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ELME

Elme Communities

222 hedge funds and large institutions have $2.17B invested in Elme Communities in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

38% more call options, than puts

Call options by funds: $254K | Put options by funds: $184K

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $2.02B → $2.17B (+$157M)

7% more funds holding

Funds holding: 208222 (+14)

0.32% more ownership

Funds ownership: 92.05%92.37% (+0.32%)

Holders
222
Holders Change
+14
Holders Change %
+6.73%
% of All Funds
4.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
72
Reduced
64
Closed
17
Calls
$254K
Puts
$184K
Net Calls
+$70K
Net Calls Change
-$283K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$419M +$8.88M +298,847 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$367M +$2.53M +85,208 +0.7%
State Street
3
State Street
Massachusetts
$121M -$7.59M -255,515 -6%
Renaissance Technologies
4
Renaissance Technologies
New York
$113M -$8.99M -302,300 -7%
Victory Capital Management
5
Victory Capital Management
Texas
$104M +$44.3K +1,492 +0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$93.2M +$7.93M +266,867 +9%
TIM
7
Thornburg Investment Management
New Mexico
$91.9M
Northern Trust
8
Northern Trust
Illinois
$56.8M -$509K -17,111 -0.9%
Macquarie Group
9
Macquarie Group
Australia
$55.5M -$6.07M -204,069 -10%
Wells Fargo
10
Wells Fargo
California
$52M +$769K +25,886 +1%
First Trust Advisors
11
First Trust Advisors
Illinois
$48.7M +$4.67M +157,209 +10%
N
12
Nuveen
North Carolina
$44.7M -$7.97M -268,121 -15%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$40.8M +$6.16M +207,348 +17%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$40.8M +$170K +5,714 +0.4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$40.4M +$3.35M +112,744 +9%
Charles Schwab
16
Charles Schwab
California
$39.9M +$1.15M +38,603 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$36.6M +$790K +26,565 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$33M -$1.61M -54,320 -5%
Morgan Stanley
19
Morgan Stanley
New York
$32.6M +$22.1M +742,031 +198%
Norges Bank
20
Norges Bank
Norway
$29.9M +$984K +33,113 +3%
Invesco
21
Invesco
Georgia
$27.8M -$834K -28,045 -3%
Principal Financial Group
22
Principal Financial Group
Iowa
$18.6M +$152K +5,099 +0.8%
Legal & General Group
23
Legal & General Group
United Kingdom
$16.9M +$1.08M +36,205 +7%
Ameriprise
24
Ameriprise
Minnesota
$14.5M -$445K -14,955 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$12.3M +$2.62M +88,063 +27%

ELME Hedge Fund Activity: Q4 2019 in Review

222 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Elme Communities (ELME) for Q4 2019, worth a combined $2.17B — up 7.8% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ELME positions and 17 closed out — a net gain of 20 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $27.6M sold.

  • 222 institutional investors held Elme Communities (ELME) as of Q4 2019, up from 208 in Q3 2019.
  • Funds reported $2.17B of Elme Communities stock for Q4 2019, up 7.8% quarter-over-quarter.
  • 37 funds opened new Elme Communities positions in Q4 2019 and 17 closed out, a net change of +20 holders.
  • The largest Elme Communities buyer in Q4 2019 was Morgan Stanley, an estimated $22.1M added.
  • The largest Elme Communities seller in Q4 2019 was Janus Henderson Group, an estimated $27.6M sold.

Based on aggregated 13F filings for Q4 2019.