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EFC

Ellington Financial

146 hedge funds and large institutions have $402M invested in Ellington Financial in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

9% more funds holding

Funds holding: 134146 (+12)

7% more capital invested

Capital invested by funds: $377M → $402M (+$24.7M)

1.2% less ownership

Funds ownership: 55.26%54.05% (-1.2%)

92% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $25.9M

Holders
146
Holders Change
+12
Holders Change %
+8.96%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
57
Reduced
38
Closed
11
Calls
$2.12M
Puts
$25.9M
Net Calls
-$23.7M
Net Calls Change
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$132M +$9.48M +726,532 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.2M +$1.2M +92,297 +3%
State Street
3
State Street
Massachusetts
$28.9M +$2.31M +177,157 +8%
RGREA
4
Ranger Global Real Estate Advisors
Colorado
$25.9M -$4.2M -322,236 -12%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$16.3M +$77.9K +5,971 +0.5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$13.2M +$428K +32,813 +3%
Invesco
7
Invesco
Georgia
$13.1M -$13.2M -1,012,186 -49%
EH
8
EMG Holdings
Connecticut
$11.5M
Morgan Stanley
9
Morgan Stanley
New York
$7.62M +$1.61M +123,129 +25%
Northern Trust
10
Northern Trust
Illinois
$7.31M +$166K +12,713 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.18M -$219K -16,790 -3%
CLG
12
Cooperman Leon G
$5.52M -$391K -30,000 -6%
Charles Schwab
13
Charles Schwab
California
$5.37M +$199K +15,253 +4%
MOACM
14
Mutual of America Capital Management
New York
$5.18M -$235K -18,015 -4%
Principal Financial Group
15
Principal Financial Group
Iowa
$4.34M -$7.36K -564 -0.2%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.54M -$1.09M -83,668 -23%
VanEck Associates
17
VanEck Associates
New York
$3.37M +$233K +17,891 +7%
UIC
18
Uniplan Investment Counsel
Wisconsin
$3.08M -$80.6K -6,179 -2%
UBS Group
19
UBS Group
Switzerland
$3.06M +$706K +54,138 +28%
Bank of America
20
Bank of America
North Carolina
$2.93M -$1.65M -126,687 -35%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$2.89M +$901K +69,070 +42%
Ameriprise
22
Ameriprise
Minnesota
$2.82M -$108K -8,309 -4%
WAM
23
Wolverine Asset Management
Illinois
$2.49M -$1.73M -132,950 -40%
AllianceBernstein
24
AllianceBernstein
Tennessee
$2.25M +$1.54K +118 +0.1%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$2.22M +$117K +8,982 +5%

EFC Hedge Fund Activity: Q4 2022 in Review

146 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q4 2022, worth a combined $402M — up 6.6% from $377M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EFC positions and 11 closed out — a net gain of 13 holders — while 57 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $9.48M. The largest seller was Invesco, cutting an estimated $13.2M.

  • 146 institutional investors held Ellington Financial (EFC) as of Q4 2022, up from 134 in Q3 2022.
  • Funds reported $402M of Ellington Financial stock for Q4 2022, up 6.6% quarter-over-quarter.
  • 24 funds opened new Ellington Financial positions in Q4 2022 and 11 closed out, a net change of +13 holders.
  • The largest Ellington Financial buyer in Q4 2022 was BlackRock, an estimated $9.48M added.
  • The largest Ellington Financial seller in Q4 2022 was Invesco, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2022.