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Equity Lifestyle Properties

434 hedge funds and large institutions have $14.8B invested in Equity Lifestyle Properties in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 168 increasing their positions, 146 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

69% more call options, than puts

Call options by funds: $385K | Put options by funds: $228K

15% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 146

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more capital invested

Capital invested by funds: $13.2B → $14.8B (+$1.61B)

7% more funds holding

Funds holding: 407434 (+27)

0.36% more ownership

Funds ownership: 91.98%92.34% (+0.36%)

Holders
434
Holders Change
+27
Holders Change %
+6.63%
% of All Funds
6.68%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
59
Increased
168
Reduced
146
Closed
27
Calls
$385K
Puts
$228K
Net Calls
+$157K
Net Calls Change
+$811K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
376
Private Capital Group
Connecticut
$38K
VRS
377
Virginia Retirement Systems
Virginia
$37.2K -$926K -11,000 -3%
KFP
378
KB Financial Partners
New Jersey
$32K +$30.3K +360 New
AIM
379
Achmea Investment Management
Netherlands
$30K
LC
380
Lindbrook Capital
California
$28K -$1.94K -23 -7%
HWA
381
Heritage Wealth Advisors
Virginia
$28K
DFCM
382
Dark Forest Capital Management
Puerto Rico
$28K +$8.33K +99 +44%
EBA
383
Eagle Bay Advisors
New York
$24K -$3.28K -39 -13%
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$23K
IAG
385
Investmark Advisory Group
Connecticut
$22K +$21.4K +254 New
RPCONE
386
Retirement Planning Company of New England
Rhode Island
$22K +$21.9K +260 New
MA
387
MUFG Americas
New York
$21K +$5.81K +69 +41%
EI
388
Ellevest Inc
New York
$21K +$8.16K +97 +66%
Manulife (Manufacturers Life Insurance)
389
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.8K +$7.93M +94,206 +66%
HFS
390
Hantz Financial Services
Michigan
$19K
EW
391
Evoke Wealth
California
$18K
UB
392
UMB Bank
Missouri
$18K +$17.7K +210 New
AF
393
Allworth Financial
California
$15K
POIA
394
Pin Oak Investment Advisors
Texas
$15K
NFG
395
Next Financial Group
Texas
$14K +$7.49K +89 +135%
EARNEST Partners
396
EARNEST Partners
Georgia
$13K
FF
397
FourThought Financial
Florida
$13K
Fuller & Thaler Asset Management
398
Fuller & Thaler Asset Management
California
$12K
PO
399
Private Ocean
California
$11K
GC
400
Globeflex Capital
California
$11K +$10.4K +123 New