Equity Lifestyle Properties
407 hedge funds and large institutions have $11.1B invested in Equity Lifestyle Properties in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 148 reducing their positions, and 53 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
7% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 148
1% more capital invested
Capital invested by funds: $11B → $11.1B (+$158M)
0.1% less ownership
Funds ownership: 94.02% → 93.92% (-0.1%)
2% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 53
2% less funds holding
Funds holding: 417 → 407 (-10)
94% less call options, than puts
Call options by funds: $678K | Put options by funds: $10.4M
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$114M |
| 2 |
ZP
Zimmer Partners
New York
|
+$96.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$69.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$42.3M |
| 5 |
BlackRock
New York
|
+$34.8M |
Top Sellers
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$182M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$64.8M |
| 3 |
Goldman Sachs
New York
|
-$37.9M |
| 4 |
JP Morgan Chase
New York
|
-$35.3M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$26.2M |
ELS Hedge Fund Activity: Q4 2022 in Review
407 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2022, worth a combined $11.1B — up 1.4% from $11B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of ELS and 52 opened new positions — a net loss of 1 holder — while 148 trimmed existing stakes and 159 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was Janus Henderson Group, cutting an estimated $182M.
- 407 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2022, down from 417 in Q3 2022.
- Funds reported $11.1B of Equity Lifestyle Properties stock for Q4 2022, up 1.4% quarter-over-quarter.
- 52 funds opened new Equity Lifestyle Properties positions in Q4 2022 and 53 closed out, a net change of -1 holder.
- The largest Equity Lifestyle Properties buyer in Q4 2022 was T. Rowe Price Associates, an estimated $114M added.
- The largest Equity Lifestyle Properties seller in Q4 2022 was Janus Henderson Group, an estimated $182M sold.
Based on aggregated 13F filings for Q4 2022.