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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
Squarepoint
451
Squarepoint
New York
– -$2.87M -45,110 Closed
PCOC
452
Power Corp of Canada
Canada
– -$2.68M -42,088 Closed
GCM
453
Greenland Capital Management
New York
– -$1.97M -30,937 Closed
JF
454
Jump Financial
Illinois
– -$1.89M -29,608 Closed
WBC
455
Westpac Banking Corp
Australia
– -$1.79M -28,124 Closed
SLAM
456
Swiss Life Asset Management
– -$1.73M -27,132 Closed
PFC
457
Phocas Financial Corp
California
– -$1.3M -20,410 Closed
XT
458
XTX Topco
Cayman Islands
– -$996K -15,639 Closed
Mirae Asset Global Investments
459
Mirae Asset Global Investments
South Korea
– -$898K -14,088 Closed
SC
460
Sepio Capital
Utah
– -$589K -9,238 Closed
EP
461
Edgestream Partners
New Jersey
– -$544K -8,531 Closed
WC
462
Wexford Capital
Florida
– -$474K -7,441 Closed
CM
463
Capula Management
Cayman Islands
– -$440K -6,900 Closed
AI
464
AdvisorShares Investments
Maryland
– -$391K -6,130 Closed
DA
465
Duality Advisers
Florida
– -$384K -6,020 Closed
Envestnet Portfolio Solutions
466
Envestnet Portfolio Solutions
Illinois
– -$332K -5,213 Closed
DTL
467
Dynamic Technology Lab
Singapore
– -$314K -4,933 Closed
IWC
468
Integrated Wealth Concepts
Massachusetts
– -$314K -4,933 Closed
OTL
469
Oak Thistle LLC
New York
– -$278K -4,360 Closed
SPA
470
Sherbrooke Park Advisers
New York
– -$264K -4,143 Closed
OC
471
Oppenheimer & Co
New York
– -$261K -4,090 Closed
FI
472
Fractal Investments
Connecticut
– -$255K -4,000 Closed
Wolverine Trading
473
Wolverine Trading
Illinois
– -$245K -3,840 Closed
AAIM
474
American Assets Investment Management
California
– -$227K -3,562 Closed
CC
475
Cannell Capital
Wyoming
– -$212K -3,335 Closed
16 17 18
19
20

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.