HE
Hovde Eric D Historical SEC 13F Holdings & Archive (Q3 2013)
Hovde Eric DCIK: 0001019973
Momentum followerQuality / disciplined sizingLong-term holder
Total reported value
$3.6M
Reporting period: 2013-09-30 · Number of holdings: 9
HOVDE ERIC D disclosed 9 holdings in its latest 13F filing for the period ending 2013-09-30, with total reported value of $3.6M and a quarterly turnover rate of 18.2%.
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Personality snowflake
- Concentration
- 51.89
- Portfolio Stability
- 18.23
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 18
- Sizing Uniformity
- 95.66
Sector classification currently covers about 18% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim ANH
+0.4% -$92.0K
Trim ADC
-16.7% -$52.0K
Add TBT
0.0% $23.0K
Trim IVREUR
+1.2% -$41.0K
Add ASRV
-0.8% $24.0K
Add ASB
+15.0% $21.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVREUR | Invesco Mortgage Capital | Stock-Other | 18.16% | -0.78% | +1.20% | |
| 2 | TBT | Proshares Ultrashort 20+y Tr | ETF-Other | 16.92% | +0.96% | — | |
| 3 | ANH | Anworth Mortgage Asset CORP | Stock-Other | 16.69% | -2.22% | +0.44% | |
| 4 | ASB | Associated Banc-Corp | Stock-Financials | 9.64% | +0.76% | +15.00% | |
| 5 | MFAUSD | Mfa Financial Inc | Stock-Other | 9.22% | -0.32% | +7.32% | |
| 6 | NLYEUR | Annaly Capital Management In | Stock-Other | 9.11% | -0.59% | — | |
| 7 | ADC | Agree Realty CORP | Stock-Real Estate | 8.49% | -1.27% | -16.67% | |
| 8 | ✓ | Two Riv Bancorp | Stock-Other | 6.32% | +6.32% | NEW | |
| 9 | ASRV | Ameriserv Financial Inc | Stock-Other | 5.45% | +0.76% | -0.81% |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Hovde Eric D's most significant position changes for 2013-09-30: New buy: Two Riv Bancorp; Sold out: First Solar, Inc. (FSLR); Add: Anworth Mortgage Asset CORP (ANH) — shares +0.44%; Trim: Agree Realty CORP (ADC) — shares -16.67%; Add: Invesco Mortgage Capital (IVREUR) — shares +1.20%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TBT | Proshares Ultrashort 20+y Tr | +1% | — | Unchanged |
| 2 | ASRV | Ameriserv Financial Inc | +0.8% | -0.81% | Trim |
| 3 | ASB | Associated Banc-Corp | +0.8% | +15.00% | Add |
| 4 | MFAUSD | Mfa Financial Inc | -0.3% | +7.32% | Add |
| 5 | NLYEUR | Annaly Capital Management In | -0.6% | — | Unchanged |
| 6 | IVREUR | Invesco Mortgage Capital | -0.8% | +1.20% | Add |
| 7 | ADC | Agree Realty CORP | -1.3% | -16.67% | Trim |
| 8 | ANH | Anworth Mortgage Asset CORP | -2.2% | +0.44% | Add |
| 9 | ✓ | Two Riv Bancorp | — | NEW | New buy |
| 10 | FSLR | First Solar, Inc. | — | EXIT | Sold out |
Filing History
FAQ
What is Hovde Eric D and what type of investor is it?
Hovde Eric D is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2013-09-30), the firm manages a tracked equity portfolio valued at approximately $3.6M, spread across 9 disclosed positions.
What are Hovde Eric D's largest equity positions?
Based on the latest 13F filing, Hovde Eric D's top holdings by market value are:
1. Invesco Mortgage Capital (IVREUR) — $646.0K (18.2%)
2. Proshares Ultrashort 20+y Tr (TBT) — $602.0K (16.9%)
3. Anworth Mortgage Asset CORP (ANH) — $594.0K (16.7%)
4. Associated Banc-Corp (ASB) — $343.0K (9.6%)
5. Mfa Financial Inc (MFAUSD) — $328.0K (9.2%)
What changes did Hovde Eric D make in its most recent portfolio filing?
In the latest reported quarter, Hovde Eric D made 8 notable position adjustments: 1 new positions were initiated, 4 existing holdings were added to, 2 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Two Riv Bancorp; Sold out: First Solar, Inc. (FSLR); Add: Anworth Mortgage Asset CORP (ANH) — shares +0.44%; Trim: Agree Realty CORP (ADC) — shares -16.67%; Add: Invesco Mortgage Capital (IVREUR) — shares +1.20%
What sectors does Hovde Eric D focus on?
Hovde Eric D is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 53.2%
• Real Estate: 46.8%
Investment Profile
Hovde Eric D's portfolio is moderately concentrated and long-term-holding, with 53.2% of the portfolio concentrated in Financials.
Its turnover score has risen from 0 to 18 over the past 1 quarters — a shift toward more active trading.
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