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Equity Lifestyle Properties
ELS

Overview Fund Activity

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
Holders
319
Holders Change
+16
Holders Change %
+5.28%
% of All Funds
6.92%
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
$5.64M
Net Calls
-$458K
Net Calls Change
+$1.46M

Top Buyers

1
BlackRock
BlackRock
New York
$924M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$82.1M
3
State Street
State Street
Massachusetts
$391M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.41B
5
Squarepoint
Squarepoint
New York
$17.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$345M
2
DC
Davenport & Co
Virginia
$1M
3
Deutsche Bank
Deutsche Bank
Germany
$224M
4
LIMS
Lasalle Investment Management Securities
Maryland
$33.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
301
Duncker Streett & Co
Missouri
$8K – – –
TL
302
TrueWealth LLC
Georgia
$6K -$5K – –
PMFA
303
Plante Moran Financial Advisors
Michigan
$6K +$122 +2 +2%
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$5K -$5K -86 -50%
TWA
305
TCI Wealth Advisors
Arizona
$5K – – –
PWM
306
PRW Wealth Management
Massachusetts
$5K – – –
CAW
307
Cornerstone Advisors (Washington)
Washington
$4K +$4K +70 New
WAM
308
Wealthspire Advisors (Maryland)
Maryland
$3K -$750 -12 -20%
TFO
309
Tarbox Family Office
California
$3K – – –
BCA
310
Berman Capital Advisors
Georgia
$3K +$3K +64 New
IA
311
IFP Advisors
Florida
$2K -$46K -644 -96%
IFAM
312
Institutional & Family Asset Management
Colorado
$2K – – –
CCM
313
Copeland Capital Management
Pennsylvania
$2K – – –
ESB
314
Essex Savings Bank
Connecticut
$2K – – –
CAM
315
Cresset Asset Management
Illinois
$2K +$632 +12 +46%
WEC
316
Winslow Evans & Crocker
Massachusetts
$2K +$2K +24 New
LFA
317
Legacy Financial Advisors
Kentucky
$2K +$2K +42 New
CAM
318
ClariVest Asset Management
California
$1K – – –
WCM
319
WealthBridge Capital Management
Ohio
$1K – – –
DPIM
320
Duff & Phelps Investment Management
Illinois
– -$14M -288,020 Closed
UOC
321
UBS O'Connor
Illinois
– -$4.19M -86,200 Closed
DCM
322
Driehaus Capital Management
Illinois
– -$3.38M -69,672 Closed
Citadel Advisors
323
Citadel Advisors
Florida
– -$2.62M -54,016 Closed
Two Sigma Investments
324
Two Sigma Investments
New York
– -$2.21M -45,466 Closed
Susquehanna International Group
325
Susquehanna International Group
Pennsylvania
– -$1.51M -31,064 Closed
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