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Equity Lifestyle Properties

303 hedge funds and large institutions have $8.22B invested in Equity Lifestyle Properties in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

11% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 103

8% more funds holding

Funds holding: 280303 (+23)

1% less capital invested

Capital invested by funds: $8.3B → $8.22B (-$81M)

1.34% less ownership

Funds ownership: 193.29%191.95% (-1.3%)

26% less call options, than puts

Call options by funds: $5.46M | Put options by funds: $7.38M

Holders
303
Holders Change
+23
Holders Change %
+8.21%
% of All Funds
6.75%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
47
Increased
114
Reduced
103
Closed
24
Calls
$5.46M
Puts
$7.38M
Net Calls
-$1.92M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
276
Shine Investment Advisory Services
Colorado
$14K
LC
277
Lindbrook Capital
California
$13K +$13.4K +278 New
PCG
278
Private Capital Group
Connecticut
$12K -$1.06K -22 -8%
MIM
279
MetLife Investment Management
New Jersey
$11.4K
FHA
280
First Horizon Advisors
Tennessee
$9K
WCM
281
Whitener Capital Management
North Carolina
$9K
POIA
282
Pin Oak Investment Advisors
Texas
$9K +$9.19K +190 New
RBC
283
Roble Belko & Company
Pennsylvania
$8K
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$8K +$8.32K +172 New
AAMU
285
Amundi Asset Management US
Massachusetts
$7.69K -$3.28M -67,768 -30%
EARNEST Partners
286
EARNEST Partners
Georgia
$7K
DSC
287
Duncker Streett & Co
Missouri
$6K
PMFA
288
Plante Moran Financial Advisors
Michigan
$5K -$290 -6 -6%
TL
289
TrueWealth LLC
Georgia
$5K
TWA
290
TCI Wealth Advisors
Arizona
$4K -$387 -8 -9%
AOWM
291
Alpha Omega Wealth Management
Virginia
$4K
PWM
292
PRW Wealth Management
Massachusetts
$4K +$4.35K +90 New
TFO
293
Tarbox Family Office
California
$3K
WAM
294
Wealthspire Advisors (Maryland)
Maryland
$3K
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.03K +42 +191%
IFAM
296
Institutional & Family Asset Management
Colorado
$2K
CCM
297
Copeland Capital Management
Pennsylvania
$2K +$1.65K +34 New
ESB
298
Essex Savings Bank
Connecticut
$2K +$1.74K +36 New
CAM
299
ClariVest Asset Management
California
$1K
AIC
300
Ameritas Investment Company
Nebraska
$1K +$580 +12 New