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ELME

Elme Communities
ELME

210 hedge funds and large institutions have $2.06B invested in Elme Communities in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $383K | Put options by funds: $215K

13% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 62

0% less funds holding

Funds holding: 211 → 210 (-1)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

4.04% less ownership

Funds ownership: 88.21% → 84.17% (-4%)

7% less capital invested

Capital invested by funds: $2.22B → $2.06B (-$166M)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
4.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
70
Reduced
62
Closed
27
Calls
$383K
Puts
$215K
Net Calls
+$168K
Net Calls Change
-$445K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$12.5M
3
BlackRock
BlackRock
New York
+$9.22M
4
Victory Capital Management
Victory Capital Management
Texas
+$7.48M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6M

Top Sellers

1
Invesco
Invesco
Georgia
-$39.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$28.3M
3
RC
Resolution Capital
Australia
-$22.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
5
Axa
Axa
France
-$6.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
176
First Interstate Bank
Montana
$62K – – –
NSIM
177
North Star Investment Management
Illinois
$60K +$48.7K +1,500 +353%
II
178
Inspire Investing
Idaho
$53K +$55.7K +1,716 New
ASN
179
Advisory Services Network
Georgia
$48K -$1.17K -36 -2%
PAM
180
Panagora Asset Management
Massachusetts
$44K – – –
AG
181
Advisor Group
Arizona
$40K -$4.77K -147 -10%
ST
182
Smithfield Trust
Pennsylvania
$38K – – –
GT
183
Glenmede Trust
Pennsylvania
$37K -$4.22K -130 -10%
PA
184
Parallel Advisors
California
$37K – – –
AIS
185
Accurate Investment Solutions
Pennsylvania
$30K – – –
QAM
186
QCI Asset Management
New York
$28K – – –
HNB
187
Huntington National Bank
Ohio
$25K +$3.25K +100 +14%
QCG
188
Quadrant Capital Group
Ohio
$24K – – –
AF
189
Advisornet Financial
Minnesota
$22K +$23.2K +716 New
BAM
190
Barrett Asset Management
New York
$17K +$1.07K +33 +7%
LWA
191
Lowe Wealth Advisors
Maryland
$16K – – –
GWS
192
Glassman Wealth Services
Virginia
$15K – – –
LA
193
Legacy Advisors
Pennsylvania
$12K +$13K +400 New
SWM
194
SeaCrest Wealth Management
New York
$9K +$9.74K +300 New
FHA
195
First Horizon Advisors
Tennessee
$7K -$6.07K -187 -44%
AF
196
Allworth Financial
California
$6K – – –
THWM
197
Taylor Hoffman Wealth Management
Virginia
$6K +$6.49K +200 New
JFA
198
JNBA Financial Advisors
Minnesota
$3K – – –
WAP
199
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
SIS
200
Sound Income Strategies
Florida
$3K +$3.47K +107 New
6 7
8
9 10

ELME Hedge Fund Activity: Q4 2017 in Review

210 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Elme Communities (ELME) for Q4 2017, worth a combined $2.06B — down 7.4% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ELME and 26 opened new positions — a net loss of 1 holder — while 62 trimmed existing stakes and 70 added.

The largest buyer was Fidelity Investments, adding an estimated $20.8M. The largest seller was Invesco, cutting an estimated $39.7M.

  • 210 institutional investors held Elme Communities (ELME) as of Q4 2017, down from 211 in Q3 2017.
  • Funds reported $2.06B of Elme Communities stock for Q4 2017, down 7.4% quarter-over-quarter.
  • 26 funds opened new Elme Communities positions in Q4 2017 and 27 closed out, a net change of -1 holder.
  • The largest Elme Communities buyer in Q4 2017 was Fidelity Investments, an estimated $20.8M added.
  • The largest Elme Communities seller in Q4 2017 was Invesco, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2017.