Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ellington Financial Inc (EFC)

233 + Investors. Track Smart Money conviction in EFC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — EFC

Based on 234 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
234 hedge funds hold EFC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

141 buying118 selling
Last quarter: 141 funds bought or added vs 118 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 27 → 40 → 48 → 42. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 23% new
120 out of 234 hedge funds have held EFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +13%, value -4%

Value
-4%
Shares
+13%
Last quarter: funds added +13% more shares while total portfolio value only changed -4%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

30 → 27 → 40 → 48 → 42 new funds/Q
New funds entering each quarter: 27 → 40 → 48 → 42. A growing number of institutions are discovering EFC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 13% 1-2yr ■ 28% new
Entry-cohort mix of 239 holders: 141 (59%) are 2+ year veterans, 32 entered 1–2 years ago, and 66 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
45 of 230 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in EFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EFC

In 2026 Q1, 141 hedge funds were net buyers of EFC (42 opened a new position, 99 added to an existing one), while 118 reduced or exited (65 trimmed, 53 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 68% of total institutional value in EFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 234.

Hedge Fund Ownership: EFC

How many hedge funds hold EFC — quarterly history vs. share price
Quarterly hedge fund ownership of EFC vs. share price

Market Analysis: EFC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ellington Financial Inc (EFC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EFC has moved relative to its sector benchmark (XLRE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
EFC
+0.4%
XLRE
+2.8%

EFC outperformed XLRE by -2.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
EFC
+0.0%
XLRE
+0.0%

Since the filing became public, EFC outperformed XLRE by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 1 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: EFC
2026 Q2 Stats Unlock in 3 days 233 + Investors

Track Smart Money conviction in EFC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 233 244 -4.51%
13F Shares 62M 55M 13.46%
Total Value $711M $743M -4.22%
New Positions 41 48 -7
Increased Positions 98 98 -
Closed Positions 52 28 +24
Reduced Positions 63 50 +13
Total Calls 4 3 33.33%
Total Puts 5 2 150.0%
PUT/CALL Ratio 1.25 0.67 Bearish

Statistics: EFC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

233 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EFC. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EFC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 EMG Holdings, L.P. 12.21% 1,122,952 $15.3M
2 Delphi Financial Group, INC. 9.47% 1,408,396 $19.2M
3 Angel Oak Capital Advisors, LLC 2.05% 119,250 $1.6M
4 GraniteShares Advisors LLC 1.78% 202,956 $2.8M
5 Castlekeep Investment Advisors LLC 0.61% 88,884 $1.2M
6 American Financial Group Inc 0.48% 100,000 $1.4M
7 Dana Investment Advisors, Inc. 0.19% 534,767 $7.3M
8 Dynamic Technology Lab Private Ltd 0.14% 45,460 $618K
9 Mallini Complete Financial Planning LLC 0.11% 11,424 $155K
10 Kingstone Capital Partners Texas, LLC 0.11% 15,082 $205K
11 Norden Group LLC 0.11% 96,167 $1.3M
12 Powell Investment Advisors, LLC 0.09% 21,225 $292K
13 Hennion & Walsh Asset Management, Inc. 0.07% 184,353 $2.5M
14 CenterStar Asset Management, LLC 0.07% 28,590 $389K
15 TOP Private Wealth LLC. 0.06% 4,700 $64K
16 Advisors Preferred, LLC 0.06% 27,330 $368K
17 Alpine Woods Capital Investors, LLC 0.06% 19,095 $260K
18 RBF Capital, LLC 0.05% 80,000 $1.1M
19 Strategic Financial Concepts, LLC 0.04% 10,000 $136K
20 WealthTrust Axiom LLC 0.04% 13,150 $179K
21 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% 2,245,858 $30.6M
22 one8zero8, LLC 0.03% 11,000 $150K
23 Daytona Street Capital LLC 0.02% 2,489 $34K
24 Campbell & CO Investment Adviser LLC 0.02% 33,817 $460K
25 Atom Investors LP 0.02% 15,490 $211K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ellington Financial Inc (EFC)

What does the Smart Money Trend signal show for EFC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EFC?

Slight buying edge — 54% buying: Last quarter: 141 funds bought or added vs 118 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EFC holders?

Elite ownership — 68% AUM from top-100 funds: 45 of 230 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in EFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EFC?

51% of holders stayed for 2+ years: 120 out of 234 hedge funds have held EFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ellington Financial Inc (EFC) following the 2026 Q2 hedge fund 13F filings?

As of today, EFC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLRE sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EFC has gained +0.4% vs +2.8% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →