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Equity Lifestyle Properties

319 hedge funds and large institutions have $9.82B invested in Equity Lifestyle Properties in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

19% more capital invested

Capital invested by funds: $8.22B → $9.82B (+$1.6B)

5% more funds holding

Funds holding: 303319 (+16)

0% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 113

0.95% less ownership

Funds ownership: 191.95%191% (-0.95%)

8% less call options, than puts

Call options by funds: $5.18M | Put options by funds: $5.63M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
319
Holders Change
+16
Holders Change %
+5.28%
% of All Funds
6.9%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
43
Increased
113
Reduced
113
Closed
26
Calls
$5.18M
Puts
$5.63M
Net Calls
-$458K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
DSI
276
Daiwa SB Investments
Japan
$47K +$6.42K +120 +17%
TAIM
277
TD Ameritrade Investment Management
Nebraska
$45K +$42.5K +794 New
AS
278
Altshuler Shaham
Israel
$44K -$8.67K -162 -17%
S
279
SignatureFD
Georgia
$38K +$6.21K +116 +21%
SMFS
280
Squar Milner Financial Services
California
$36K
Loomis, Sayles & Company
281
Loomis, Sayles & Company
Massachusetts
$35K -$1.18K -22 -3%
Fuller & Thaler Asset Management
282
Fuller & Thaler Asset Management
California
$34K
FIB
283
First Interstate Bank
Montana
$33K +$30.6K +572 New
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$28K +$40.6K +758 New
OIA
285
OneDigital Investment Advisors
Kansas
$27K -$10.6K -198 -30%
HNB
286
Huntington National Bank
Ohio
$26K
GWM
287
Geneos Wealth Management
Colorado
$25K
IDBONY
288
Israel Discount Bank of New York
New York
$23K
THWM
289
Taylor Hoffman Wealth Management
Virginia
$23K
PCP
290
Proficio Capital Partners
Massachusetts
$21K
FHA
291
First Horizon Advisors
Tennessee
$20K +$8.99K +168 +94%
QCG
292
Quadrant Capital Group
Ohio
$17K -$12K -224 -41%
SIAS
293
Shine Investment Advisory Services
Colorado
$16K
LC
294
Lindbrook Capital
California
$15K
PCG
295
Private Capital Group
Connecticut
$15K +$428 +8 +3%
MIM
296
MetLife Investment Management
New Jersey
$13.4K
POIA
297
Pin Oak Investment Advisors
Texas
$11K
AOWM
298
Alpha Omega Wealth Management
Virginia
$11K +$5.88K +110 +131%
RBC
299
Roble Belko & Company
Pennsylvania
$10K
EARNEST Partners
300
EARNEST Partners
Georgia
$9K

ELS Hedge Fund Activity: Q1 2019 in Review

319 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2019, worth a combined $9.82B — up 19% from $8.22B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ELS positions and 26 closed out — a net gain of 17 holders — while 113 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, adding an estimated $97.6M. The largest seller was Renaissance Technologies, cutting an estimated $51.4M.

  • 319 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2019, up from 303 in Q4 2018.
  • Funds reported $9.82B of Equity Lifestyle Properties stock for Q1 2019, up 19% quarter-over-quarter.
  • 43 funds opened new Equity Lifestyle Properties positions in Q1 2019 and 26 closed out, a net change of +17 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2019 was BlackRock, an estimated $97.6M added.
  • The largest Equity Lifestyle Properties seller in Q1 2019 was Renaissance Technologies, an estimated $51.4M sold.

Based on aggregated 13F filings for Q1 2019.