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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
AF
401
Allworth Financial
California
$11.9K +$545 +8 +5%
QC
402
Quent Capital
New York
$10.4K +$3.67K +54 +58%
First Manhattan
403
First Manhattan
New York
$9.66K – – –
GRP
404
Global Retirement Partners
California
$9.5K +$3.95K +58 +74%
RIM
405
Rakuten Investment Management
Japan
$9.1K +$8.64K +127 New
GC
406
Globeflex Capital
California
$8.68K – – –
BGAI
407
Bruce G. Allen Investments
Colorado
$8.11K +$7.83K +115 New
HWA
408
HHM Wealth Advisors
Tennessee
$7.97K – – –
EBA
409
Eagle Bay Advisors
New York
$6.1K -$79.6K -1,169 -93%
ST
410
Smithfield Trust
Pennsylvania
$5K – – –
HGERS
411
Householder Group Estate & Retirement Specialist
Arizona
$5K +$68 +1 +1%
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$4.94K – – –
MA
413
Montag & Associates
Georgia
$4.72K – – –
FFO
414
Fortitude Family Office
Arizona
$4.44K +$4.29K +63 New
OC
415
Oakworth Capital
Alabama
$4.37K +$4.22K +62 New
GI
416
Gradient Investments
Minnesota
$3.95K – – –
BWL
417
Bogart Wealth LLC
Virginia
$3.89K – – –
GWS
418
Glassman Wealth Services
Virginia
$3.1K +$408 +6 +16%
CB
419
CNB Bank
Pennsylvania
$2.89K – – –
PGAM
420
Princeton Global Asset Management
New Jersey
$2.47K +$2.38K +35 New
1832 Asset Management
421
1832 Asset Management
Ontario, Canada
$2.4K – – –
CQS
422
Credential Qtrade Securities
$2.4K – – –
TIM
423
Tortoise Investment Management
New York
$2.05K – – –
HBW
424
Hazlett, Burt & Watson
West Virginia
$2K – – –
CAL
425
Capital Advisors Ltd
Ohio
$2K +$2.18K +32 New
15 16
17
18 19

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.