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EFC

Ellington Financial

134 hedge funds and large institutions have $377M invested in Ellington Financial in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $2.78M | Put options by funds: $844K

47% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

0.24% less ownership

Funds ownership: 55.5%55.26% (-0.24%)

1% less funds holding

Funds holding: 136134 (-2)

23% less capital invested

Capital invested by funds: $489M → $377M (-$112M)

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
56
Reduced
38
Closed
13
Calls
$2.78M
Puts
$844K
Net Calls
+$1.94M
Net Calls Change
-$664K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$113M +$1.46M +97,749 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.4M +$932K +62,439 +2%
RGREA
3
Ranger Global Real Estate Advisors
Colorado
$29.6M -$577K -38,651 -1%
State Street
4
State Street
Massachusetts
$24.6M +$889K +59,557 +3%
Invesco
5
Invesco
Georgia
$23.5M -$807K -54,103 -3%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$15M +$565K +37,880 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.8M +$380K +25,460 +3%
EH
8
EMG Holdings
Connecticut
$10.5M
Northern Trust
9
Northern Trust
Illinois
$6.57M +$110K +7,403 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.88M +$392K +26,282 +5%
Morgan Stanley
11
Morgan Stanley
New York
$5.6M +$1.14M +76,451 +18%
CLG
12
Cooperman Leon G
$5.42M -$4.98M -333,700 -41%
MOACM
13
Mutual of America Capital Management
New York
$4.96M +$76.2K +5,108 +1%
Charles Schwab
14
Charles Schwab
California
$4.76M +$242K +16,223 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.21M -$5.55M -371,844 -50%
Bank of America
16
Bank of America
North Carolina
$4.13M +$159K +10,632 +3%
Principal Financial Group
17
Principal Financial Group
Iowa
$4M +$13.6K +910 +0.3%
WAM
18
Wolverine Asset Management
Illinois
$3.8M +$4.99M +334,341 New
BIM
19
Bridgecreek Investment Management
Oklahoma
$3.48M +$57.5K +3,850 +1%
UIC
20
Uniplan Investment Counsel
Wisconsin
$2.9M +$94.5K +6,332 +3%
VanEck Associates
21
VanEck Associates
New York
$2.89M -$503K -33,692 -12%
Ameriprise
22
Ameriprise
Minnesota
$2.69M -$71.4K -4,784 -2%
UBS Group
23
UBS Group
Switzerland
$2.2M -$57.5K -3,850 -2%
N
24
Nuveen
North Carolina
$2.09M -$79.6K -5,335 -3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$2.07M +$25.6K +1,715 +1%

EFC Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q3 2022, worth a combined $377M — down 23% from $489M a quarter earlier.

Fund positioning in EFC was balanced in Q3 2022: 13 funds opened new positions, 13 closed out, 56 added to existing stakes and 38 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $4.99M. The largest seller was JP Morgan Chase, cutting an estimated $5.55M.

  • 134 institutional investors held Ellington Financial (EFC) as of Q3 2022, down from 136 in Q2 2022.
  • Funds reported $377M of Ellington Financial stock for Q3 2022, down 23% quarter-over-quarter.
  • 13 funds opened new Ellington Financial positions in Q3 2022 and 13 closed out, a net change of 0 holders.
  • The largest Ellington Financial buyer in Q3 2022 was Wolverine Asset Management, an estimated $4.99M added.
  • The largest Ellington Financial seller in Q3 2022 was JP Morgan Chase, an estimated $5.55M sold.

Based on aggregated 13F filings for Q3 2022.