Equity Lifestyle Properties
346 hedge funds and large institutions have $10.5B invested in Equity Lifestyle Properties in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 126 increasing their positions, 105 reducing their positions, and 32 closing their positions.
100% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 32
20% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 105
19% more call options, than puts
Call options by funds: $8.97M | Put options by funds: $7.54M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
8% more funds holding
Funds holding: 319 → 346 (+27)
7% more capital invested
Capital invested by funds: $9.82B → $10.5B (+$725M)
2.36% more ownership
Funds ownership: 191% → 193.36% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$214M |
| 2 |
State Street
Boston,
Massachusetts
|
+$109M |
| 3 |
BlackRock
New York
|
+$76.2M |
| 4 |
Goldman Sachs
New York
|
+$54.8M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$80.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$63.2M |
| 3 |
AAMU
APG Asset Management US
New York
|
-$48.2M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$35.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$29M |
ELS Hedge Fund Activity: Q2 2019 in Review
346 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q2 2019, worth a combined $10.5B — up 7.4% from $9.82B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new ELS positions and 32 closed out — a net gain of 32 holders — while 126 added to existing stakes and 105 trimmed.
The largest buyer was Nuveen, adding an estimated $214M. The largest seller was Cohen & Steers, cutting an estimated $80.7M.
- 346 institutional investors held Equity Lifestyle Properties (ELS) as of Q2 2019, up from 319 in Q1 2019.
- Funds reported $10.5B of Equity Lifestyle Properties stock for Q2 2019, up 7.4% quarter-over-quarter.
- 64 funds opened new Equity Lifestyle Properties positions in Q2 2019 and 32 closed out, a net change of +32 holders.
- The largest Equity Lifestyle Properties buyer in Q2 2019 was Nuveen, an estimated $214M added.
- The largest Equity Lifestyle Properties seller in Q2 2019 was Cohen & Steers, an estimated $80.7M sold.
Based on aggregated 13F filings for Q2 2019.