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EFC

Ellington Financial

68 hedge funds and large institutions have $310M invested in Ellington Financial in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

6% more funds holding

Funds holding: 6468 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $310M → $310M (-$442K)

0.47% less ownership

Funds ownership: 50.67%50.2% (-0.47%)

6% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.27M

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
20
Reduced
16
Closed
5
Calls
$2.14M
Puts
$2.27M
Net Calls
-$125K
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$65.3M -$4.38M -184,100 -6%
EMG
2
Ellington Management Group
Connecticut
$48.7M
MVP
3
Miller Value Partners
Florida
$40.7M +$167K +7,000 +0.4%
AFG
4
American Financial Group
Ohio
$25.3M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$21.6M +$8.74M +367,416 +69%
GIM
6
Greenwich Investment Management
Connecticut
$19.4M -$255K -10,716 -1%
CLG
7
Cooperman Leon G
$10.7M +$1.77M +74,470 +20%
YMRC
8
Yorktown Management & Research Company
Virginia
$9.73M +$1.56M +65,600 +19%
WFI
9
West Family Investments
California
$7.14M
MOACM
10
Mutual of America Capital Management
New York
$6.83M +$31.2K +1,310 +0.5%
PTC
11
Petrus Trust Company
Texas
$6M
Deutsche Bank
12
Deutsche Bank
Germany
$5.63M +$2.44M +102,500 +78%
Renaissance Technologies
13
Renaissance Technologies
New York
$5.45M +$2.37M +99,525 +78%
RO
14
Reservoir Operations
New York
$4.4M
BTS
15
BB&T Securities
Virginia
$3.35M +$6.14K +258 +2%
Morgan Stanley
16
Morgan Stanley
New York
$3.18M -$2.67M -112,061 -46%
CS
17
Credit Suisse
Switzerland
$3.15M +$146K +6,142 +5%
NI
18
Numeric Investors
Massachusetts
$2.81M -$19K -800 -0.7%
GEM
19
Global Endowment Management
North Carolina
$2.45M
GXMC
20
Global X Management Company
New York
$2.15M +$669K +28,123 +46%
Bank of America
21
Bank of America
North Carolina
$2.05M -$6.84M -287,468 -77%
EC
22
EJF Capital
Virginia
$1.68M +$238K +10,000 +17%
U
23
UBS
Switzerland
$1.36M -$69K -2,900 -5%
VHAM
24
Van Hulzen Asset Management
California
$907K -$23.8K -1,000 -3%
NCCM
25
Nine Chapters Capital Management
New Jersey
$850K +$842K +35,400 New

EFC Hedge Fund Activity: Q2 2014 in Review

68 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q2 2014, worth a combined $310M — down 0.14% from $310M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EFC positions and 5 closed out — a net gain of 4 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $8.74M. The largest seller was Bank of America, cutting an estimated $6.84M.

  • 68 institutional investors held Ellington Financial (EFC) as of Q2 2014, up from 64 in Q1 2014.
  • Funds reported $310M of Ellington Financial stock for Q2 2014, down 0.14% quarter-over-quarter.
  • 9 funds opened new Ellington Financial positions in Q2 2014 and 5 closed out, a net change of +4 holders.
  • The largest Ellington Financial buyer in Q2 2014 was Fidelity Investments, an estimated $8.74M added.
  • The largest Ellington Financial seller in Q2 2014 was Bank of America, an estimated $6.84M sold.

Based on aggregated 13F filings for Q2 2014.