Fannie Mae-No Politics (FNMA)

[Sogo]

If there's no big $ in commons, that'd be potentially bad news for longs. We've seen some DD showing that some of the big $ funds have at least a small portion of their GSE holdings in commons. And certainly some big $ seemed to be jumping in on the last run up. But I assume they stopped themselves out or sold short back then. And I have yet to see since then any info suggesting that big $ is getting into the commons. Anyone have any recent info on this?