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Equity Lifestyle Properties
ELS

Overview Fund Activity

242 hedge funds and large institutions have $6.2B invested in Equity Lifestyle Properties in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 97 reducing their positions, and 26 closing their positions.

Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
6.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
20
Increased
87
Reduced
97
Closed
26
Calls
$5.03M
Puts
$4.21M
Net Calls
+$824K
Net Calls Change
+$208K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$68.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$66.3M
3
AIM
3
abrdn Investment Management
United Kingdom
$45M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$75.1M
5
American Century Companies
5
American Century Companies
Missouri
$19.8M

Top Sellers

1
RCI
1
Redwood Capital Investments
Maryland
$37.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$138M
3
AL
3
AJO LP
Pennsylvania
$3.95M
4
PIM
4
Perkins Investment Management
Illinois
$84.8M
5
Invesco
5
Invesco
Georgia
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
226
Fuller & Thaler Asset Management
California
$39K +$39K +1,000 New
IA
227
IFP Advisors
Florida
$31K -$307 -8 -1%
MFS
228
MSI Financial Services
Massachusetts
$28K -$96.2K -2,514 -77%
Creative Planning
229
Creative Planning
Kansas
$25K -$1.76K -46 -7%
GWM
230
Geneos Wealth Management
Colorado
$17K – – –
FHA
231
First Horizon Advisors
Tennessee
$11K -$4.65K -120 -30%
NFG
232
Next Financial Group
Texas
$8K -$480 -12 -6%
DSC
233
Duncker Streett & Co
Missouri
$5K – – –
SSB
234
Sandy Spring Bank
Maryland
$4K – – –
TWA
235
TCI Wealth Advisors
Arizona
$4K – – –
QCG
236
Quadrant Capital Group
Ohio
$3K – – –
CAM
237
ClariVest Asset Management
California
$2K – – –
PCP
238
Proficio Capital Partners
Massachusetts
$2K – – –
TFO
239
Tarbox Family Office
California
$2K +$267 +8 +15%
JIR
240
James Investment Research
Ohio
$1K – – –
SCP
241
Syntal Capital Partners
Texas
$318 +$90 +2,348 +40%
DCM
242
Driehaus Capital Management
Illinois
– -$7.61M -190,090 Closed
Arrowstreet Capital
243
Arrowstreet Capital
Massachusetts
– -$5.54M -138,358 Closed
ARTA
244
A.R.T. Advisors
New York
– -$1.32M -32,892 Closed
WI
245
WBI Investments
New Jersey
– -$1.2M -30,000 Closed
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
– -$1.06M -26,532 Closed
PCM
247
Piermont Capital Management
Missouri
– -$719K -17,960 Closed
WA
248
WESPAC Advisors
California
– -$615K -15,376 Closed
CG
249
Clinton Group
New York
– -$567K -14,174 Closed
UFF
250
USA Financial Formulas
Michigan
– -$505K -12,608 Closed
7 8 9
10
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