We are live on ! Find out more
ELS icon

Equity Lifestyle Properties

431 hedge funds and large institutions have $12B invested in Equity Lifestyle Properties in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 410431 (+21)

1% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 152

0.14% more ownership

Funds ownership: 91.59%91.73% (+0.14%)

7% less capital invested

Capital invested by funds: $13B → $12B (-$954M)

98% less call options, than puts

Call options by funds: $825K | Put options by funds: $40.7M

Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
7.26%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
60
Increased
153
Reduced
152
Closed
31
Calls
$825K
Puts
$40.7M
Net Calls
-$39.9M
Net Calls Change
-$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
301
FORA Capital
Florida
$374K +$50.6K +678 +15%
FBB
302
Fulton Breakefield Broenniman
Maryland
$367K -$16.8K -225 -4%
RA
303
Riverstone Advisors
Texas
$366K
OWM
304
OneAscent Wealth Management
Alabama
$363K +$3.21K +43 +0.8%
NW
305
NewEdge Wealth
Pennsylvania
$353K +$374K +5,009 New
MML Investors Services
306
MML Investors Services
Massachusetts
$352K +$63.3K +849 +21%
DFCM
307
Dark Forest Capital Management
Puerto Rico
$349K +$368K +4,928 +16,993%
PG
308
Pendal Group
Australia
$345K +$366K +4,900 New
FAF
309
Första AP-fonden
Sweden
$338K +$358K +4,800 New
PSP
310
Principal Street Partners
Tennessee
$333K +$11.6K +155 +3%
NB
311
Norinchukin Bank
Japan
$330K +$28.3K +379 +9%
OC
312
Oppenheimer & Co
New York
$320K +$51K +683 +18%
VVP
313
Venture Visionary Partners
Ohio
$313K
OFS
314
OneAscent Financial Services
Alabama
$304K -$20.1K -269 -6%
WKWM
315
Walter & Keenan Wealth Management
Indiana
$299K -$18.7K -250 -6%
LWAC
316
Laurel Wealth Advisors (California)
California
$296K
FM
317
Family Management
New York
$295K
VFA
318
Values First Advisors
Tennessee
$294K +$224 +3 +0.1%
GCP
319
GSA Capital Partners
United Kingdom
$289K +$306K +4,103 New
SC
320
Scotia Capital
Ontario, Canada
$288K -$1.64K -22 -0.5%
PP
321
Prudential plc
United Kingdom
$286K +$1.94K +26 +0.6%
AAIM
322
American Assets Investment Management
California
$286K +$93.9K +1,259 +45%
Creative Planning
323
Creative Planning
Kansas
$285K +$302K +4,045 New
GG
324
Gofen & Glossberg
Illinois
$273K -$20.9K -280 -7%
KFA
325
Krane Funds Advisors
New York
$269K +$285K +3,818 New