Whole-loan portfolios among insured depositories grew 1.1% during the third quarter, while those institutions pared their servicing-for-others activity by 0.2%. (Includes two data tables.)
Fannie Mae and Freddie Mac saw a combined 11.7% increase in securitization of high-balance loans that exceeded the national baseline limit of $726,200 for one-unit mortgages during the third quarter.
Freddie stood out as the only agency to do more single-family business in November than in the previous month, and some of that was because several top sellers shifted some GSE business away from Fannie.
Fannie, Freddie and Ginnie all saw sturdy increases in agency-eligible high-balance loans during the third quarter. The non-agency jumbo market remains significantly bigger, but production fell.
Annaly Capital Management remained the biggest REIT investor in the MBS market, but AGNC Investment gained a lot of ground in the third quarter. (Includes two data tables.)