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Equity Lifestyle Properties
ELS

376 hedge funds and large institutions have $11.8B invested in Equity Lifestyle Properties in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $8.61M | Put options by funds: $3.2M

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

6% more funds holding

Funds holding: 354 → 376 (+22)

5% more capital invested

Capital invested by funds: $11.2B → $11.8B (+$567M)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

94.53% less ownership

Funds ownership: 186.64% → 92.11% (-95%)

Holders
376
Holders Change
+22
Holders Change %
+6.21%
% of All Funds
7.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
57
Increased
136
Reduced
134
Closed
26
Calls
$8.61M
Puts
$3.2M
Net Calls
+$5.42M
Net Calls Change
+$199K

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$154M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$66.4M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$48.7M
4
BlackRock
BlackRock
New York
+$38.5M
5
HRES
Heitman Real Estate Securities
Illinois
+$30.6M

Top Sellers

1
Invesco
Invesco
Georgia
-$81.3M
2
Northern Trust
Northern Trust
Illinois
-$74.3M
3
N
Nuveen
North Carolina
-$65.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$59.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$49.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$99.6M -$2.23M -32,110 -2%
AAMU
27
APG Asset Management US
New York
$97.1M – – –
Bank of America
28
Bank of America
North Carolina
$95.1M +$14.6M +209,416 +18%
Prudential Financial
29
Prudential Financial
New Jersey
$94.4M +$29K +417 +0%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$93.7M +$9.93M +142,885 +12%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$90.5M -$40.7M -585,526 -31%
Legal & General Group
32
Legal & General Group
United Kingdom
$83.6M +$4.08M +58,681 +5%
UBS AM
33
UBS AM
Illinois
$79.6M +$5.08M +73,035 +7%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$76.6M -$59.5M -855,350 -44%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$75.4M -$5.94M -85,400 -7%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$73.8M +$1.06M +15,188 +1%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$64.1M +$4.7M +67,615 +8%
ACM
38
AEW Capital Management
Massachusetts
$63.9M +$63.1M +908,290 New
Aberdeen Group
39
Aberdeen Group
United Kingdom
$60M +$590K +8,487 +1%
ACI
40
AMP Capital Investors
Australia
$57M -$3.12M -44,936 -5%
MAM
41
Martingale Asset Management
Massachusetts
$49.6M -$3.08M -44,367 -6%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$43.2M -$209K -3,001 -0.5%
Swiss National Bank
43
Swiss National Bank
Switzerland
$38.4M -$1.31M -18,800 -3%
WCA
44
Waratah Capital Advisors
Ontario, Canada
$38.2M -$2.56M -36,790 -6%
Asset Management One
45
Asset Management One
Japan
$35.7M +$1.54M +22,179 +5%
CS
46
Credit Suisse
Switzerland
$35.6M +$1.57M +22,588 +5%
UIC
47
Uniplan Investment Counsel
Wisconsin
$34M -$197K -2,832 -0.6%
MWNA
48
Marshall Wace North America
New York
$33.7M +$12.5M +179,579 +60%
VRS
49
Virginia Retirement Systems
Virginia
$31.2M -$501K -7,200 -2%
HRES
50
Heitman Real Estate Securities
Illinois
$31M +$30.6M +440,830 New
1
2
3 4 5

ELS Hedge Fund Activity: Q4 2019 in Review

376 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2019, worth a combined $11.8B — up 5% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ELS positions and 26 closed out — a net gain of 31 holders — while 136 added to existing stakes and 134 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $154M. The largest seller was Invesco, cutting an estimated $81.3M.

  • 376 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2019, up from 354 in Q3 2019.
  • Funds reported $11.8B of Equity Lifestyle Properties stock for Q4 2019, up 5% quarter-over-quarter.
  • 57 funds opened new Equity Lifestyle Properties positions in Q4 2019 and 26 closed out, a net change of +31 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2019 was Aristotle Capital Management, an estimated $154M added.
  • The largest Equity Lifestyle Properties seller in Q4 2019 was Invesco, an estimated $81.3M sold.

Based on aggregated 13F filings for Q4 2019.