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ELME

Elme Communities

203 hedge funds and large institutions have $2.07B invested in Elme Communities in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.28M

13% more capital invested

Capital invested by funds: $1.84B → $2.07B (+$231M)

0.97% more ownership

Funds ownership: 85.8%86.77% (+0.97%)

5% less funds holding

Funds holding: 213203 (-10)

22% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 72

32% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 31

Holders
203
Holders Change
-10
Holders Change %
-4.69%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
56
Reduced
72
Closed
31
Calls
$1.8M
Puts
$1.28M
Net Calls
+$519K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$345M -$14.8M -515,670 -4%
BlackRock
2
BlackRock
New York
$239M +$8.58M +299,981 +4%
Invesco
3
Invesco
Georgia
$196M +$43.4M +1,516,749 +31%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$120M +$8.75M +305,943 +8%
TIM
5
Thornburg Investment Management
New Mexico
$90.2M
Victory Capital Management
6
Victory Capital Management
Texas
$83.5M +$7.59M +265,248 +11%
State Street
7
State Street
Massachusetts
$78.9M -$1.68M -58,857 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$68.1M +$6.4M +223,660 +11%
Renaissance Technologies
9
Renaissance Technologies
New York
$61.2M -$3.24M -113,100 -5%
Macquarie Group
10
Macquarie Group
Australia
$58.6M -$4.5M -157,219 -8%
Northern Trust
11
Northern Trust
Illinois
$56.3M -$969K -33,884 -2%
N
12
Nuveen
North Carolina
$51.5M -$539K -18,843 -1%
RC
13
Resolution Capital
Australia
$50.2M +$17.3M +605,070 +58%
Wells Fargo
14
Wells Fargo
California
$41M +$2.24M +78,178 +6%
ACM
15
AEW Capital Management
Massachusetts
$39.4M -$5.54M -193,500 -13%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$36.7M +$742K +25,938 +2%
Charles Schwab
17
Charles Schwab
California
$34.1M +$1.52M +53,099 +5%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$33.2M +$145K +5,085 +0.5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$27.2M +$1.51M +52,649 +6%
Norges Bank
20
Norges Bank
Norway
$27M +$978K +34,188 +4%
HRES
21
Heitman Real Estate Securities
Illinois
$24.9M +$2.76M +96,323 +14%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.8M -$341K -11,928 -2%
Bank of America
23
Bank of America
North Carolina
$16.8M -$787K -27,522 -5%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$15.4M +$554K +19,374 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.9M -$1.11M -38,744 -7%

ELME Hedge Fund Activity: Q2 2018 in Review

203 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Elme Communities (ELME) for Q2 2018, worth a combined $2.07B — up 13% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ELME and 21 opened new positions — a net loss of 10 holders — while 72 trimmed existing stakes and 56 added.

The largest buyer was Invesco, adding an estimated $43.4M. The largest seller was Vanguard Group, cutting an estimated $14.8M.

  • 203 institutional investors held Elme Communities (ELME) as of Q2 2018, down from 213 in Q1 2018.
  • Funds reported $2.07B of Elme Communities stock for Q2 2018, up 13% quarter-over-quarter.
  • 21 funds opened new Elme Communities positions in Q2 2018 and 31 closed out, a net change of -10 holders.
  • The largest Elme Communities buyer in Q2 2018 was Invesco, an estimated $43.4M added.
  • The largest Elme Communities seller in Q2 2018 was Vanguard Group, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2018.