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Equity Lifestyle Properties
ELS

418 hedge funds and large institutions have $11.7B invested in Equity Lifestyle Properties in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,343% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $456K

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

3% more funds holding

Funds holding: 407 → 418 (+11)

5% more capital invested

Capital invested by funds: $11.1B → $11.7B (+$534M)

3% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 147

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.08% less ownership

Funds ownership: 93.92% → 93.84% (-0.08%)

Holders
418
Holders Change
+11
Holders Change %
+2.7%
% of All Funds
6.66%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
54
Increased
151
Reduced
147
Closed
34
Calls
$6.58M
Puts
$456K
Net Calls
+$6.12M
Net Calls Change
+$15.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$108M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.8M
3
Millennium Management
Millennium Management
New York
+$27.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$24.9M
5
RC
Resolution Capital
Australia
+$23.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$110M
2
Invesco
Invesco
Georgia
-$69M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$58.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$37.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$34.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
351
PEAK6 Investments
Illinois
$78.7K +$79.5K +1,172 New
CTC
352
Central Trust Company
Missouri
$75.2K – – –
T
353
TOBAM
France
$72K -$35.4K -522 -33%
EBA
354
Eagle Bay Advisors
New York
$63.6K -$3.67K -54 -5%
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.8K -$975K -14,369 -94%
HNB
356
Huntington National Bank
Ohio
$53K -$339 -5 -0.6%
BTI
357
Blue Trust Inc
Georgia
$52K +$13.6K +201 +33%
PPC
358
Park Place Capital
Alabama
$50.2K -$8.08K -119 -14%
CAL
359
Capital Analysts LLC
Pennsylvania
$48K -$7.94K -117 -14%
AIM
360
Anchor Investment Management
South Carolina
$44.9K +$68 +1 +0.1%
National Bank of Canada
361
National Bank of Canada
Quebec, Canada
$42.6K -$611 -9 -1%
LC
362
Lindbrook Capital
California
$36.3K +$5.16K +76 +16%
ETC
363
Exchange Traded Concepts
Oklahoma
$34K +$26.1K +384 +315%
DGAM
364
Desjardins Global Asset Management
Quebec, Canada
$32K -$3.05K -45 -9%
RCM
365
Raleigh Capital Management
North Carolina
$27.9K +$28.2K +416 New
FHA
366
First Horizon Advisors
Tennessee
$27.2K +$3.33K +49 +14%
AIM
367
Achmea Investment Management
Netherlands
$23K – – –
HWA
368
Heritage Wealth Advisors
Virginia
$21.8K – – –
POIA
369
Pin Oak Investment Advisors
Texas
$15K – – –
PFG
370
Piershale Financial Group
Illinois
$13.6K – – –
RTC
371
Riverview Trust Company
Washington
$13.5K – – –
C
372
Covestor
United Kingdom
$13K +$68 +1 +0.5%
EWA
373
EverSource Wealth Advisors
Alabama
$11.3K +$9.57K +141 +522%
EARNEST Partners
374
EARNEST Partners
Georgia
$10.2K – – –
HWA
375
HHM Wealth Advisors
Tennessee
$8.93K +$1.83K +27 +25%
13 14
15
16 17

ELS Hedge Fund Activity: Q1 2023 in Review

418 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2023, worth a combined $11.7B — up 4.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ELS positions and 34 closed out — a net gain of 20 holders — while 151 added to existing stakes and 147 trimmed.

The largest buyer was Boston Partners, adding an estimated $108M. The largest seller was JP Morgan Chase, cutting an estimated $110M.

  • 418 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2023, up from 407 in Q4 2022.
  • Funds reported $11.7B of Equity Lifestyle Properties stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 54 funds opened new Equity Lifestyle Properties positions in Q1 2023 and 34 closed out, a net change of +20 holders.
  • The largest Equity Lifestyle Properties buyer in Q1 2023 was Boston Partners, an estimated $108M added.
  • The largest Equity Lifestyle Properties seller in Q1 2023 was JP Morgan Chase, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2023.