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Equity Lifestyle Properties

407 hedge funds and large institutions have $13.2B invested in Equity Lifestyle Properties in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 150 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $12.7B → $13.2B (+$529M)

2% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 150

0% less funds holding

Funds holding: 409407 (-2)

1.54% less ownership

Funds ownership: 93.51%91.98% (-1.5%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

51% less call options, than puts

Call options by funds: $625K | Put options by funds: $1.28M

Holders
407
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
7.13%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
37
Increased
153
Reduced
150
Closed
33
Calls
$625K
Puts
$1.28M
Net Calls
-$654K
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
351
Quadrant Capital Group
Ohio
$54K +$6.06K +74 +12%
MCM
352
Manchester Capital Management
Vermont
$51K +$53.4K +652 New
FDCDDQ
353
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.1K
AIM
354
Anchor Investment Management
South Carolina
$45.6K -$3.77K -46 -7%
T
355
TOBAM
France
$44K
HNB
356
Huntington National Bank
Ohio
$40K +$4.34K +53 +11%
APA
357
American Portfolios Advisors
New York
$37K
GWM
358
Geneos Wealth Management
Colorado
$35K
PCG
359
Private Capital Group
Connecticut
$34K +$2.29K +28 +7%
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$34K +$35.9K +438 New
NICM
361
Neo Ivy Capital Management
New York
$34K +$44.3K +541 New
BMD
362
Better Money Decisions
New Mexico
$30K
LC
363
Lindbrook Capital
California
$27K
HWA
364
Heritage Wealth Advisors
Virginia
$25.3K
AIM
365
Achmea Investment Management
Netherlands
$25K +$27.3K +333 New
EBA
366
Eagle Bay Advisors
New York
$24K +$7.62K +93 +42%
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$4.51K +55 +27%
SWM
368
Spire Wealth Management
Virginia
$18K
DFCM
369
Dark Forest Capital Management
Puerto Rico
$18K +$18.4K +225 New
HFS
370
Hantz Financial Services
Michigan
$17K
CA
371
Clearstead Advisors
Ohio
$17K +$15.9K +194 +746%
EW
372
Evoke Wealth
California
$15K +$16.4K +200 New
MAM
373
Meeder Asset Management
Ohio
$14K +$738 +9 +5%
AF
374
Allworth Financial
California
$14K +$14K +171 +8,550%
POIA
375
Pin Oak Investment Advisors
Texas
$13K