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Equity Lifestyle Properties

418 hedge funds and large institutions have $11.7B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,343% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $456K

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

3% more funds holding

Funds holding: 407418 (+11)

5% more capital invested

Capital invested by funds: $11.1B → $11.7B (+$534M)

3% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 147

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.08% less ownership

Funds ownership: 93.92%93.84% (-0.08%)

Holders
418
Holders Change
+11
Holders Change %
+2.7%
% of All Funds
6.66%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
54
Increased
151
Reduced
147
Closed
34
Calls
$6.58M
Puts
$456K
Net Calls
+$6.12M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
326
Martingale Asset Management
Massachusetts
$221K
Creative Planning
327
Creative Planning
Kansas
$216K +$218K +3,215 New
BMSSC
328
B. Metzler seel. Sohn & Co
Germany
$215K
PAG
329
Private Advisor Group
New Jersey
$214K +$217K +3,190 New
PA
330
PFG Advisors
Arizona
$208K -$272 -4 -0.1%
AA
331
ALPS Advisors
Colorado
$208K -$48.2K -710 -19%
CA
332
Commerzbank Aktiengesellschaft
Germany
$205K +$207K +3,052 New
VFA
333
Values First Advisors
Tennessee
$203K -$92.4K -1,362 -31%
MGP
334
Metis Global Partners
California
$200K +$203K +2,986 New
PA
335
Parallel Advisors
California
$195K -$43.9K -647 -18%
O
336
Ossiam
France
$186K +$47.1K +694 +34%
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$173K -$214K -3,155 -55%
TPCW
338
TD Private Client Wealth
New York
$165K +$4.21K +62 +3%
BAMF
339
BI Asset Management Fondsmaeglerselskab
Denmark
$164K +$10.3K +152 +7%
AIG
340
American International Group
New York
$155K -$4.21K -62 -3%
OIA
341
Optimum Investment Advisors
Illinois
$138K
CMBA
342
C.M. Bidwell & Associates
Hawaii
$137K
CCP
343
Carmel Capital Partners
California
$127K +$129K +1,895 New
MC
344
Machina Capital
France
$107K +$109K +1,600 New
S
345
SignatureFD
Georgia
$105K -$16.9K -249 -14%
MCM
346
Manchester Capital Management
Vermont
$105K +$30.8K +454 +41%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$104K +$14.7K +216 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
348
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$103K -$7.8M -114,966 -99%
BCV
349
Banque Cantonale Vaudoise
Switzerland
$101K
QCG
350
Quadrant Capital Group
Ohio
$97.4K +$5.16K +76 +6%