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Equity Lifestyle Properties
ELS

403 hedge funds and large institutions have $10.6B invested in Equity Lifestyle Properties in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 156 increasing their positions, 151 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $9.71B → $10.6B (+$864M)

2% more funds holding

Funds holding: 394 → 403 (+9)

3% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 151

0.17% more ownership

Funds ownership: 92.73% → 92.89% (+0.17%)

20% less funds holding in top 10

Funds holding in top 10: 15 → 12 (-3)

93% less call options, than puts

Call options by funds: $2.22M | Put options by funds: $33.2M

Holders
403
Holders Change
+9
Holders Change %
+2.28%
% of All Funds
8.26%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
56
Increased
156
Reduced
151
Closed
44
Calls
$2.22M
Puts
$33.2M
Net Calls
-$30.9M
Net Calls Change
-$31.9M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$97.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$69.1M
3
LIMS
Lasalle Investment Management Securities
Maryland
+$40.7M
4
ACM
Adelante Capital Management
California
+$37.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$28.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$58.1M
2
Charles Schwab
Charles Schwab
California
-$56.5M
3
Aristotle Capital Management
Aristotle Capital Management
California
-$53.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$49.2M
5
MWNA
Marshall Wace North America
New York
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
426
Qtron Investments
Massachusetts
– -$233K -4,046 Closed
SLAM
427
Swiss Life Asset Management
– -$224K -3,895 Closed
PA
428
Profund Advisors
Maryland
– -$214K -3,727 Closed
Group One Trading
429
Group One Trading
Illinois
– -$215K -3,500 Closed
AT
430
Arden Trust
Delaware
– -$67K -1,161 Closed
SMFS
431
Squar Milner Financial Services
California
– -$45K -786 Closed
LIA
432
LS Investment Advisors
Michigan
– -$44K -759 Closed
CIA
433
CSat Investment Advisory
Michigan
– -$27K -475 Closed
SF
434
Synovus Financial
Georgia
– -$27K -429 Closed
NFG
435
Next Financial Group
Texas
– -$23K -399 Closed
II
436
Inspire Investing
Idaho
– -$12K -208 Closed
FANJ
437
Financial Architects (New Jersey)
New Jersey
– -$10K -175 Closed
ZB
438
Zions Bancorporation
Utah
– -$4K -76 Closed
TL
439
TrueWealth LLC
Georgia
– -$3K -60 Closed
TI
440
tru Independence
Oregon
– -$3 -56 Closed
SNT
441
Security National Trust
West Virginia
– -$3K -50 Closed
WAP
442
Wealthcare Advisory Partners
Pennsylvania
– -$1K -22 Closed
LWM
443
Liberty Wealth Management
California
– -$1K -14 Closed
GWS
444
Glassman Wealth Services
Virginia
– -$491 -8 -62%
FGAM
445
Financial Gravity Asset Management
Texas
– -$197 -3 Closed
14 15 16 17
18

ELS Hedge Fund Activity: Q2 2020 in Review

403 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q2 2020, worth a combined $10.6B — up 8.9% from $9.71B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new ELS positions and 44 closed out — a net gain of 12 holders — while 156 added to existing stakes and 151 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $97.1M. The largest seller was Renaissance Technologies, cutting an estimated $58.1M.

  • 403 institutional investors held Equity Lifestyle Properties (ELS) as of Q2 2020, up from 394 in Q1 2020.
  • Funds reported $10.6B of Equity Lifestyle Properties stock for Q2 2020, up 8.9% quarter-over-quarter.
  • 56 funds opened new Equity Lifestyle Properties positions in Q2 2020 and 44 closed out, a net change of +12 holders.
  • The largest Equity Lifestyle Properties buyer in Q2 2020 was Principal Financial Group, an estimated $97.1M added.
  • The largest Equity Lifestyle Properties seller in Q2 2020 was Renaissance Technologies, an estimated $58.1M sold.

Based on aggregated 13F filings for Q2 2020.