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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
VVP
326
Venture Visionary Partners
Ohio
$310K – – –
KPWS
327
Kestra Private Wealth Services
Texas
$310K +$297K +4,363 New
APG Asset Management
328
APG Asset Management
Netherlands
$304K -$28K -412 -8%
WKWM
329
Walter & Keenan Wealth Management
Indiana
$300K – – –
BC
330
Bridgefront Capital
Texas
$298K +$288K +4,231 New
Commonwealth Equity Services
331
Commonwealth Equity Services
Massachusetts
$296K +$1.23K +18 +0.4%
IMCOOI
332
Investment Management Corp of Ontario (IMCO)
Canada
$292K +$282K +4,141 New
VI
333
Vestcor Inc
New Brunswick, Canada
$290K -$2.65K -39 -0.9%
SC
334
Scotia Capital
Ontario, Canada
$290K -$2.45K -36 -0.9%
BAMF
335
BI Asset Management Fondsmaeglerselskab
Denmark
$277K +$12K +177 +5%
NS
336
NBC Securities
Alabama
$274K -$5.38K -79 -2%
MYAM
337
Meiji Yasuda Asset Management
Japan
$270K -$3.39M -49,780 -93%
PA
338
Procyon Advisors
Connecticut
$268K – – –
SI
339
Stephens Inc
Arkansas
$249K +$6.67K +98 +3%
LWAM
340
Legacy Wealth Asset Management
Minnesota
$249K -$476 -7 -0.2%
DPAM
341
Degroof Petercam Asset Management
Belgium
$245K +$237K +3,478 New
WT
342
Whittier Trust
California
$240K – – –
PAG
343
Private Advisor Group
New Jersey
$238K +$229K +3,368 New
CRC
344
Curi RMB Capital
Illinois
$235K – – –
MM
345
MQS Management
New York
$233K +$225K +3,304 New
AIMCA
346
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$233K – – –
MAM
347
Martingale Asset Management
Massachusetts
$232K – – –
FWM
348
FFT Wealth Management
Pennsylvania
$229K +$221K +3,246 New
Man Group
349
Man Group
United Kingdom
$224K +$216K +3,175 New
PRC
350
Pearl River Capital
Michigan
$224K +$216K +3,174 New
12 13
14
15 16

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.