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Equity Lifestyle Properties

249 hedge funds and large institutions have $7.37B invested in Equity Lifestyle Properties in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

47% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 70

40% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $3.03M

6% more funds holding

Funds holding: 235249 (+14)

5.82% more ownership

Funds ownership: 193.44%199.26% (+5.8%)

2% more capital invested

Capital invested by funds: $7.25B → $7.37B (+$121M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
249
Holders Change
+14
Holders Change %
+5.96%
% of All Funds
6.21%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
31
Increased
103
Reduced
70
Closed
14
Calls
$4.25M
Puts
$3.03M
Net Calls
+$1.22M
Net Calls Change
-$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
DSI
226
Daiwa SB Investments
Japan
$25K -$1.74K -40 -6%
CG
227
Cutler Group
California
$25K +$17.6K +404 +202%
GWM
228
Geneos Wealth Management
Colorado
$19K
GT
229
Greenleaf Trust
Michigan
$17K +$17K +390 New
TG
230
TLP Group
Illinois
$16K +$16.3K +374 New
PCP
231
Proficio Capital Partners
Massachusetts
$15K
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$10K
HNB
233
Huntington National Bank
Ohio
$10K +$10.5K +242 New
RBC
234
Roble Belko & Company
Pennsylvania
$7K
AIP
235
Ameritas Investment Partners
Nebraska
$6K
DSC
236
Duncker Streett & Co
Missouri
$6K
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.53K +150 New
SSB
238
Sandy Spring Bank
Maryland
$4K
TWA
239
TCI Wealth Advisors
Arizona
$4K
QCG
240
Quadrant Capital Group
Ohio
$3K
PFC
241
Phocas Financial Corp
California
$3K +$2.16M +49,600 +201%
WAM
242
Wealthspire Advisors (Maryland)
Maryland
$2K -$261 -6 -14%
CAM
243
ClariVest Asset Management
California
$2K
TFO
244
Tarbox Family Office
California
$2K
TDC
245
Thompson Davis & Co
Virginia
$2K +$523 +12 +35%
MFW
246
Mosaic Family Wealth
Missouri
$2K +$1.74K +40 New
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$1K
BL
248
Balentine LLC
Georgia
$1K +$1.31K +30 New
SAM
249
Shell Asset Management
Netherlands
-$1.21M -28,024 Closed
GH
250
GAM Holding
Switzerland
-$598K -13,842 Closed