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Equity Lifestyle Properties

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: 407418 (+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: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
401
Glassman Wealth Services
Virginia
$2.55K
HCP
402
Hexagon Capital Partners
Arkansas
$2.55K
CQS
403
Credential Qtrade Securities
$2.28K +$2.31K +34 New
BFA
404
BBJS Financial Advisors
Washington
$2.07K -$509K -7,500 -100%
UB
405
UMB Bank
Missouri
$1.75K +$1.76K +26 New
TIM
406
Tortoise Investment Management
New York
$1.61K
GFWA
407
Grey Fox Wealth Advisors
Delaware
$1.55K +$1.56K +23 New
IA
408
IFP Advisors
Florida
$1.47K -$26.5K -391 -96%
PFBT
409
Parkside Financial Bank & Trust
Missouri
$1.34K
AF
410
Advisornet Financial
Minnesota
$1.34K
NA
411
NewEdge Advisors
Louisiana
$1.28K -$11.7K -172 -90%
IWP
412
IAG Wealth Partners
Wisconsin
$1.01K
Lazard Asset Management
413
Lazard Asset Management
New York
$1K
BAAM
414
Baker Avenue Asset Management
California
$873
Commonwealth Equity Services
415
Commonwealth Equity Services
Massachusetts
$268 -$1.43K -21 -0.5%
BA
416
Bellwether Advisors
Nebraska
$268 +$272 +4 New
BAM
417
Belpointe Asset Management
Nevada
$134 -$68 -1 -33%
FCA
418
Fortis Capital Advisors
Kansas
$134 -$68 -1 -33%
GEA
419
Glen Eagle Advisors
New Jersey
$134
WMSA
420
Weiss Multi-Strategy Advisers
New York
-$19.9M -308,316 Closed
CM
421
Caption Management
Oklahoma
-$3.73M -55,000 Closed
LIP
422
Lighthouse Investment Partners
Florida
-$2.7M -41,759 Closed
Axa
423
Axa
France
-$2.04M -31,601 Closed
ProShare Advisors
424
ProShare Advisors
Maryland
-$1.44M -22,286 Closed
HF
425
HRT Financial
New York
-$1.22M -18,891 Closed