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EFC

Ellington Financial

64 hedge funds and large institutions have $341M invested in Ellington Financial in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $308M → $341M (+$33.1M)

4.2% more ownership

Funds ownership: 45.01%49.21% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 6664 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

100% less call options, than puts

Call options by funds: $12K | Put options by funds: $4.42M

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
10
Increased
11
Reduced
20
Closed
12
Calls
$12K
Puts
$4.42M
Net Calls
-$4.4M
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$71M +$391K +19,165 +0.5%
EMG
2
Ellington Management Group
Connecticut
$40.5M
SOMRS
3
State of Michigan Retirement System
Michigan
$30.9M +$31.6M +1,550,000 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$23.8M
OA
5
Omega Advisors
New York
$22.8M -$32.6K -1,600 -0.1%
AFG
6
American Financial Group
Ohio
$21M
BTS
7
BB&T Securities
Virginia
$14.3M +$663K +32,533 +83%
GIM
8
Greenwich Investment Management
Connecticut
$13.7M -$311K -15,231 -2%
Citigroup
9
Citigroup
New York
$9.84M +$4.51M +221,260 +81%
WAM
10
Wolverine Asset Management
Illinois
$9.72M +$4.45M +218,174 +81%
WFI
11
West Family Investments
California
$8.81M
YMRC
12
Yorktown Management & Research Company
Virginia
$8.47M
BP
13
BBR Partners
New York
$8.35M +$8M +392,083 +1,442%
Morgan Stanley
14
Morgan Stanley
New York
$7.54M -$1.53M -75,010 -17%
MOACM
15
Mutual of America Capital Management
New York
$7.14M +$315K +15,438 +5%
PTC
16
Petrus Trust Company
Texas
$4.98M
RO
17
Reservoir Operations
New York
$3.65M
Goldman Sachs
18
Goldman Sachs
New York
$3.44M -$1.91M -93,503 -35%
Bank of America
19
Bank of America
North Carolina
$3.15M +$41.5K +2,036 +1%
WA
20
Whitebox Advisors
Minnesota
$2.99M
Deutsche Bank
21
Deutsche Bank
Germany
$2.36M -$1.05M -51,400 -30%
EC
22
EJF Capital
Virginia
$2.29M
MIG
23
Mariner Investment Group
New York
$2.11M -$591K -29,000 -21%
SC
24
Selz Capital
New York
$1.99M +$2.04M +100,000 New
BCM
25
Beck Capital Management
Texas
$1.77M +$1.81M +88,758 New

EFC Hedge Fund Activity: Q1 2015 in Review

64 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q1 2015, worth a combined $341M — up 11% from $308M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EFC and 10 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was State of Michigan Retirement System, opening a new position worth an estimated $31.6M. The largest seller was Global X Management Company, exiting entirely with an estimated $4.54M sold.

  • 64 institutional investors held Ellington Financial (EFC) as of Q1 2015, down from 66 in Q4 2014.
  • Funds reported $341M of Ellington Financial stock for Q1 2015, up 11% quarter-over-quarter.
  • 10 funds opened new Ellington Financial positions in Q1 2015 and 12 closed out, a net change of -2 holders.
  • The largest Ellington Financial buyer in Q1 2015 was State of Michigan Retirement System, an estimated $31.6M added.
  • The largest Ellington Financial seller in Q1 2015 was Global X Management Company, an estimated $4.54M sold.

Based on aggregated 13F filings for Q1 2015.