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EFC

Ellington Financial

56 hedge funds and large institutions have $263M invested in Ellington Financial in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 4656 (+10)

2% more capital invested

Capital invested by funds: $259M → $263M (+$4.68M)

0.07% less ownership

Funds ownership: 50.69%50.62% (-0.07%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $267K

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
16
Reduced
17
Closed
1
Calls
Puts
$267K
Net Calls
-$267K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$56.8M -$17M -1,028,809 -23%
SOMRS
2
State of Michigan Retirement System
Michigan
$25M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$24.7M +$4.86M +294,734 +24%
OA
4
Omega Advisors
New York
$20.5M
AFG
5
American Financial Group
Ohio
$17M
EMG
6
Ellington Management Group
Connecticut
$16.9M
BP
7
BBR Partners
New York
$14.4M
RGREA
8
Ranger Global Real Estate Advisors
Colorado
$11.1M -$330K -20,000 -3%
GXMC
9
Global X Management Company
New York
$8.07M +$429K +26,023 +6%
Citigroup
10
Citigroup
New York
$7.75M -$481K -29,126 -6%
WFI
11
West Family Investments
California
$7.17M
MOACM
12
Mutual of America Capital Management
New York
$6.78M +$49.4K +2,993 +0.7%
MWM
13
Merriman Wealth Management
Washington
$6.19M -$996K -60,384 -14%
Morgan Stanley
14
Morgan Stanley
New York
$5.72M +$379K +22,949 +7%
UBS Group
15
UBS Group
Switzerland
$5.66M +$5.01M +303,515 +669%
Deutsche Bank
16
Deutsche Bank
Germany
$4.26M +$1.53M +93,000 +55%
RO
17
Reservoir Operations
New York
$2.97M
PTC
18
Petrus Trust Company
Texas
$2.52M -$1.56M -94,550 -38%
Renaissance Technologies
19
Renaissance Technologies
New York
$2.48M +$768K +46,523 +44%
YMRC
20
Yorktown Management & Research Company
Virginia
$2.19M
T
21
Tahithromos
New York
$1.97M +$6.6K +400 +0.3%
GIM
22
Greenwich Investment Management
Connecticut
$1.28M -$59.5K -3,606 -4%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$1.27M +$986K +59,788 +319%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$1.25M +$1.27M +76,832 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1M +$1.02M +61,990 New

EFC Hedge Fund Activity: Q2 2017 in Review

56 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q2 2017, worth a combined $263M — up 1.8% from $259M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EFC positions and 1 closed out — a net gain of 10 holders — while 16 added to existing stakes and 17 trimmed.

The largest buyer was UBS Group, adding an estimated $5.01M. The largest seller was Wellington Management Group, cutting an estimated $17M.

  • 56 institutional investors held Ellington Financial (EFC) as of Q2 2017, up from 46 in Q1 2017.
  • Funds reported $263M of Ellington Financial stock for Q2 2017, up 1.8% quarter-over-quarter.
  • 11 funds opened new Ellington Financial positions in Q2 2017 and 1 closed out, a net change of +10 holders.
  • The largest Ellington Financial buyer in Q2 2017 was UBS Group, an estimated $5.01M added.
  • The largest Ellington Financial seller in Q2 2017 was Wellington Management Group, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2017.