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EFC

Ellington Financial

46 hedge funds and large institutions have $259M invested in Ellington Financial in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

1% less capital invested

Capital invested by funds: $261M → $259M (-$2M)

0.96% less ownership

Funds ownership: 51.65%50.69% (-0.96%)

12% less funds holding

Funds holding: 5246 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $242K

Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
4
Increased
16
Reduced
11
Closed
9
Calls
Puts
$242K
Net Calls
-$242K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$71.8M +$267K +16,795 +0.4%
SOMRS
2
State of Michigan Retirement System
Michigan
$24.5M
OA
3
Omega Advisors
New York
$20.1M +$263K +16,595 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$19.4M
AFG
5
American Financial Group
Ohio
$16.6M
EMG
6
Ellington Management Group
Connecticut
$16.5M
BP
7
BBR Partners
New York
$14.1M +$123K +7,739 +0.9%
RGREA
8
Ranger Global Real Estate Advisors
Colorado
$11.1M
Citigroup
9
Citigroup
New York
$8.03M +$1.23M +77,267 +18%
GXMC
10
Global X Management Company
New York
$7.47M +$1.01M +63,790 +16%
MWM
11
Merriman Wealth Management
Washington
$7M +$82.5K +5,200 +1%
WFI
12
West Family Investments
California
$7M
MOACM
13
Mutual of America Capital Management
New York
$6.57M +$8.19K +516 +0.1%
Morgan Stanley
14
Morgan Stanley
New York
$5.22M +$461K +29,027 +10%
PTC
15
Petrus Trust Company
Texas
$3.96M
RO
16
Reservoir Operations
New York
$2.9M
Deutsche Bank
17
Deutsche Bank
Germany
$2.69M -$3.36M -211,500 -55%
YMRC
18
Yorktown Management & Research Company
Virginia
$2.14M
T
19
Tahithromos
New York
$1.92M +$520K +32,752 +37%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.69M -$1.14M -71,515 -40%
GIM
21
Greenwich Investment Management
Connecticut
$1.31M -$2.81M -177,231 -68%
Bank of America
22
Bank of America
North Carolina
$817K -$30.1K -1,895 -4%
UBS Group
23
UBS Group
Switzerland
$719K -$143K -9,002 -17%
GCP
24
GSA Capital Partners
United Kingdom
$617K +$619K +38,981 New
BTS
25
BB&T Securities
Virginia
$616K +$5.38K +339 +0.9%

EFC Hedge Fund Activity: Q1 2017 in Review

46 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q1 2017, worth a combined $259M — down 0.77% from $261M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EFC and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 16 added.

The largest buyer was Citigroup, adding an estimated $1.23M. The largest seller was Robertson Stephens Advisors, exiting entirely with an estimated $4.03M sold.

  • 46 institutional investors held Ellington Financial (EFC) as of Q1 2017, down from 52 in Q4 2016.
  • Funds reported $259M of Ellington Financial stock for Q1 2017, down 0.77% quarter-over-quarter.
  • 4 funds opened new Ellington Financial positions in Q1 2017 and 9 closed out, a net change of -5 holders.
  • The largest Ellington Financial buyer in Q1 2017 was Citigroup, an estimated $1.23M added.
  • The largest Ellington Financial seller in Q1 2017 was Robertson Stephens Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q1 2017.