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Equity Lifestyle Properties

417 hedge funds and large institutions have $11B invested in Equity Lifestyle Properties in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 147 increasing their positions, 172 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.29% more ownership

Funds ownership: 91.73%94.02% (+2.3%)

3% less funds holding

Funds holding: 431417 (-14)

9% less capital invested

Capital invested by funds: $12B → $11B (-$1.06B)

15% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 172

27% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 49

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

91% less call options, than puts

Call options by funds: $961K | Put options by funds: $10.6M

Holders
417
Holders Change
-14
Holders Change %
-3.25%
% of All Funds
7.18%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
147
Reduced
172
Closed
49
Calls
$961K
Puts
$10.6M
Net Calls
-$9.62M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
376
Hantz Financial Services
Michigan
$6K -$26.7K -371 -80%
MA
377
MUFG Americas
New York
$6K -$4.38K -61 -38%
SPIA
378
Steward Partners Investment Advisory
New York
$6K -$1.22K -17 -16%
ETC
379
Exchange Traded Concepts
Oklahoma
$6K
QC
380
Quent Capital
New York
$6K
BIA
381
Bell Investment Advisors
California
$6K +$1.15K +16 +22%
IFAM
382
Institutional & Family Asset Management
Colorado
$6K +$1.44K +20 +26%
NICM
383
Neo Ivy Capital Management
New York
$6K +$6.47K +90 +1,286%
HWA
384
HHM Wealth Advisors
Tennessee
$5K -$4.74K -66 -43%
MAM
385
Meeder Asset Management
Ohio
$5K -$3.45K -48 -36%
MHR
386
Matthew Hamilton Rosenberg
$5K
CYG
387
Clean Yield Group
Vermont
$5K +$5.17K +72 New
RCM
388
Raleigh Capital Management
North Carolina
$4K -$216 -3 -5%
BC
389
Burleson & Co
California
$4K
ST
390
Smithfield Trust
Pennsylvania
$4K
TSWM
391
Tyler-Stone Wealth Management
Ohio
$4K
CAL
392
Capital Advisors Ltd
Ohio
$4K +$2.66K +37 +142%
PFPT
393
Pinnacle Financial Partners (Tennessee)
Tennessee
$4K +$4.67K +65 New
HGERS
394
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4.96K +69 New
CB
395
CNB Bank
Pennsylvania
$3K
GRP
396
Global Retirement Partners
California
$3K
TWA
397
TCI Wealth Advisors
Arizona
$3K
AWM
398
Activest Wealth Management
Florida
$3K +$1.94K +27 +123%
KSWA
399
Kathleen S. Wright Associates
Pennsylvania
$3K +$2.95K +41 New
TCWA
400
Ten Capital Wealth Advisors
Washington
$3K +$3.74K +52 New