Equity Lifestyle Properties
218 hedge funds and large institutions have $4.97B invested in Equity Lifestyle Properties in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 18 closing their positions.
55% more capital invested
Capital invested by funds: $3.2B → $4.97B (+$1.77B)
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
2% more funds holding
Funds holding: 213 → 218 (+5)
2% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 84
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.62% less ownership
Funds ownership: 180.13% → 178.52% (-1.6%)
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$20.6M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$14.4M |
| 3 |
Renaissance Technologies
New York
|
+$13.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$13.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$9.96M |
Top Sellers
| 1 |
HK
Horizon Kinetics
New York
|
-$30.3M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$28.6M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$13.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$9.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSS
226
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$468K | -22,076 | Closed |
|
|
CG
227
Clinton Group
New York
| – | -$449K | -21,180 | Closed |
|
228
Jane Street
New York
| – | -$437K | -20,626 | Closed |
|
|
VKH
229
Virtu KCG Holdings
New York
| – | -$287K | -13,574 | Closed |
|
230
Tudor Investment Corp
Stamford,
Connecticut
| – | -$217K | -10,242 | Closed |
|
|
NFG
231
Next Financial Group
Houston,
Texas
| – | -$4K | -200 | Closed |
|
|
PHK
232
Point72 Hong Kong
Hong Kong
| – | -$4K | -200 | Closed |
|
|
LIA
233
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$3K | -148 | Closed |
|
|
CGT
234
Capital Guardian Trust
Los Angeles,
California
| – | -$2K | -90 | Closed |
|
|
PTC
235
Private Trust Company
Cleveland,
Ohio
| – | -$1K | -66 | Closed |
|
|
LTFS
236
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | +$385 | +16 | New |
|
ELS Hedge Fund Activity: Q4 2014 in Review
218 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2014, worth a combined $4.97B — up 55% from $3.2B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new ELS positions and 18 closed out — a net gain of 9 holders — while 86 added to existing stakes and 84 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $20.6M. The largest seller was Horizon Kinetics, cutting an estimated $30.3M.
- 218 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2014, up from 213 in Q3 2014.
- Funds reported $4.97B of Equity Lifestyle Properties stock for Q4 2014, up 55% quarter-over-quarter.
- 27 funds opened new Equity Lifestyle Properties positions in Q4 2014 and 18 closed out, a net change of +9 holders.
- The largest Equity Lifestyle Properties buyer in Q4 2014 was Wellington Management Group, an estimated $20.6M added.
- The largest Equity Lifestyle Properties seller in Q4 2014 was Horizon Kinetics, an estimated $30.3M sold.
Based on aggregated 13F filings for Q4 2014.