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Equity Lifestyle Properties
ELS

446 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $85K

42% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $12.2B → $13B (+$782M)

4% more funds holding

Funds holding: 428 → 446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.99% less ownership

Funds ownership: 102.58% → 98.59% (-4%)

18% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 175

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
71
Increased
143
Reduced
175
Closed
50
Calls
$1.36M
Puts
$85K
Net Calls
+$1.28M
Net Calls Change
+$575K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$129M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$262M
2
Deutsche Bank
Deutsche Bank
Germany
-$136M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
351
Personal CFO Solutions
New Jersey
$222K +$214K +3,147 New
GCP
352
GSA Capital Partners
United Kingdom
$221K +$213K +3,128 New
FAIM
353
Financial Advocates Investment Management
Washington
$219K +$211K +3,104 New
QCG
354
Quadrant Capital Group
Ohio
$217K +$59K +867 +39%
CA
355
Commerzbank Aktiengesellschaft
Germany
$216K +$208K +3,052 New
VEA
356
Virtus ETF Advisers
New York
$215K +$4.97K +73 +2%
TPCW
357
TD Private Client Wealth
New York
$210K -$4.36K -64 -2%
DADC
358
D.A. Davidson & Co
Montana
$209K +$201K +2,959 New
VF
359
Virtu Financial
New York
$207K -$264K -3,876 -57%
CAN
360
Cetera Advisor Networks
California
$206K -$135K -1,985 -41%
GWMR
361
GC Wealth Management RIA
Massachusetts
$204K +$197K +2,893 New
HFS
362
Hantz Financial Services
Michigan
$202K -$297K -4,360 -60%
PAS
363
Park Avenue Securities
New York
$201K -$134K -1,967 -41%
IGAM
364
iA Global Asset Management
Quebec, Canada
$184K +$177K +2,606 New
Allspring Global Investments
365
Allspring Global Investments
North Carolina
$179K -$318K -4,674 -65%
Simplex Trading
366
Simplex Trading
Illinois
$161K +$142K +2,083 +1,036%
MCM
367
Manchester Capital Management
Vermont
$158K +$17.8K +261 +13%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$146K -$34.4K -505 -20%
OIA
369
Optimum Investment Advisors
Illinois
$145K – – –
PA
370
Parallel Advisors
California
$142K -$5.85K -86 -4%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$141K -$2.04K -30 -1%
S
372
SignatureFD
Georgia
$122K +$8.03K +118 +7%
DGAM
373
Desjardins Global Asset Management
Quebec, Canada
$114K +$32.9K +484 +43%
T
374
TOBAM
France
$97K +$15.7K +230 +20%
QT
375
Quantbot Technologies
New York
$84.1K -$5.1M -74,897 -98%
13 14
15
16 17

ELS Hedge Fund Activity: Q4 2023 in Review

446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2023, worth a combined $13B — up 6.4% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ELS positions and 50 closed out — a net gain of 21 holders — while 143 added to existing stakes and 175 trimmed.

The largest buyer was Norges Bank, adding an estimated $138M. The largest seller was Principal Financial Group, cutting an estimated $262M.

  • 446 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2023, up from 428 in Q3 2023.
  • Funds reported $13B of Equity Lifestyle Properties stock for Q4 2023, up 6.4% quarter-over-quarter.
  • 71 funds opened new Equity Lifestyle Properties positions in Q4 2023 and 50 closed out, a net change of +21 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2023 was Norges Bank, an estimated $138M added.
  • The largest Equity Lifestyle Properties seller in Q4 2023 was Principal Financial Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2023.