We are live on ! Find out more
EFC

Ellington Financial

158 hedge funds and large institutions have $500M invested in Ellington Financial in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 166158 (-8)

7.18% less ownership

Funds ownership: 56.5%49.32% (-7.2%)

12% less capital invested

Capital invested by funds: $570M → $500M (-$69.6M)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

31% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $4.51M

Holders
158
Holders Change
-8
Holders Change %
-4.82%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
56
Reduced
53
Closed
26
Calls
$3.11M
Puts
$4.51M
Net Calls
-$1.41M
Net Calls Change
+$288K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$159M +$5.71M +474,575 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$57.6M +$553K +45,979 +1%
State Street
3
State Street
Massachusetts
$34.3M +$1.17M +97,137 +4%
Invesco
4
Invesco
Georgia
$25.9M +$12.2M +1,011,304 +85%
EIP
5
Easterly Investment Partners
Massachusetts
$23.3M +$23.7M +1,975,137 New
PAIM
6
Punch & Associates Investment Management
Minnesota
$23.1M +$4.27M +355,512 +22%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.2M +$816K +67,912 +4%
EH
8
EMG Holdings
Connecticut
$10.9M
Morgan Stanley
9
Morgan Stanley
New York
$10.4M -$10.5M -871,361 -50%
Northern Trust
10
Northern Trust
Illinois
$8.51M -$348K -28,962 -4%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$7.93M -$10.6M -878,045 -57%
Charles Schwab
12
Charles Schwab
California
$7.72M -$53.3K -4,437 -0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.4M -$442K -36,740 -6%
RGREA
14
Ranger Global Real Estate Advisors
Colorado
$7.33M -$42.9M -3,569,342 -93%
VanEck Associates
15
VanEck Associates
New York
$6.71M +$764K +63,543 +13%
Principal Financial Group
16
Principal Financial Group
Iowa
$4.86M +$29.3K +2,434 +0.6%
JAM
17
Jacobs Asset Management
New York
$4.58M +$1.8M +150,000 +63%
UBS Group
18
UBS Group
Switzerland
$3.45M -$5.8M -482,370 -62%
MOACM
19
Mutual of America Capital Management
New York
$2.91M -$2.09M -173,585 -41%
GCM
20
Gator Capital Management
Florida
$2.89M -$440K -36,617 -13%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$2.73M +$482K +40,132 +21%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$2.72M +$10.7K +890 +0.4%
Ameriprise
23
Ameriprise
Minnesota
$2.68M -$357K -29,663 -12%
AA
24
AlphaCentric Advisors
Puerto Rico
$2.62M
Legal & General Group
25
Legal & General Group
United Kingdom
$2.44M +$8.44K +702 +0.3%

EFC Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q1 2024, worth a combined $500M — down 12% from $570M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of EFC and 20 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 56 added.

The largest buyer was Easterly Investment Partners, opening a new position worth an estimated $23.7M. The largest seller was Ranger Global Real Estate Advisors, cutting an estimated $42.9M.

  • 158 institutional investors held Ellington Financial (EFC) as of Q1 2024, down from 166 in Q4 2023.
  • Funds reported $500M of Ellington Financial stock for Q1 2024, down 12% quarter-over-quarter.
  • 20 funds opened new Ellington Financial positions in Q1 2024 and 26 closed out, a net change of -6 holders.
  • The largest Ellington Financial buyer in Q1 2024 was Easterly Investment Partners, an estimated $23.7M added.
  • The largest Ellington Financial seller in Q1 2024 was Ranger Global Real Estate Advisors, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2024.