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ELME

Elme Communities

209 hedge funds and large institutions have $1.83B invested in Elme Communities in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $264K | Put options by funds: $207K

1.27% more ownership

Funds ownership: 92.37%93.63% (+1.3%)

4% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 68

6% less funds holding

Funds holding: 222209 (-13)

16% less capital invested

Capital invested by funds: $2.17B → $1.83B (-$340M)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

Holders
209
Holders Change
-13
Holders Change %
-5.86%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
71
Reduced
68
Closed
32
Calls
$264K
Puts
$207K
Net Calls
+$57K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$341M -$2.4M -84,646 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$307M +$8.33M +293,557 +2%
Victory Capital Management
3
Victory Capital Management
Texas
$166M +$96.8M +3,412,135 +96%
State Street
4
State Street
Massachusetts
$106M +$9.03M +318,342 +8%
Renaissance Technologies
5
Renaissance Technologies
New York
$81.9M -$12M -423,400 -11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$78.5M +$2.74M +96,648 +3%
TIM
7
Thornburg Investment Management
New Mexico
$65.1M -$11.9M -421,000 -13%
Northern Trust
8
Northern Trust
Illinois
$48.8M +$2.81M +99,136 +5%
Wells Fargo
9
Wells Fargo
California
$44.1M +$1.82M +64,059 +4%
First Trust Advisors
10
First Trust Advisors
Illinois
$39.8M -$82.3K -2,899 -0.2%
N
11
Nuveen
North Carolina
$38.1M +$1.88M +66,175 +4%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$37.2M +$4.61M +162,485 +12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$35.1M +$2.49M +87,848 +6%
Charles Schwab
14
Charles Schwab
California
$34.2M +$1.82M +64,243 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$30.5M +$618K +21,786 +2%
Macquarie Group
16
Macquarie Group
Australia
$29.6M -$18.8M -660,951 -35%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$27.8M +$952K +33,555 +3%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$27.5M -$4.56M -160,715 -11%
Norges Bank
19
Norges Bank
Norway
$24.9M +$532K +18,737 +2%
Invesco
20
Invesco
Georgia
$21.4M -$1.6M -56,525 -6%
Legal & General Group
21
Legal & General Group
United Kingdom
$15.1M +$1.45M +51,249 +9%
Principal Financial Group
22
Principal Financial Group
Iowa
$14.6M -$718K -25,287 -4%
Goldman Sachs
23
Goldman Sachs
New York
$13.8M +$8.42M +296,791 +105%
Deutsche Bank
24
Deutsche Bank
Germany
$12.4M +$12.1M +427,032 +469%
JP Morgan Chase
25
JP Morgan Chase
New York
$11.1M +$1.24M +43,612 +10%

ELME Hedge Fund Activity: Q1 2020 in Review

209 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Elme Communities (ELME) for Q1 2020, worth a combined $1.83B — down 16% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ELME and 23 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 71 added.

The largest buyer was Victory Capital Management, adding an estimated $96.8M. The largest seller was Morgan Stanley, cutting an estimated $23.1M.

  • 209 institutional investors held Elme Communities (ELME) as of Q1 2020, down from 222 in Q4 2019.
  • Funds reported $1.83B of Elme Communities stock for Q1 2020, down 16% quarter-over-quarter.
  • 23 funds opened new Elme Communities positions in Q1 2020 and 32 closed out, a net change of -9 holders.
  • The largest Elme Communities buyer in Q1 2020 was Victory Capital Management, an estimated $96.8M added.
  • The largest Elme Communities seller in Q1 2020 was Morgan Stanley, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2020.