Newswire (US) • 04/27/2026 12:00:00 PM
- Fannie Mae Announces Credit Score Model Updates to Advance Credit Score Modernization • PR Newswire (US) • 04/22/2026 05:02:00 PM
- Fannie Mae Releases February 2026 Monthly Summary • PR Newswire (US) • 03/26/2026 08:05:00 PM
- Fannie Mae Announces Results of Tender Offer for Any and All of Certain CAS Notes • PR Newswire (US) • 03/02/2026 02:00:00 PM
- Fannie Mae Releases January 2026 Monthly Summary • PR Newswire (US) • 02/26/2026 09:05:00 PM
- Fannie Mae Announces Tender Offer for Any and All of Certain CAS Notes • PR Newswire (US) • 02/23/2026 02:00:00 PM
