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.
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: 280 → 280 (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: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$99.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$65.6M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$63.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$28.4M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$99.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$50M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$35.2M |
| 4 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$24.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$23.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
301
Virtu Financial
New York
| – | -$224K | -4,868 | Closed |
|
|
CEP
302
Chicago Equity Partners
Chicago,
Illinois
| – | -$207K | -4,500 | Closed |
|
|
CCIA
303
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$204K | -4,436 | Closed |
|
|
FIM
304
Foresters Investment Management
New York
| – | -$186K | -4,050 | Closed |
|
305
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$156K | -3,400 | Closed |
|
306
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$59K | -1,280 | Closed |
|
|
SCRM
307
Security Capital Research & Management
Chicago,
Illinois
| – | -$31K | -672 | Closed |
|
|
TG
308
TLP Group
Evanston,
Illinois
| – | -$13K | -292 | Closed |
|
|
NIT
309
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$9K | -200 | Closed |
|
|
LWA
310
Lenox Wealth Advisors
New York
| – | -$1K | -30 | Closed |
|
|
MPWT
311
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1.29K | -28 | Closed |
|
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.