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Equity Lifestyle Properties

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: 428446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BC
376
Brookfield Corp
Ontario, Canada
$83.9K +$81K +1,190 New
NICM
377
Neo Ivy Capital Management
New York
$82K +$79.4K +1,166 New
CTC
378
Central Trust Company
Missouri
$79K
MSWM
379
McGlone Suttner Wealth Management
Wisconsin
$76.9K +$74.3K +1,091 New
N
380
Natixis
France
$72.4K -$80.6K -1,184 -54%
KLWA
381
Kelly Lawrence W & Associates
California
$70.5K
SWS
382
SYSTM Wealth Solutions
Illinois
$55.8K +$53.8K +791 New
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$54.4K -$537K -7,884 -91%
AIM
384
Anchor Investment Management
South Carolina
$47.4K +$2.18K +32 +5%
PPC
385
Park Place Capital
Alabama
$46.1K -$9.6K -141 -18%
FDCDDQ
386
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.1K
LC
387
Lindbrook Capital
California
$44.5K +$12.4K +182 +41%
HT
388
Headlands Technologies
Illinois
$44K +$25K +368 +144%
GI
389
GAMMA Investing
California
$43.9K +$44.1K +648 New
CAL
390
Capital Analysts LLC
Pennsylvania
$42K -$8.44K -124 -17%
HNB
391
Huntington National Bank
Ohio
$41.3K -$55.3K -812 -58%
LS
392
Livforsakringsbolaget Skandia
Sweden
$35.5K +$34K +500 New
BTI
393
Blue Trust Inc
Georgia
$30K -$9.73K -143 -23%
WAG
394
Wiser Advisor Group
Arizona
$28K +$27K +397 New
TFIPS
395
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.6K +$21.8K +320 New
POIA
396
Pin Oak Investment Advisors
Texas
$21K
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$17K +$7.62K +112 +87%
NA
398
NewEdge Advisors
Louisiana
$14.8K +$476 +7 +3%
C
399
Covestor
United Kingdom
$13K -$272 -4 -2%
PS
400
Principal Securities
Iowa
$13K +$12.5K +184 New

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.