Equity Lifestyle Properties
403 hedge funds and large institutions have $10.6B invested in Equity Lifestyle Properties in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 156 increasing their positions, 151 reducing their positions, and 44 closing their positions.
27% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 44
9% more capital invested
Capital invested by funds: $9.71B → $10.6B (+$864M)
2% more funds holding
Funds holding: 394 → 403 (+9)
3% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 151
0.17% more ownership
Funds ownership: 92.73% → 92.89% (+0.17%)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
93% less call options, than puts
Call options by funds: $2.22M | Put options by funds: $33.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$97.1M |
| 2 |
JP Morgan Chase
New York
|
+$69.1M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$40.7M |
| 4 |
ACM
Adelante Capital Management
Alameda,
California
|
+$37.1M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$58.1M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$56.5M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
-$53.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$49.2M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$46.4M |
ELS Hedge Fund Activity: Q2 2020 in Review
403 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q2 2020, worth a combined $10.6B — up 8.9% from $9.71B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new ELS positions and 44 closed out — a net gain of 12 holders — while 156 added to existing stakes and 151 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $97.1M. The largest seller was Renaissance Technologies, cutting an estimated $58.1M.
- 403 institutional investors held Equity Lifestyle Properties (ELS) as of Q2 2020, up from 394 in Q1 2020.
- Funds reported $10.6B of Equity Lifestyle Properties stock for Q2 2020, up 8.9% quarter-over-quarter.
- 56 funds opened new Equity Lifestyle Properties positions in Q2 2020 and 44 closed out, a net change of +12 holders.
- The largest Equity Lifestyle Properties buyer in Q2 2020 was Principal Financial Group, an estimated $97.1M added.
- The largest Equity Lifestyle Properties seller in Q2 2020 was Renaissance Technologies, an estimated $58.1M sold.
Based on aggregated 13F filings for Q2 2020.