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Equity Lifestyle Properties
ELS

446 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $85K

42% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $12.2B → $13B (+$782M)

4% more funds holding

Funds holding: 428 → 446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.99% less ownership

Funds ownership: 102.58% → 98.59% (-4%)

18% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 175

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
71
Increased
143
Reduced
175
Closed
50
Calls
$1.36M
Puts
$85K
Net Calls
+$1.28M
Net Calls Change
+$575K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$129M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$262M
2
Deutsche Bank
Deutsche Bank
Germany
-$136M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
301
Mesirow Financial Investment Management
Illinois
$444K +$428K +6,294 New
NW
302
NewEdge Wealth
Pennsylvania
$439K -$3.54K -52 -0.8%
VAS
303
Vestmark Advisory Solutions
Massachusetts
$439K -$3.54K -52 -0.8%
KI
304
Kapitalo Investimentos
Brazil
$433K +$307K +4,511 +278%
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$429K +$73.6K +1,082 +22%
EI
306
Ethic Inc
New York
$424K +$409K +6,014 New
DPIM
307
Duff & Phelps Investment Management
Illinois
$423K – – –
FA
308
Fermata Advisors
California
$419K -$1.09K -16 -0.3%
TMAM
309
Tokio Marine Asset Management
Japan
$407K +$6.47K +95 +2%
BHCM
310
Brevan Howard Capital Management
Jersey
$406K +$391K +5,750 New
PA
311
Profund Advisors
Maryland
$405K +$46.8K +687 +14%
MLICM
312
Metropolitan Life Insurance Company (MetLife)
New York
$403K -$953 -14 -0.2%
CIBC Asset Management
313
CIBC Asset Management
Ontario, Canada
$401K -$34.8K -511 -8%
AIA
314
Angeles Investment Advisors
California
$399K +$2.86K +42 +0.8%
RJFSA
315
Raymond James Financial Services Advisors
Florida
$382K +$44.6K +656 +14%
AIM
316
Aigen Investment Management
New York
$368K +$102K +1,501 +40%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$365K -$50.6K -744 -13%
Creative Planning
318
Creative Planning
Kansas
$348K +$56.4K +829 +20%
KJHP
319
K.J. Harrison & Partners
Ontario, Canada
$330K +$319K +4,685 New
CCP
320
Carmel Capital Partners
California
$328K +$48.1K +706 +18%
CAM
321
Congress Asset Management
Massachusetts
$328K -$172K -2,520 -35%
Cerity Partners
322
Cerity Partners
New York
$317K +$306K +4,492 New
IIM
323
INTECH Investment Management
Florida
$316K -$33.1K -486 -10%
BMSSC
324
B. Metzler seel. Sohn & Co
Germany
$314K – – –
Acadian Asset Management
325
Acadian Asset Management
Massachusetts
$312K +$117K +1,722 +63%
11 12
13
14 15

ELS Hedge Fund Activity: Q4 2023 in Review

446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2023, worth a combined $13B — up 6.4% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ELS positions and 50 closed out — a net gain of 21 holders — while 143 added to existing stakes and 175 trimmed.

The largest buyer was Norges Bank, adding an estimated $138M. The largest seller was Principal Financial Group, cutting an estimated $262M.

  • 446 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2023, up from 428 in Q3 2023.
  • Funds reported $13B of Equity Lifestyle Properties stock for Q4 2023, up 6.4% quarter-over-quarter.
  • 71 funds opened new Equity Lifestyle Properties positions in Q4 2023 and 50 closed out, a net change of +21 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2023 was Norges Bank, an estimated $138M added.
  • The largest Equity Lifestyle Properties seller in Q4 2023 was Principal Financial Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2023.