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Douglas Elliman

121 hedge funds and large institutions have $43.3M invested in Douglas Elliman in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.27% less ownership

Funds ownership: 48.08%40.8% (-7.3%)

14% less funds holding

Funds holding: 140121 (-19)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

38% less capital invested

Capital invested by funds: $69.6M → $43.3M (-$26.3M)

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
121
Holders Change
-19
Holders Change %
-13.57%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
29
Reduced
39
Closed
43
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Atria Investments
North Carolina
$14.6K +$15.8K +12,572 New
Creative Planning
77
Creative Planning
Kansas
$13.9K
Victory Capital Management
78
Victory Capital Management
Texas
$13.4K -$275K -218,486 -95%
ProShare Advisors
79
ProShare Advisors
Maryland
$12.6K -$4.67K -3,708 -25%
SA
80
SpiderRock Advisors
Delaware
$12.4K
UCFA
81
United Capital Financial Advisors
Texas
$11.7K +$12.7K +10,075 New
Simplex Trading
82
Simplex Trading
Illinois
$10K -$6.89K -5,472 -39%
FHA
83
First Horizon Advisors
Tennessee
$9.33K -$471 -374 -4%
Group One Trading
84
Group One Trading
Illinois
$8.56K
SS
85
Sunbelt Securities
Texas
$8.35K +$9.06K +7,194 New
PP
86
PFS Partners
New Jersey
$8.29K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$7.07K +$1.07K +851 +16%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$7K -$3.64K -2,893 -34%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$5.57K
UIA
90
Ulland Investment Advisors
Minnesota
$5K +$5.04K +4,000 New
Macquarie Group
91
Macquarie Group
Australia
$4.79K +$5.2K +4,130 New
Osaic Holdings
92
Osaic Holdings
Arizona
$4.68K -$86.6K -68,788 -94%
LC
93
Lindbrook Capital
California
$2.65K
SPIA
94
Steward Partners Investment Advisory
New York
$2.1K -$630 -500 -22%
NSIM
95
North Star Investment Management
Illinois
$1.8K
HWA
96
HHM Wealth Advisors
Tennessee
$1.58K
SWM
97
Spire Wealth Management
Virginia
$1.35K
TWP
98
Triad Wealth Partners
Kansas
$1.26K +$1.37K +1,086 New
ECM
99
Estabrook Capital Management
New York
$1.14K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.39K +1,105 +22,100%

DOUG Hedge Fund Activity: Q2 2024 in Review

121 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Douglas Elliman (DOUG) for Q2 2024, worth a combined $43.3M — down 38% from $69.6M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of DOUG and 24 opened new positions — a net loss of 19 holders — while 39 trimmed existing stakes and 29 added.

The largest buyer was Clearline Capital, adding an estimated $4.19M. The largest seller was BlackRock, cutting an estimated $5.63M.

  • 121 institutional investors held Douglas Elliman (DOUG) as of Q2 2024, down from 140 in Q1 2024.
  • Funds reported $43.3M of Douglas Elliman stock for Q2 2024, down 38% quarter-over-quarter.
  • 24 funds opened new Douglas Elliman positions in Q2 2024 and 43 closed out, a net change of -19 holders.
  • The largest Douglas Elliman buyer in Q2 2024 was Clearline Capital, an estimated $4.19M added.
  • The largest Douglas Elliman seller in Q2 2024 was BlackRock, an estimated $5.63M sold.

Based on aggregated 13F filings for Q2 2024.