Ellsworth Growth & Income Fund
ECF
38 hedge funds and large institutions have $65.4M invested in Ellsworth Growth & Income Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
21% more capital invested
Capital invested by funds: $53.9M → $65.4M (+$11.6M)
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
12% more funds holding
Funds holding: 34 → 38 (+4)
0.4% more ownership
Funds ownership: 35.31% → 35.71% (+0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$859K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$713K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$605K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$572K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.36M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$483K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$256K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$206K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$181K |
ECF Hedge Fund Activity: Q4 2020 in Review
38 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ellsworth Growth & Income Fund (ECF) for Q4 2020, worth a combined $65.4M — up 21% from $53.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ECF positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $859K. The largest seller was Wells Fargo, cutting an estimated $2.36M.
- 38 institutional investors held Ellsworth Growth & Income Fund (ECF) as of Q4 2020, up from 34 in Q3 2020.
- Funds reported $65.4M of Ellsworth Growth & Income Fund stock for Q4 2020, up 21% quarter-over-quarter.
- 7 funds opened new Ellsworth Growth & Income Fund positions in Q4 2020 and 3 closed out, a net change of +4 holders.
- The largest Ellsworth Growth & Income Fund buyer in Q4 2020 was Morgan Stanley, an estimated $859K added.
- The largest Ellsworth Growth & Income Fund seller in Q4 2020 was Wells Fargo, an estimated $2.36M sold.
Based on aggregated 13F filings for Q4 2020.