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Equity Lifestyle Properties

280 hedge funds and large institutions have $8.3B invested in Equity Lifestyle Properties in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $6.47M | Put options by funds: $5.24M

5% more capital invested

Capital invested by funds: $7.87B → $8.3B (+$429M)

0.17% more ownership

Funds ownership: 193.13%193.29% (+0.17%)

0% more funds holding

Funds holding: 280280 (0)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

23% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 115

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
280
Holders Change
Holders Change %
0%
% of All Funds
6.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
31
Increased
88
Reduced
115
Closed
31
Calls
$6.47M
Puts
$5.24M
Net Calls
+$1.24M
Net Calls Change
-$230K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$23K +$1.31K +28 +6%
S
252
SignatureFD
Georgia
$21K +$281 +6 +1%
QCG
253
Quadrant Capital Group
Ohio
$18K
HNB
254
Huntington National Bank
Ohio
$17K
PCP
255
Proficio Capital Partners
Massachusetts
$17K
PCG
256
Private Capital Group
Connecticut
$13K -$2.72K -58 -17%
MIM
257
MetLife Investment Management
New Jersey
$11.3K +$11K +234 New
SIAS
258
Shine Investment Advisory Services
Colorado
$10K
FHA
259
First Horizon Advisors
Tennessee
$9K +$8.35K +178 New
WCM
260
Whitener Capital Management
North Carolina
$9K +$9.38K +200 New
RBC
261
Roble Belko & Company
Pennsylvania
$8K
EARNEST Partners
262
EARNEST Partners
Georgia
$7K
Simplex Trading
263
Simplex Trading
Illinois
$7K +$7.22K +154 New
DSC
264
Duncker Streett & Co
Missouri
$6K
TL
265
TrueWealth LLC
Georgia
$5K
PMFA
266
Plante Moran Financial Advisors
Michigan
$5K +$4.78K +102 New
SWP
267
Stratos Wealth Partners
Ohio
$5K +$5.25K +112 New
AOWM
268
Alpha Omega Wealth Management
Virginia
$4K
TWA
269
TCI Wealth Advisors
Arizona
$4K
JFA
270
JNBA Financial Advisors
Minnesota
$4K +$3.94K +84 New
TRCT
271
Tower Research Capital (TRC)
New York
$3K -$354K -7,550 -99%
TFO
272
Tarbox Family Office
California
$3K
WAM
273
Wealthspire Advisors (Maryland)
Maryland
$3K
WC
274
Whitney & Co
New York
$3K +$2.63K +56 New
WSTAM
275
Wilbanks Smith & Thomas Asset Management
Virginia
$3K +$2.63K +56 New

ELS Hedge Fund Activity: Q3 2018 in Review

280 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2018, worth a combined $8.3B — up 5.4% from $7.87B a quarter earlier.

Fund positioning in ELS was balanced in Q3 2018: 31 funds opened new positions, 31 closed out, 88 added to existing stakes and 115 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $99.8M. The largest seller was Fidelity Investments, cutting an estimated $99.4M.

  • 280 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $8.3B of Equity Lifestyle Properties stock for Q3 2018, up 5.4% quarter-over-quarter.
  • 31 funds opened new Equity Lifestyle Properties positions in Q3 2018 and 31 closed out, a net change of 0 holders.
  • The largest Equity Lifestyle Properties buyer in Q3 2018 was Aristotle Capital Management, an estimated $99.8M added.
  • The largest Equity Lifestyle Properties seller in Q3 2018 was Fidelity Investments, an estimated $99.4M sold.

Based on aggregated 13F filings for Q3 2018.