We are live on ! Find out more
ELS icon

Equity Lifestyle Properties
ELS

446 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $85K

42% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $12.2B → $13B (+$782M)

4% more funds holding

Funds holding: 428 → 446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.99% less ownership

Funds ownership: 102.58% → 98.59% (-4%)

18% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 175

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
71
Increased
143
Reduced
175
Closed
50
Calls
$1.36M
Puts
$85K
Net Calls
+$1.28M
Net Calls Change
+$575K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$129M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$262M
2
Deutsche Bank
Deutsche Bank
Germany
-$136M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
226
Moran Wealth Management
Florida
$1.27M -$25K -367 -2%
AIM
227
Aurora Investment Managers
Florida
$1.26M +$144K +2,117 +13%
ZIM
228
Zacks Investment Management
Illinois
$1.25M -$3.87M -56,844 -76%
OAM
229
Ostrum Asset Management
France
$1.25M -$258K -3,788 -18%
EWP
230
Elevation Wealth Partners
California
$1.22M +$1.3M +19,090 New
Public Sector Pension Investment Board (PSP Investments)
231
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.21M +$8.3K +122 +0.7%
YIH
232
Y-Intercept (HK)
Hong Kong
$1.18M +$1.13M +16,667 New
TC
233
Telemus Capital
Michigan
$1.15M -$118K -1,730 -10%
VA
234
Vident Advisory
Georgia
$1.14M +$4.9K +72 +0.4%
BF
235
BOK Financial
Oklahoma
$1.12M +$16.5K +242 +2%
SAM
236
Securian Asset Management
Minnesota
$1.11M -$6.81K -100 -0.6%
EMPI
237
Elo Mutual Pension Insurance
Finland
$1.09M +$45.3K +665 +4%
CI
238
Cooper Investors
Australia
$1.08M – – –
MGP
239
Metis Global Partners
California
$1.07M +$76.2K +1,119 +8%
AAM
240
Advisors Asset Management
Colorado
$1.05M +$88.8K +1,304 +10%
Verition Fund Management
241
Verition Fund Management
Connecticut
$1.02M – – –
GIBU
242
Gulf International Bank (UK)
United Kingdom
$1.02M -$129K -1,891 -12%
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$1.02M +$110K +1,620 +13%
1CP
244
17 Capital Partners
Arizona
$1M +$969K +14,239 New
OIAM
245
OFI Invest Asset Management
France
$1M -$237K -3,479 -18%
USAA
246
United Services Automobile Association
Texas
$1M +$112K +1,640 +13%
Bank of Nova Scotia
247
Bank of Nova Scotia
Ontario, Canada
$998K +$166K +2,444 +21%
CCM
248
Copeland Capital Management
Pennsylvania
$992K -$338K -4,973 -26%
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$985K – – –
SG Americas Securities
250
SG Americas Securities
New York
$979K -$2.18M -32,062 -70%
8 9
10
11 12

ELS Hedge Fund Activity: Q4 2023 in Review

446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2023, worth a combined $13B — up 6.4% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ELS positions and 50 closed out — a net gain of 21 holders — while 143 added to existing stakes and 175 trimmed.

The largest buyer was Norges Bank, adding an estimated $138M. The largest seller was Principal Financial Group, cutting an estimated $262M.

  • 446 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2023, up from 428 in Q3 2023.
  • Funds reported $13B of Equity Lifestyle Properties stock for Q4 2023, up 6.4% quarter-over-quarter.
  • 71 funds opened new Equity Lifestyle Properties positions in Q4 2023 and 50 closed out, a net change of +21 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2023 was Norges Bank, an estimated $138M added.
  • The largest Equity Lifestyle Properties seller in Q4 2023 was Principal Financial Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2023.