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ELME

Elme Communities

203 hedge funds and large institutions have $1.62B invested in Elme Communities in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $1.46B → $1.62B (+$157M)

2.79% more ownership

Funds ownership: 88.25%91.04% (+2.8%)

2% more funds holding

Funds holding: 199203 (+4)

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

43% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $2.67M

Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
67
Reduced
68
Closed
20
Calls
$1.53M
Puts
$2.67M
Net Calls
-$1.14M
Net Calls Change
+$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$320M +$17.6M +820,519 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$270M +$3.37M +157,212 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$125M +$7.67M +358,299 +7%
State Street
4
State Street
Massachusetts
$91.4M +$636K +29,725 +0.7%
TIM
5
Thornburg Investment Management
New Mexico
$66M +$2.93M +136,891 +5%
Victory Capital Management
6
Victory Capital Management
Texas
$62.2M -$4.99M -233,213 -7%
Renaissance Technologies
7
Renaissance Technologies
New York
$52.5M -$8.99M -419,706 -15%
Northern Trust
8
Northern Trust
Illinois
$51.6M +$104K +4,871 +0.2%
Wells Fargo
9
Wells Fargo
California
$47.5M +$1.05M +49,198 +2%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$40.3M +$8.01M +374,032 +25%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$32.3M +$32M +1,493,039 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$32.1M +$402K +18,763 +1%
N
13
Nuveen
North Carolina
$30.3M -$4.17M -194,940 -12%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$26.5M -$1.02M -47,466 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.1M +$1.36M +63,394 +6%
Charles Schwab
16
Charles Schwab
California
$22.8M +$302K +14,093 +1%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$22.7M -$15.6M -727,236 -41%
Norges Bank
18
Norges Bank
Norway
$20M +$1.12M +52,133 +6%
Invesco
19
Invesco
Georgia
$19.6M +$3.14M +146,508 +19%
Legal & General Group
20
Legal & General Group
United Kingdom
$16.3M +$812K +37,937 +5%
GT
21
Glenmede Trust
Pennsylvania
$13M -$1.35M -63,229 -10%
Macquarie Group
22
Macquarie Group
Australia
$12.9M -$1.25M -58,420 -9%
Principal Financial Group
23
Principal Financial Group
Iowa
$12.3M -$479K -22,364 -4%
JP Morgan Chase
24
JP Morgan Chase
New York
$9.98M +$2.37M +110,590 +32%
Ameriprise
25
Ameriprise
Minnesota
$9.69M -$148K -6,922 -2%

ELME Hedge Fund Activity: Q4 2020 in Review

203 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Elme Communities (ELME) for Q4 2020, worth a combined $1.62B — up 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ELME positions and 20 closed out — a net gain of 5 holders — while 67 added to existing stakes and 68 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $32M. The largest seller was T. Rowe Price Associates, cutting an estimated $15.6M.

  • 203 institutional investors held Elme Communities (ELME) as of Q4 2020, up from 199 in Q3 2020.
  • Funds reported $1.62B of Elme Communities stock for Q4 2020, up 11% quarter-over-quarter.
  • 25 funds opened new Elme Communities positions in Q4 2020 and 20 closed out, a net change of +5 holders.
  • The largest Elme Communities buyer in Q4 2020 was Janus Henderson Group, an estimated $32M added.
  • The largest Elme Communities seller in Q4 2020 was T. Rowe Price Associates, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2020.