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Douglas Elliman

165 hedge funds and large institutions have $158M invested in Douglas Elliman in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $158K | Put options by funds: $111K

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

2.03% less ownership

Funds ownership: 65.17%63.13% (-2%)

4% less funds holding

Funds holding: 171165 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

20% less capital invested

Capital invested by funds: $197M → $158M (-$39.3M)

Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
53
Reduced
55
Closed
29
Calls
$158K
Puts
$111K
Net Calls
+$47K
Net Calls Change
-$138K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$7.4K -$10.9K -2,742 -52%
PP
127
PFS Partners
New Jersey
$7.01K +$9.44K +2,367 New
ASN
128
Advisory Services Network
Georgia
$6.83K +$8 +2 +0.1%
SPIA
129
Steward Partners Investment Advisory
New York
$5.32K -$11.9K -2,992 -62%
US Bancorp
130
US Bancorp
Minnesota
$5.07K +$3.82K +957 +127%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$4.84K -$7.96K -1,997 -55%
PTC
132
Private Trust Company
Ohio
$4.69K
NSIM
133
North Star Investment Management
Illinois
$4.59K
HWA
134
HHM Wealth Advisors
Tennessee
$4.04K
TWM
135
Tradition Wealth Management
Minnesota
$4K
S
136
SignatureFD
Georgia
$3.31K -$2.38K -596 -35%
ECM
137
Estabrook Capital Management
New York
$2.9K
QCG
138
Quadrant Capital Group
Ohio
$2.17K -$4.61K -1,155 -61%
CHC
139
City Holding Co
West Virginia
$1.9K +$2.57K +644 New
EWA
140
EverSource Wealth Advisors
Alabama
$1.88K -$13.2K -3,310 -84%
SWM
141
Spire Wealth Management
Virginia
$1.76K
CFGS
142
Concourse Financial Group Securities
Alabama
$1.66K
AIP
143
Ahrens Investment Partners
Louisiana
$1.5K +$2.02K +506 New
NECFA
144
New England Capital Financial Advisors
Connecticut
$1.07K
AF
145
Allworth Financial
California
$1.05K -$13.4K -3,358 -90%
PFBT
146
Parkside Financial Bank & Trust
Missouri
$1.04K +$1.4K +351 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$1.03K +$231 +58 +20%
CSB
148
City State Bank
Iowa
$1K +$837 +210 New
CTA
149
Colonial Trust Advisors
South Carolina
$793 +$1.07K +268 New
IGWM
150
ICA Group Wealth Management
Colorado
$684

DOUG Hedge Fund Activity: Q1 2023 in Review

165 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Douglas Elliman (DOUG) for Q1 2023, worth a combined $158M — down 20% from $197M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of DOUG and 26 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, adding an estimated $1.66M. The largest seller was Renaissance Technologies, cutting an estimated $1.57M.

  • 165 institutional investors held Douglas Elliman (DOUG) as of Q1 2023, down from 171 in Q4 2022.
  • Funds reported $158M of Douglas Elliman stock for Q1 2023, down 20% quarter-over-quarter.
  • 26 funds opened new Douglas Elliman positions in Q1 2023 and 29 closed out, a net change of -3 holders.
  • The largest Douglas Elliman buyer in Q1 2023 was Citadel Advisors, an estimated $1.66M added.
  • The largest Douglas Elliman seller in Q1 2023 was Renaissance Technologies, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2023.