LongFNMAFeb 2026
Fannie Mae
With the Trump administration committed to privatization, we believe a simple re-listing of the GSEs on the NYSE can happen quickly, driving a significant re-rating of the…
FNMA
Which hedge funds are long FNMA?
1 published idea on Fannie Mae across 1 fund — 1 long and 0 short.
Fannie Mae hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Fannie Mae: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.