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Equity Lifestyle Properties

499 hedge funds and large institutions have $12.7B invested in Equity Lifestyle Properties in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $746K | Put options by funds: $420K

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 173

3% more funds holding

Funds holding: 486499 (+13)

1.18% more ownership

Funds ownership: 98.67%99.85% (+1.2%)

3% less capital invested

Capital invested by funds: $13.1B → $12.7B (-$417M)

Holders
499
Holders Change
+13
Holders Change %
+2.67%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
69
Increased
192
Reduced
173
Closed
52
Calls
$746K
Puts
$420K
Net Calls
+$326K
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
451
Montag & Associates
Georgia
$4.46K
PPC
452
Park Place Capital
Alabama
$4K -$2.63K -38 -39%
CWC
453
Carolinas Wealth Consulting
North Carolina
$3.87K +$1.94K +28 +93%
ACM
454
Anfield Capital Management
California
$3.8K
BIG
455
Brooklyn Investment Group
New York
$3.73K +$208 +3 +6%
Jones Financial Companies
456
Jones Financial Companies
Missouri
$3.33K
TWC
457
TD Waterhouse Canada
Ontario, Canada
$3.33K +$2.91K +42 +525%
IA
458
IFP Advisors
Florida
$3.26K +$555 +8 +20%
HWM
459
Hemington Wealth Management
Virginia
$3K
LFA
460
LGT Financial Advisors
Texas
$2.93K -$4.71K -68 -61%
SSB
461
Sandy Spring Bank
Maryland
$2.86K +$2.98K +43 New
CB
462
CNB Bank
Pennsylvania
$2.73K
PFBT
463
Parkside Financial Bank & Trust
Missouri
$2.6K +$1.59K +23 +144%
HCP
464
Hexagon Capital Partners
Arkansas
$2.4K +$2.5K +36 New
SIM
465
Synergy Investment Management
Florida
$2.4K +$2.5K +36 New
AF
466
Advisornet Financial
Minnesota
$2.2K -$1.87K -27 -45%
GFL
467
Granite FO LLC
New Hampshire
$2.13K
HBW
468
Hazlett, Burt & Watson
West Virginia
$2K
BA
469
Bellwether Advisors
Nebraska
$2K +$2.08K +30 New
BBHC
470
Brown Brothers Harriman & Co
New York
$2K +$2.08K +30 New
BIA
471
Bell Investment Advisors
California
$1.86K
FHA
472
First Horizon Advisors
Tennessee
$1.73K
HI
473
Horizon Investments
North Carolina
$1.67K +$1.73K +25 New
BCWM
474
Bartlett & Co Wealth Management
Ohio
$1.48K
S
475
Sachetta
Massachusetts
$1.2K