Equity Lifestyle Properties
417 hedge funds and large institutions have $12B invested in Equity Lifestyle Properties in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 161 increasing their positions, 155 reducing their positions, and 32 closing their positions.
576% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $260K
2.78% more ownership
Funds ownership: 93.84% → 96.63% (+2.8%)
6% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 32
4% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 155
3% more capital invested
Capital invested by funds: $11.7B → $12B (+$361M)
0% less funds holding
Funds holding: 418 → 417 (-1)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTC
Chai Trust Company
Chicago,
Illinois
|
+$366M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$153M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$50.3M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
+$48.8M |
| 5 |
JP Morgan Chase
New York
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$91.1M |
| 2 |
ZP
Zimmer Partners
New York
|
-$52.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$42.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$30.4M |
ELS Hedge Fund Activity: Q2 2023 in Review
417 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q2 2023, worth a combined $12B — up 3.1% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ELS positions and 32 closed out — a net gain of 2 holders — while 161 added to existing stakes and 155 trimmed.
The largest buyer was Chai Trust Company, adding an estimated $366M. The largest seller was OFI Invest Asset Management, cutting an estimated $91.1M.
- 417 institutional investors held Equity Lifestyle Properties (ELS) as of Q2 2023, down from 418 in Q1 2023.
- Funds reported $12B of Equity Lifestyle Properties stock for Q2 2023, up 3.1% quarter-over-quarter.
- 34 funds opened new Equity Lifestyle Properties positions in Q2 2023 and 32 closed out, a net change of +2 holders.
- The largest Equity Lifestyle Properties buyer in Q2 2023 was Chai Trust Company, an estimated $366M added.
- The largest Equity Lifestyle Properties seller in Q2 2023 was OFI Invest Asset Management, an estimated $91.1M sold.
Based on aggregated 13F filings for Q2 2023.