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EFC

Ellington Financial

44 hedge funds and large institutions have $218M invested in Ellington Financial in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $206M → $218M (+$12.1M)

0.82% more ownership

Funds ownership: 45.55%46.37% (+0.82%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2% less funds holding

Funds holding: 4544 (-1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $262K

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
4
Increased
16
Reduced
10
Closed
4
Calls
$1K
Puts
$262K
Net Calls
-$261K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
26
Anchor Investment Management
South Carolina
$328K -$27.9K -1,800 -8%
RJA
27
Raymond James & Associates
Florida
$321K +$41.7K +2,691 +15%
YMRC
28
Yorktown Management & Research Company
Virginia
$312K -$1.78M -115,000 -85%
SWM
29
Stockman Wealth Management
Montana
$254K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$212K +$20.9K +1,351 +11%
Wells Fargo
31
Wells Fargo
California
$202K +$15.1K +975 +8%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$185K +$183K +11,833 New
Northern Trust
33
Northern Trust
Illinois
$182K +$9.45K +610 +6%
MWM
34
Merriman Wealth Management
Washington
$179K -$24.8K -1,600 -12%
OIA
35
Optimum Investment Advisors
Illinois
$166K +$170 +11 +0.1%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$47K
AG
37
Advisor Group
Arizona
$33K -$7.75K -500 -20%
Barclays
38
Barclays
United Kingdom
$30K +$30.2K +1,946 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24K
AS
40
Altshuler Shaham
Israel
$23K +$9.79K +632 +75%
RE
41
RBC Europe
United Kingdom
$10.9K
SWM
42
SeaCrest Wealth Management
New York
$4K
QCIG
43
Quad-Cities Investment Group
Iowa
$4K +$3.1K +200 New
VF
44
Virtu Financial
New York
-$206K -13,933 Closed
Simplex Trading
45
Simplex Trading
Illinois
-$16.9K -1,092 -95%
Group One Trading
46
Group One Trading
Illinois
-$15K -1,000 Closed
IA
47
IFP Advisors
Florida
-$15K -1,000 Closed
CAC
48
Certified Advisory Corp
Florida
-$9K -661 Closed

EFC Hedge Fund Activity: Q2 2018 in Review

44 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q2 2018, worth a combined $218M — up 5.9% from $206M a quarter earlier.

Fund positioning in EFC was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 10 trimmed.

The largest buyer was Citigroup, adding an estimated $4M. The largest seller was Wellington Management Group, cutting an estimated $5.1M.

  • 44 institutional investors held Ellington Financial (EFC) as of Q2 2018, down from 45 in Q1 2018.
  • Funds reported $218M of Ellington Financial stock for Q2 2018, up 5.9% quarter-over-quarter.
  • 4 funds opened new Ellington Financial positions in Q2 2018 and 4 closed out, a net change of 0 holders.
  • The largest Ellington Financial buyer in Q2 2018 was Citigroup, an estimated $4M added.
  • The largest Ellington Financial seller in Q2 2018 was Wellington Management Group, an estimated $5.1M sold.

Based on aggregated 13F filings for Q2 2018.