Cherry Hill Mortgage Investment

CHMI • NYSE

Cherry Hill Mortgage Investment is a reit - mortgage company in the real estate sector on NYSE, led by Jeffrey B. Lown II, with a market cap of $91.8M. As of Q3 2025, 17% of shares are held by 55 institutional investors, with VANGUARD GROUP INC as the largest holder at 4.23%.

Chief Executive OfficerJeffrey B. Lown II

Market Cap$91.8M

REIT - Mortgage

Real Estate

Employees12.0

Websitechmireit.com

Country

United States of America

Overview

Overview of institutional ownership in CHMI as of Q3 2025 with a market cap of $86.1M

All Institutions

Institutions: 55
Value Held: $14.6M
Shares Held: 6.1M
Avg Position: $265.2K
Median Position: $31.1K

Hedge Funds

Hedge Funds: 5
Value Held: $5.0M
Shares Held: 2.1M
Avg Position: $1.0M
Median Position: $703.5K

Ownership Breakdown

Institutional (non-HF)

11.08%

$9.5M

Hedge Funds

5.85%

$5.0M

Retail & Other

83.07%

$71.6M

Based on market cap of $86.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CHMI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.6M 0.00% of portfolio	4.23% 1.5M shares	Q4 2013 Held for 11y 11m	$6.69T
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	David Allen Lippe CEO	$1.9M 0.00% of portfolio	2.26% 815.8K shares	Q1 2015 Held for 10y 8m	$75.8B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$1.7M 0.00% of portfolio	1.99% 716.3K shares	Q1 2022 Held for 3y 8m	$122.08B
Summit Financial, LLC RIA/Wealth	Stanley Gregor CEO	$1.2M 0.02% of portfolio	1.36% 490.6K shares	Q2 2025 Held for 5 months	$6.5B
B BlackRock, Inc. Institution	-	$1.0M 0.00% of portfolio	1.19% 429.9K shares	Q1 2017 Held for 8y 8m	$5.67T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$912.6K 0.00% of portfolio	1.06% 381.8K shares	Q4 2013 Held for 11y 11m	$1.57T
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	Scott David Hoffman CEO	$703.5K 0.00% of portfolio	0.82% 294.3K shares	Q3 2017 Held for 8y 2m	$50.0B
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	Scott David Hoffman CEO	$623.2K 0.00% of portfolio	0.72% 260.8K shares	Q3 2020 Held for 5y 2m	$62.0B
C CI Private Wealth, LLC RIA/Wealth	Kurt Macalpine CEO	$560.9K 0.00% of portfolio	0.65% 234.7K shares	Q4 2022 Held for 2y 11m	$63.4B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$335.9K 0.00% of portfolio	0.37% 134.9K shares	Q2 2017 Held for 8y 5m	$2.88T

Net Capital Flow

Institutional buying and selling activity for CHMI in Q3 2025

Traded: +$696.4K
Buyers: 27
Sellers: 20
Total Bought: +$2.7M
Total Sold: −$2.0M
Avg Position: $235.3K

Biggest Buyers

Institution	Net Bought	Current Position
Summit Financial, LLC RIA/Wealth	+$1.1M +460.4K shares	$1.2M 490.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$475.7K +199.0K shares	$1.9M 815.8K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$299.9K +125.5K shares	$623.2K 260.8K shares
Marshall Wace LLP Institution	+$165.7K +69.3K shares	$165.7K 69.3K shares
Sheets Smith Investment Management RIA/Wealth	+$131.9K +55.2K shares	$131.9K 55.2K shares
GOLDMAN SACHS GROUP INC Institution	+$128.7K +53.9K shares	$128.7K 53.9K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$49.6K +20.7K shares	$912.6K 381.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$48.8K +20.4K shares	$48.9K 20.5K shares
JPMORGAN CHASE & CO Institution	+$47.8K +20.0K shares	$48.0K 20.1K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	+$32.2K +13.5K shares	$32.2K 13.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	−$374.1K −137.0K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$371.1K −155.3K shares	$1.7M 716.3K shares
C CI Private Wealth, LLC RIA/Wealth	−$234.1K −97.9K shares	$560.9K 234.7K shares
VANGUARD GROUP INC Institution	−$162.8K −68.1K shares	$3.6M 1.5M shares
Vident Advisory, LLC ETF Provider	−$161.2K −59.1K shares	Sold Off 0 shares
Gladstone Institutional Advisory LLC RIA/Wealth	−$159.8K −66.9K shares	$38.6K 16.1K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$122.2K −44.8K shares	Sold Off 0 shares
Comprehensive Portfolio Management, LLC RIA/Wealth	−$65.5K −24.0K shares	Sold Off 0 shares
Invesco Ltd. ETF Provider	−$59.2K −24.8K shares	$57.7K 24.1K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	−$56.8K −23.7K shares	$45.5K 19.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CHMI in Q3 2025

