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Equity Lifestyle Properties

415 hedge funds and large institutions have $10.8B invested in Equity Lifestyle Properties in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

1% more funds holding

Funds holding: 411415 (+4)

1% more capital invested

Capital invested by funds: $10.7B → $10.8B (+$76.7M)

0.35% more ownership

Funds ownership: 92.95%93.3% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

98% less call options, than puts

Call options by funds: $635K | Put options by funds: $31.3M

Holders
415
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
7.29%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
47
Increased
154
Reduced
157
Closed
42
Calls
$635K
Puts
$31.3M
Net Calls
-$30.7M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
351
Central Trust Company
Missouri
$71K
S
352
SignatureFD
Georgia
$58K +$15.4K +248 +37%
CAL
353
Capital Analysts LLC
Pennsylvania
$55K -$746 -12 -1%
SIM
354
Sonora Investment Management
Arizona
$45K
HCP
355
Hexagon Capital Partners
Arkansas
$43K -$187 -3 -0.4%
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.1K +$13.6K +219 +53%
AIM
357
Anchor Investment Management
South Carolina
$40K -$2.67K -43 -6%
T
358
TOBAM
France
$36K
QCG
359
Quadrant Capital Group
Ohio
$35K +$6.66K +107 +24%
GWM
360
Geneos Wealth Management
Colorado
$31K
APA
361
American Portfolios Advisors
New York
$30.2K -$3.86K -62 -12%
HNB
362
Huntington National Bank
Ohio
$30K -$1.62K -26 -5%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$28K
AWA
364
Arkadios Wealth Advisors
Georgia
$28K +$18.2K +292 +184%
KFP
365
KB Financial Partners
New Jersey
$26K +$25.3K +407 New
BMD
366
Better Money Decisions
New Mexico
$24K +$23.8K +382 New
PCG
367
Private Capital Group
Connecticut
$23K -$4.85K -78 -18%
LC
368
Lindbrook Capital
California
$21K +$2.61K +42 +15%
HWA
369
Heritage Wealth Advisors
Virginia
$20.6K
Fuller & Thaler Asset Management
370
Fuller & Thaler Asset Management
California
$18K
HWMA
371
Heritage Wealth Management (Arizona)
Arizona
$18K +$17.7K +284 New
HFS
372
Hantz Financial Services
Michigan
$14K -$7.46K -120 -35%
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$6.91K -111 -35%
MAM
374
Meeder Asset Management
Ohio
$11K -$311 -5 -3%
POIA
375
Pin Oak Investment Advisors
Texas
$11K

ELS Hedge Fund Activity: Q1 2021 in Review

415 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2021, worth a combined $10.8B — up 0.71% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ELS positions and 42 closed out — a net gain of 5 holders — while 154 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $121M. The largest seller was Renaissance Technologies, cutting an estimated $60.1M.

  • 415 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2021, up from 411 in Q4 2020.
  • Funds reported $10.8B of Equity Lifestyle Properties stock for Q1 2021, up 0.71% quarter-over-quarter.
  • 47 funds opened new Equity Lifestyle Properties positions in Q1 2021 and 42 closed out, a net change of +5 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2021 was Fidelity Investments, an estimated $121M added.
  • The largest Equity Lifestyle Properties seller in Q1 2021 was Renaissance Technologies, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2021.