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Equity Lifestyle Properties

261 hedge funds and large institutions have $7.71B invested in Equity Lifestyle Properties in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

28% more call options, than puts

Call options by funds: $3M | Put options by funds: $2.35M

5% more funds holding

Funds holding: 249261 (+12)

5% more capital invested

Capital invested by funds: $7.37B → $7.71B (+$338M)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.04% less ownership

Funds ownership: 199.26%197.22% (-2%)

Holders
261
Holders Change
+12
Holders Change %
+4.82%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
93
Reduced
90
Closed
20
Calls
$3M
Puts
$2.35M
Net Calls
+$650K
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
RPC
226
Rossmore Private Capital
Connecticut
$32.2K +$32.2K +724 New
OIA
227
OneDigital Investment Advisors
Kansas
$30K
IA
228
IFP Advisors
Florida
$29K +$178 +4 +0.6%
Fuller & Thaler Asset Management
229
Fuller & Thaler Asset Management
California
$27K
CAL
230
Capital Analysts LLC
Pennsylvania
$26K -$12.5K -282 -33%
DSI
231
Daiwa SB Investments
Japan
$24K -$1.78K -40 -7%
MOS
232
MGO One Seven
Ohio
$24K +$24.4K +548 New
AIL
233
AGF Investments LLC
Ontario, Canada
$21K -$23.9K -536 -54%
GWM
234
Geneos Wealth Management
Colorado
$20K
GT
235
Greenleaf Trust
Michigan
$17K
PCP
236
Proficio Capital Partners
Massachusetts
$15K
HNB
237
Huntington National Bank
Ohio
$11K
CG
238
Cutler Group
California
$9K -$17.8K -400 -66%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.76K +62 +41%
RBC
240
Roble Belko & Company
Pennsylvania
$8K
WCM
241
Whitener Capital Management
North Carolina
$8K +$8.9K +200 New
TL
242
TrueWealth LLC
Georgia
$7K
PWM
243
Paulson Wealth Management
Illinois
$7K +$6.59K +148 New
EARNEST Partners
244
EARNEST Partners
Georgia
$7K +$6.76K +152 New
II
245
Inspire Investing
Idaho
$7K +$7.48K +168 New
CCM
246
Covington Capital Management
California
$6K
DSC
247
Duncker Streett & Co
Missouri
$6K
AIP
248
Ameritas Investment Partners
Nebraska
$5K
SWP
249
Stratos Wealth Partners
Ohio
$5K +$4.98K +112 New
QCG
250
Quadrant Capital Group
Ohio
$4K

ELS Hedge Fund Activity: Q4 2017 in Review

261 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2017, worth a combined $7.71B — up 4.6% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ELS positions and 20 closed out — a net gain of 13 holders — while 93 added to existing stakes and 90 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $95.8M. The largest seller was Fidelity Investments, cutting an estimated $51M.

  • 261 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2017, up from 249 in Q3 2017.
  • Funds reported $7.71B of Equity Lifestyle Properties stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 33 funds opened new Equity Lifestyle Properties positions in Q4 2017 and 20 closed out, a net change of +13 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2017 was JP Morgan Chase, an estimated $95.8M added.
  • The largest Equity Lifestyle Properties seller in Q4 2017 was Fidelity Investments, an estimated $51M sold.

Based on aggregated 13F filings for Q4 2017.