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Equity Lifestyle Properties

394 hedge funds and large institutions have $9.71B invested in Equity Lifestyle Properties in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 146 increasing their positions, 143 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

32% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $3.11M

5% more funds holding

Funds holding: 376394 (+18)

2% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 143

0.62% more ownership

Funds ownership: 92.11%92.73% (+0.62%)

18% less capital invested

Capital invested by funds: $11.8B → $9.71B (-$2.09B)

Holders
394
Holders Change
+18
Holders Change %
+4.79%
% of All Funds
8.68%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.33%
New
67
Increased
146
Reduced
143
Closed
46
Calls
$4.11M
Puts
$3.11M
Net Calls
+$997K
Net Calls Change
-$4.42M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
351
Huntington National Bank
Ohio
$26K -$3.27K -48 -10%
MAM
352
Meeder Asset Management
Ohio
$26K +$30.3K +444 New
Credit Agricole
353
Credit Agricole
France
$26K +$30.4K +446 New
NICM
354
Neo Ivy Capital Management
New York
$26K +$30.9K +453 New
GWM
355
Geneos Wealth Management
Colorado
$25K
NFG
356
Next Financial Group
Texas
$23K -$9.21K -135 -25%
LC
357
Lindbrook Capital
California
$22K -$6K -88 -19%
Rockefeller Capital Management
358
Rockefeller Capital Management
New York
$19K +$14.7K +216 +177%
HWA
359
Heritage Wealth Advisors
Virginia
$18.6K
Fuller & Thaler Asset Management
360
Fuller & Thaler Asset Management
California
$17K -$21.1K -310 -52%
SIAS
361
Shine Investment Advisory Services
Colorado
$16K
PFGIA
362
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$19.6K +287 New
CVA
363
Ceredex Value Advisors
Florida
$14K +$17.1K +250 New
FHA
364
First Horizon Advisors
Tennessee
$13K -$3.96K -58 -21%
II
365
Inspire Investing
Idaho
$12K +$14.2K +208 New
POIA
366
Pin Oak Investment Advisors
Texas
$11K
FANJ
367
Financial Architects (New Jersey)
New Jersey
$10K -$10.2K -150 -46%
EARNEST Partners
368
EARNEST Partners
Georgia
$9K
DSC
369
Duncker Streett & Co
Missouri
$8K
IA
370
IFP Advisors
Florida
$4K
IFAM
371
Institutional & Family Asset Management
Colorado
$4K +$614 +9 +17%
ZB
372
Zions Bancorporation
Utah
$4K +$5.18K +76 New
TL
373
TrueWealth LLC
Georgia
$3K -$2.73K -40 -40%
BCA
374
Berman Capital Advisors
Georgia
$3K -$955 -14 -18%
TWA
375
TCI Wealth Advisors
Arizona
$3K -$409 -6 -10%