We are live on ! Find out more
EFC

Ellington Financial

117 hedge funds and large institutions have $523M invested in Ellington Financial in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

24% more capital invested

Capital invested by funds: $421M → $523M (+$102M)

18% more funds holding

Funds holding: 99117 (+18)

2.42% more ownership

Funds ownership: 60.16%62.58% (+2.4%)

1% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $3.53M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
117
Holders Change
+18
Holders Change %
+18.18%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
34
Increased
43
Reduced
31
Closed
16
Calls
$3.49M
Puts
$3.53M
Net Calls
-$40K
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$162M +$74.3M +4,018,033 +91%
Vanguard Group
2
Vanguard Group
Pennsylvania
$51.5M +$9.82M +531,022 +25%
JP Morgan Chase
3
JP Morgan Chase
New York
$30.6M +$19M +1,026,870 +180%
State Street
4
State Street
Massachusetts
$28.8M +$11.8M +638,487 +75%
SOMRS
5
State of Michigan Retirement System
Michigan
$23.3M -$4.51M -243,848 -17%
EMG
6
Ellington Management Group
Connecticut
$16.3M +$11.8K +637 +0.1%
CLG
7
Cooperman Leon G
$14.6M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.6M +$109K +5,921 +0.8%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$9.68M +$9.34M +505,297 New
Northern Trust
10
Northern Trust
Illinois
$8.68M +$465K +25,168 +6%
MOACM
11
Mutual of America Capital Management
New York
$8.48M -$23.4K -1,264 -0.3%
Invesco
12
Invesco
Georgia
$8.48M +$6.73M +364,008 +463%
RGREA
13
Ranger Global Real Estate Advisors
Colorado
$8.03M -$37.5M -2,030,074 -83%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.29M +$4.11M +222,484 +140%
Morgan Stanley
15
Morgan Stanley
New York
$7.26M +$5.26M +284,635 +301%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$6.71M -$25.1M -1,360,000 -80%
VanEck Associates
17
VanEck Associates
New York
$6.34M +$843K +45,632 +16%
Prudential Financial
18
Prudential Financial
New Jersey
$6.21M +$640K +34,632 +12%
Marshall Wace
19
Marshall Wace
United Kingdom
$5.85M +$5.65M +305,614 New
Principal Financial Group
20
Principal Financial Group
Iowa
$5.8M +$5.6M +302,710 New
Charles Schwab
21
Charles Schwab
California
$5.68M +$64.5K +3,487 +1%
CS
22
Credit Suisse
Switzerland
$5.64M -$167K -9,030 -3%
UBS Group
23
UBS Group
Switzerland
$4.82M +$892K +48,259 +24%
Bank of America
24
Bank of America
North Carolina
$4.58M +$1.39M +75,100 +46%
Ameriprise
25
Ameriprise
Minnesota
$4.14M +$3.76M +203,215 +1,567%

EFC Hedge Fund Activity: Q2 2021 in Review

117 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q2 2021, worth a combined $523M — up 24% from $421M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EFC positions and 16 closed out — a net gain of 18 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $74.3M. The largest seller was Ranger Global Real Estate Advisors, cutting an estimated $37.5M.

  • 117 institutional investors held Ellington Financial (EFC) as of Q2 2021, up from 99 in Q1 2021.
  • Funds reported $523M of Ellington Financial stock for Q2 2021, up 24% quarter-over-quarter.
  • 34 funds opened new Ellington Financial positions in Q2 2021 and 16 closed out, a net change of +18 holders.
  • The largest Ellington Financial buyer in Q2 2021 was BlackRock, an estimated $74.3M added.
  • The largest Ellington Financial seller in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2021.