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Equity Lifestyle Properties

407 hedge funds and large institutions have $13.2B invested in Equity Lifestyle Properties in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 150 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $12.7B → $13.2B (+$529M)

2% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 150

0% less funds holding

Funds holding: 409407 (-2)

1.54% less ownership

Funds ownership: 93.51%91.98% (-1.5%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

51% less call options, than puts

Call options by funds: $625K | Put options by funds: $1.28M

Holders
407
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
7.13%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
37
Increased
153
Reduced
150
Closed
33
Calls
$625K
Puts
$1.28M
Net Calls
-$654K
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
301
Gofen & Glossberg
Illinois
$327K -$81.9K -1,000 -19%
American Century Companies
302
American Century Companies
Missouri
$326K -$656 -8 -0.2%
MYAM
303
Meiji Yasuda Asset Management
Japan
$316K
SC
304
Scotia Capital
Ontario, Canada
$305K +$27.9K +340 +10%
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$303K +$96K +1,171 +43%
OFS
306
OneAscent Financial Services
Alabama
$300K +$313K +3,821 New
EFS
307
Essex Financial Services
Connecticut
$288K
NB
308
Norinchukin Bank
Japan
$287K +$55.3K +675 +23%
WAM
309
World Asset Management
Michigan
$284K -$22K -269 -7%
PAS
310
Park Avenue Securities
New York
$282K +$51.1K +623 +21%
E
311
Ergoteles
New York
$281K +$294K +3,592 New
DFG
312
Demars Financial Group
Washington
$265K +$278K +3,393 New
CRC
313
Curi RMB Capital
Illinois
$260K +$273K +3,332 New
BMSSC
314
B. Metzler seel. Sohn & Co
Germany
$250K
Bessemer Group
315
Bessemer Group
New Jersey
$250K +$7.79K +95 +3%
MML Investors Services
316
MML Investors Services
Massachusetts
$247K +$38.5K +470 +17%
Los Angeles Capital Management
317
Los Angeles Capital Management
California
$243K
PA
318
PFG Advisors
Arizona
$243K
LWAM
319
Legacy Wealth Asset Management
Minnesota
$238K -$1.89K -23 -0.7%
BTWM
320
Baker Tilly Wealth Management
Wisconsin
$237K -$9.83K -120 -4%
N
321
Natixis
France
$233K -$275K -3,354 -53%
CANY
322
Caxton Associates (New York)
New York
$233K +$244K +2,977 New
CCM
323
Copeland Capital Management
Pennsylvania
$228K
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$223K -$15.2K -185 -6%
GAM
325
Gotham Asset Management
New York
$222K +$233K +2,843 New