We are live on ! Find out more
ELS icon

Equity Lifestyle Properties

409 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 163 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $10.8B → $12.7B (+$1.85B)

0.21% more ownership

Funds ownership: 93.3%93.51% (+0.21%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 415409 (-6)

12% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 163

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

96% less call options, than puts

Call options by funds: $743K | Put options by funds: $18.9M

Holders
409
Holders Change
-6
Holders Change %
-1.45%
% of All Funds
7.12%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.17%
New
41
Increased
143
Reduced
163
Closed
43
Calls
$743K
Puts
$18.9M
Net Calls
-$18.2M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
351
American Portfolios Advisors
New York
$35.2K
HNB
352
Huntington National Bank
Ohio
$34K
GWM
353
Geneos Wealth Management
Colorado
$33K
FWM
354
FFT Wealth Management
Pennsylvania
$32K +$30.4K +430 New
PCG
355
Private Capital Group
Connecticut
$30K +$3.33K +47 +13%
BMD
356
Better Money Decisions
New Mexico
$28K
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$28K
KFP
358
KB Financial Partners
New Jersey
$27K -$3.11K -44 -11%
LC
359
Lindbrook Capital
California
$25K +$778 +11 +3%
HWA
360
Heritage Wealth Advisors
Virginia
$24.1K
GKIM
361
GW&K Investment Management
Massachusetts
$23K -$194K -2,745 -90%
EBA
362
Eagle Bay Advisors
New York
$19K +$15.5K +219 New
TAIM
363
TD Ameritrade Investment Management
Nebraska
$18K +$8.06K +114 +93%
SWM
364
Spire Wealth Management
Virginia
$17K +$8.49K +120 +106%
HFS
365
Hantz Financial Services
Michigan
$16K
PFGIA
366
Patriot Financial Group Insurance Agency
Massachusetts
$15K
POIA
367
Pin Oak Investment Advisors
Texas
$13K
MAM
368
Meeder Asset Management
Ohio
$12K -$71 -1 -0.6%
BCA
369
Berman Capital Advisors
Georgia
$12K +$1.34K +19 +13%
EARNEST Partners
370
EARNEST Partners
Georgia
$11K
Fuller & Thaler Asset Management
371
Fuller & Thaler Asset Management
California
$10K -$11K -155 -53%
FF
372
FourThought Financial
Florida
$10K
EI
373
Ellevest Inc
New York
$10K +$283 +4 +3%
National Pension Service
374
National Pension Service
South Korea
$10K +$1.2K +17 +14%
PO
375
Private Ocean
California
$9K