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Equity Lifestyle Properties

280 hedge funds and large institutions have $7.87B invested in Equity Lifestyle Properties in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

77% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $1.91M

5% more funds holding

Funds holding: 266280 (+14)

4% more capital invested

Capital invested by funds: $7.55B → $7.87B (+$326M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.72% less ownership

Funds ownership: 193.85%193.13% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 102

Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
97
Reduced
102
Closed
19
Calls
$3.37M
Puts
$1.91M
Net Calls
+$1.47M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
251
Capital Analysts LLC
Pennsylvania
$35K +$179 +4 +0.5%
Loomis, Sayles & Company
252
Loomis, Sayles & Company
Massachusetts
$32K
OIA
253
OneDigital Investment Advisors
Kansas
$31K
SCRM
254
Security Capital Research & Management
Illinois
$31K
IA
255
IFP Advisors
Florida
$31K +$357 +8 +1%
DSI
256
Daiwa SB Investments
Japan
$26K -$1.79K -40 -7%
GWM
257
Geneos Wealth Management
Colorado
$20K
S
258
SignatureFD
Georgia
$19K +$6.52K +146 +53%
QCG
259
Quadrant Capital Group
Ohio
$18K +$11K +246 +137%
HNB
260
Huntington National Bank
Ohio
$16K
PCP
261
Proficio Capital Partners
Massachusetts
$16K
PCG
262
Private Capital Group
Connecticut
$15K +$179 +4 +1%
TG
263
TLP Group
Illinois
$13K -$83.4K -1,866 -86%
NIT
264
NumerixS Investment Technologies
British Columbia, Canada
$9K -$8.94K -200 -50%
RBC
265
Roble Belko & Company
Pennsylvania
$8K
EARNEST Partners
266
EARNEST Partners
Georgia
$7K
DSC
267
Duncker Streett & Co
Missouri
$6K
TL
268
TrueWealth LLC
Georgia
$5K
AS
269
Altshuler Shaham
Israel
$4K -$14.5K -324 -80%
AOWM
270
Alpha Omega Wealth Management
Virginia
$4K
TWA
271
TCI Wealth Advisors
Arizona
$4K
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$3K
IFAM
273
Institutional & Family Asset Management
Colorado
$2K
TFO
274
Tarbox Family Office
California
$2K
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$1.29K +$1.25K +28 New

ELS Hedge Fund Activity: Q2 2018 in Review

280 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q2 2018, worth a combined $7.87B — up 4.3% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ELS positions and 19 closed out — a net gain of 15 holders — while 97 added to existing stakes and 102 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $99.9M. The largest seller was Fidelity Investments, cutting an estimated $128M.

  • 280 institutional investors held Equity Lifestyle Properties (ELS) as of Q2 2018, up from 266 in Q1 2018.
  • Funds reported $7.87B of Equity Lifestyle Properties stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 34 funds opened new Equity Lifestyle Properties positions in Q2 2018 and 19 closed out, a net change of +15 holders.
  • The largest Equity Lifestyle Properties buyer in Q2 2018 was Aristotle Capital Management, an estimated $99.9M added.
  • The largest Equity Lifestyle Properties seller in Q2 2018 was Fidelity Investments, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2018.