We are live on ! Find out more
ELS icon

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
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$1K -$2.59K -58 -73%
SPIA
277
Steward Partners Investment Advisory
New York
$1K -$625 -14 -44%
CAM
278
ClariVest Asset Management
California
$1K
LWA
279
Lenox Wealth Advisors
New York
$1K +$1.34K +30 New
AWCI
280
Alpine Woods Capital Investors
New York
-$2.54M -57,800 Closed
IOOF
281
Independent Order of Foresters
Ontario, Canada
-$2.42M -55,248 Closed
ZIM
282
Zacks Investment Management
Illinois
-$1.88M -42,910 Closed
Voloridge Investment Management
283
Voloridge Investment Management
Florida
-$835K -19,018 Closed
New York State Teachers Retirement System (NYSTRS)
284
New York State Teachers Retirement System (NYSTRS)
New York
-$632K -14,400 Closed
TAM
285
Tiverton Asset Management
Delaware
-$548K -12,490 Closed
DZ Bank
286
DZ Bank
Germany
-$263K -6,000 Closed
CGH
287
Crossmark Global Holdings
Texas
-$216K -4,930 Closed
PA
288
Profund Advisors
Maryland
-$213K -4,850 Closed
KI
289
Koch Industries
Kansas
-$205K -4,660 Closed
IWM
290
IHT Wealth Management
Illinois
-$44K -1,000 Closed
WCM
291
Whitener Capital Management
North Carolina
-$8K -200 Closed
SWP
292
Stratos Wealth Partners
Ohio
-$7K -154 Closed
ASN
293
Advisory Services Network
Georgia
-$7K -150 Closed
Simplex Trading
294
Simplex Trading
Illinois
-$4K -104 Closed
RFC
295
Regions Financial Corp
Alabama
-$1K -34 Closed
WT
296
Whittier Trust
California
-$1K -22 Closed

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.