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EFC

Ellington Financial

50 hedge funds and large institutions have $265M invested in Ellington Financial in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

0.97% more ownership

Funds ownership: 46.23%47.19% (+0.97%)

0% less capital invested

Capital invested by funds: $266M → $265M (-$747K)

7% less funds holding

Funds holding: 5450 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

95% less call options, than puts

Call options by funds: $22K | Put options by funds: $407K

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
5
Increased
17
Reduced
14
Closed
8
Calls
$22K
Puts
$407K
Net Calls
-$385K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$79.4M -$836K -48,334 -1%
SOMRS
2
State of Michigan Retirement System
Michigan
$26.5M -$90.3K -5,222 -0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21M
OA
4
Omega Advisors
New York
$21M
AFG
5
American Financial Group
Ohio
$18M
EMG
6
Ellington Management Group
Connecticut
$16.8M
BP
7
BBR Partners
New York
$14.6M
GIM
8
Greenwich Investment Management
Connecticut
$9.42M -$94.9K -5,487 -1%
WFI
9
West Family Investments
California
$7.58M
MOACM
10
Mutual of America Capital Management
New York
$6.86M +$184K +10,666 +3%
YMRC
11
Yorktown Management & Research Company
Virginia
$6M -$519K -30,000 -8%
GXMC
12
Global X Management Company
New York
$5.85M +$1.9M +109,778 +47%
Morgan Stanley
13
Morgan Stanley
New York
$4.67M -$1.09M -62,988 -19%
PTC
14
Petrus Trust Company
Texas
$4.28M
Bank of America
15
Bank of America
North Carolina
$3.89M +$7.68K +444 +0.2%
MWM
16
Merriman Wealth Management
Washington
$3.48M +$3.51M +202,850 New
RO
17
Reservoir Operations
New York
$3.14M
Citigroup
18
Citigroup
New York
$2.26M +$2.25M +129,881 +6,185%
Deutsche Bank
19
Deutsche Bank
Germany
$2.08M +$1.63M +94,359 +346%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.59M +$1.61M +93,000 New
UBS Group
21
UBS Group
Switzerland
$957K -$228K -13,205 -19%
BTS
22
BB&T Securities
Virginia
$689K -$53.9K -3,114 -7%
OIA
23
Optimum Investment Advisors
Illinois
$681K +$269K +15,535 +64%
WA
24
Wasatch Advisors
Utah
$615K -$543K -31,400 -47%
AIM
25
Anchor Investment Management
South Carolina
$553K -$43.2K -2,500 -7%

EFC Hedge Fund Activity: Q2 2016 in Review

50 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q2 2016, worth a combined $265M — down 0.28% from $266M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EFC and 5 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 17 added.

The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $3.51M. The largest seller was Morgan Stanley, cutting an estimated $1.09M.

  • 50 institutional investors held Ellington Financial (EFC) as of Q2 2016, down from 54 in Q1 2016.
  • Funds reported $265M of Ellington Financial stock for Q2 2016, down 0.28% quarter-over-quarter.
  • 5 funds opened new Ellington Financial positions in Q2 2016 and 8 closed out, a net change of -3 holders.
  • The largest Ellington Financial buyer in Q2 2016 was Merriman Wealth Management, an estimated $3.51M added.
  • The largest Ellington Financial seller in Q2 2016 was Morgan Stanley, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2016.