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Equity Lifestyle Properties

411 hedge funds and large institutions have $10.7B invested in Equity Lifestyle Properties in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 145 increasing their positions, 158 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

5% more capital invested

Capital invested by funds: $10.3B → $10.7B (+$467M)

0.72% more ownership

Funds ownership: 92.23%92.95% (+0.72%)

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

8% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 158

1% less funds holding

Funds holding: 417411 (-6)

96% less call options, than puts

Call options by funds: $544K | Put options by funds: $14.3M

Holders
411
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
7.27%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
48
Increased
145
Reduced
158
Closed
49
Calls
$544K
Puts
$14.3M
Net Calls
-$13.8M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Anchor Investment Management
South Carolina
$42.6K
S
352
SignatureFD
Georgia
$42K -$4.57K -74 -10%
T
353
TOBAM
France
$36K
APA
354
American Portfolios Advisors
New York
$34K
HNB
355
Huntington National Bank
Ohio
$31K +$2.78K +45 +10%
QCG
356
Quadrant Capital Group
Ohio
$28K -$26.3K -426 -49%
PCG
357
Private Capital Group
Connecticut
$28K -$26.2K -425 -49%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$28K
GWM
359
Geneos Wealth Management
Colorado
$28K
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26K +$25.3K +410 New
HFS
361
Hantz Financial Services
Michigan
$22K +$21K +340 New
HWA
362
Heritage Wealth Advisors
Virginia
$21K
PFGIA
363
Patriot Financial Group Insurance Agency
Massachusetts
$20K
Credit Agricole
364
Credit Agricole
France
$18K
Fuller & Thaler Asset Management
365
Fuller & Thaler Asset Management
California
$18K
LC
366
Lindbrook Capital
California
$18K +$123 +2 +0.7%
MAM
367
Meeder Asset Management
Ohio
$11K
POIA
368
Pin Oak Investment Advisors
Texas
$11K
AWA
369
Arkadios Wealth Advisors
Georgia
$10K -$35.9K -582 -79%
EARNEST Partners
370
EARNEST Partners
Georgia
$10K
BCA
371
Berman Capital Advisors
Georgia
$10K +$493 +8 +5%
ED
372
Exane Derivatives
France
$9.12K +$8.88K +144 New
FF
373
FourThought Financial
Florida
$9K +$9.13K +148 New
FHA
374
First Horizon Advisors
Tennessee
$8K -$6.23K -101 -46%
DSC
375
Duncker Streett & Co
Missouri
$8K

ELS Hedge Fund Activity: Q4 2020 in Review

411 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2020, worth a combined $10.7B — up 4.5% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of ELS and 48 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 145 added.

The largest buyer was Long Pond Capital, opening a new position worth an estimated $100M. The largest seller was Fidelity Investments, cutting an estimated $158M.

  • 411 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2020, down from 417 in Q3 2020.
  • Funds reported $10.7B of Equity Lifestyle Properties stock for Q4 2020, up 4.5% quarter-over-quarter.
  • 48 funds opened new Equity Lifestyle Properties positions in Q4 2020 and 49 closed out, a net change of -1 holder.
  • The largest Equity Lifestyle Properties buyer in Q4 2020 was Long Pond Capital, an estimated $100M added.
  • The largest Equity Lifestyle Properties seller in Q4 2020 was Fidelity Investments, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2020.