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EFC

Ellington Financial

124 hedge funds and large institutions have $574M invested in Ellington Financial in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

52% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $2.52M

10% more capital invested

Capital invested by funds: $523M → $574M (+$50.6M)

6% more funds holding

Funds holding: 117124 (+7)

0.04% more ownership

Funds ownership: 62.58%62.62% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
32
Closed
12
Calls
$3.83M
Puts
$2.52M
Net Calls
+$1.31M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$175M +$20M +1,088,421 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$55.3M +$6.18M +336,536 +13%
RGREA
3
Ranger Global Real Estate Advisors
Colorado
$36.1M +$28.5M +1,554,362 +371%
State Street
4
State Street
Massachusetts
$28.2M +$660K +35,968 +2%
SOMRS
5
State of Michigan Retirement System
Michigan
$22.3M
Millennium Management
6
Millennium Management
New York
$21.2M +$18.2M +990,742 +597%
Invesco
7
Invesco
Georgia
$21M +$13M +706,315 +160%
EH
8
EMG Holdings
Connecticut
$16.2M +$16.3M +888,260 New
JP Morgan Chase
9
JP Morgan Chase
New York
$16.2M -$13.1M -712,682 -45%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.3M +$1.33M +72,347 +10%
CLG
11
Cooperman Leon G
$13.9M
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$9.68M +$437K +23,829 +5%
Northern Trust
13
Northern Trust
Illinois
$9.11M +$818K +44,565 +10%
MOACM
14
Mutual of America Capital Management
New York
$8.08M -$20.2K -1,102 -0.2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.62M +$652K +35,536 +9%
VanEck Associates
16
VanEck Associates
New York
$7.15M +$1.1M +60,030 +18%
Prudential Financial
17
Prudential Financial
New Jersey
$6.09M +$161K +8,793 +3%
Principal Financial Group
18
Principal Financial Group
Iowa
$5.95M +$413K +22,494 +7%
Charles Schwab
19
Charles Schwab
California
$5.92M +$498K +27,144 +9%
CS
20
Credit Suisse
Switzerland
$5.55M +$149K +8,102 +3%
UBS Group
21
UBS Group
Switzerland
$5.3M +$697K +37,990 +15%
Morgan Stanley
22
Morgan Stanley
New York
$5.1M -$1.84M -100,051 -26%
Wells Fargo
23
Wells Fargo
California
$4.17M +$1.45M +79,227 +53%
Ameriprise
24
Ameriprise
Minnesota
$4.03M +$74.6K +4,067 +2%
Bank of America
25
Bank of America
North Carolina
$3.31M -$1.07M -58,263 -24%

EFC Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q3 2021, worth a combined $574M — up 9.7% from $523M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EFC positions and 12 closed out — a net gain of 8 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, adding an estimated $28.5M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.

  • 124 institutional investors held Ellington Financial (EFC) as of Q3 2021, up from 117 in Q2 2021.
  • Funds reported $574M of Ellington Financial stock for Q3 2021, up 9.7% quarter-over-quarter.
  • 20 funds opened new Ellington Financial positions in Q3 2021 and 12 closed out, a net change of +8 holders.
  • The largest Ellington Financial buyer in Q3 2021 was Ranger Global Real Estate Advisors, an estimated $28.5M added.
  • The largest Ellington Financial seller in Q3 2021 was JP Morgan Chase, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2021.