New Positions: 4
New Value: $208.6K
Exited Positions: 7
Exited Value: $805.7K

New Positions

Institution	Position Value
Sheets Smith Investment Management RIA/Wealth	$131.9K 55.2K shares
Pallas Capital Advisors LLC RIA/Wealth	$28.7K 12.0K shares
True North Advisors, LLC RIA/Wealth	$24.1K 10.1K shares
C Colonial Asset Management, Inc. RIA/Wealth	$23.9K 10.0K shares

Exited Positions

Institution	Previous Position
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$374.1K 137.0K shares
Vident Advisory, LLC ETF Provider	$161.2K 59.1K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	$122.2K 44.8K shares
Comprehensive Portfolio Management, LLC RIA/Wealth	$65.5K 24.0K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$41.5K 15.2K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	$41.0K 15.0K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$186.0 68.0 shares

Options Activity

Institutions with the largest Call and Put options positions in CHMI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CHMI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Sheets Smith Investment Management RIA/Wealth	Zolly Cornell Bowden President	0.09% $131.9K	0.15% 55.2K shares	Q3 2025 Held for 2 months	$154.2M
GABLES CAPITAL MANAGEMENT INC. Hedge Fund•Long/Short	Eric Michael Mckenna President	0.02% $54.7K	0.06% 22.9K shares	Q1 2018 Held for 7y 8m	$233.4M
Summit Financial, LLC RIA/Wealth	Stanley Gregor CEO	0.02% $1.2M	1.36% 490.6K shares	Q2 2025 Held for 5 months	$6.5B
SkyOak Wealt, LLC RIA/Wealth	Jennifer Ann Davis CEO	0.00% $26.3K	0.03% 11.0K shares	Q1 2022 Held for 3y 8m	$529.0M
A Accredited Wealth Management, LLC RIA/Wealth	Steven Joseph Giacobbe Managing Partner	0.00% $2.5K	0.00% 150.0 shares	Q1 2025 Held for 8 months	$63.1M
True North Advisors, LLC RIA/Wealth	Scott Adair Wood CEO	0.00% $24.1K	0.03% 10.1K shares	Q3 2025 Held for 2 months	$629.5M
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	David Allen Lippe CEO	0.00% $1.9M	2.26% 815.8K shares	Q1 2015 Held for 10y 8m	$75.8B
C Colonial Asset Management, Inc. RIA/Wealth	Camp Rooker Wynn President	0.00% $23.9K	0.03% 10.0K shares	Q3 2025 Held for 2 months	$1.3B
Gladstone Institutional Advisory LLC RIA/Wealth	Kristopher Bonocore President	0.00% $38.6K	0.04% 16.1K shares	Q2 2025 Held for 5 months	$2.6B
Smallwood Wealth Investment Management, LLC RIA/Wealth	Brooks Frederick Burgum Managing Partner	0.00% $2.9K	0.00% 1.2K shares	Q1 2025 Held for 8 months	$194.6M

Hedge Fund Spotlight

Discover hedge funds investing in CHMI

GABLES CAPITAL MANAGEMENT INC.

Hedge Fund • Long/Short

Portfolio ManagerEric Michael Mckenna

Portfolio Value: $233.4M
Positions: 457
Last Reported: Q3 2025

Sector Allocation

Position in Cherry Hill Mortgage Investment

Market Value: $54.7K
Shares Held: 22.9K
Portfolio Weight: 0.02%
Owned Since: 2018-Q1

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