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Equity Lifestyle Properties
ELS

403 hedge funds and large institutions have $10.6B invested in Equity Lifestyle Properties in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 156 increasing their positions, 151 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $9.71B → $10.6B (+$864M)

2% more funds holding

Funds holding: 394 → 403 (+9)

3% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 151

0.17% more ownership

Funds ownership: 92.73% → 92.89% (+0.17%)

20% less funds holding in top 10

Funds holding in top 10: 15 → 12 (-3)

93% less call options, than puts

Call options by funds: $2.22M | Put options by funds: $33.2M

Holders
403
Holders Change
+9
Holders Change %
+2.28%
% of All Funds
8.26%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
56
Increased
156
Reduced
151
Closed
44
Calls
$2.22M
Puts
$33.2M
Net Calls
-$30.9M
Net Calls Change
-$31.9M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$97.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$69.1M
3
LIMS
Lasalle Investment Management Securities
Maryland
+$40.7M
4
ACM
Adelante Capital Management
California
+$37.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$28.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$58.1M
2
Charles Schwab
Charles Schwab
California
-$56.5M
3
Aristotle Capital Management
Aristotle Capital Management
California
-$53.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$49.2M
5
MWNA
Marshall Wace North America
New York
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$86.2M +$28.1M +457,138 +50%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$79.3M +$94.7K +1,542 +0.1%
UBS AM
28
UBS AM
Illinois
$78.6M +$9.48M +154,316 +14%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$75M -$8.94M -145,557 -11%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$66.6M -$5.31M -86,394 -7%
ACM
31
Adelante Capital Management
California
$66M +$37.1M +604,928 +123%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$65.9M -$17.1M -279,152 -21%
Prudential Financial
33
Prudential Financial
New Jersey
$64.9M -$24.1M -391,730 -27%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$64.8M -$1.93M -31,459 -3%
Bank of America
35
Bank of America
North Carolina
$64.8M -$2.45M -39,829 -4%
AAMU
36
APG Asset Management US
New York
$58.4M +$19.9M +324,000 +53%
ACI
37
AMP Capital Investors
Australia
$57.6M +$10.5M +171,444 +22%
ACM
38
AEW Capital Management
Massachusetts
$54.5M +$491K +8,000 +0.9%
LIMS
39
Lasalle Investment Management Securities
Maryland
$53.2M +$40.7M +662,303 +350%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$47.2M -$341K -5,555 -0.7%
Swiss National Bank
41
Swiss National Bank
Switzerland
$45.2M +$596K +9,700 +1%
Victory Capital Management
42
Victory Capital Management
Texas
$44.8M -$16.7M -271,889 -27%
Millennium Management
43
Millennium Management
New York
$44.1M +$10.4M +168,834 +31%
HRES
44
Heitman Real Estate Securities
Illinois
$42.1M +$14.6M +238,411 +55%
Allianz Asset Management
45
Allianz Asset Management
Germany
$40.1M +$8.95M +145,783 +29%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
46
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$31.7M +$26.1M +424,470 +516%
MAM
47
Martingale Asset Management
Massachusetts
$30.4M -$8.2M -133,570 -22%
NIPH
48
NN Investment Partners Holdings
Netherlands
$30.3M +$4.23M +68,874 +17%
UIC
49
Uniplan Investment Counsel
Wisconsin
$30M -$1.87M -30,444 -6%
GKIM
50
GW&K Investment Management
Massachusetts
$29.7M +$18.2M +295,569 +164%
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ELS Hedge Fund Activity: Q2 2020 in Review

403 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q2 2020, worth a combined $10.6B — up 8.9% from $9.71B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new ELS positions and 44 closed out — a net gain of 12 holders — while 156 added to existing stakes and 151 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $97.1M. The largest seller was Renaissance Technologies, cutting an estimated $58.1M.

  • 403 institutional investors held Equity Lifestyle Properties (ELS) as of Q2 2020, up from 394 in Q1 2020.
  • Funds reported $10.6B of Equity Lifestyle Properties stock for Q2 2020, up 8.9% quarter-over-quarter.
  • 56 funds opened new Equity Lifestyle Properties positions in Q2 2020 and 44 closed out, a net change of +12 holders.
  • The largest Equity Lifestyle Properties buyer in Q2 2020 was Principal Financial Group, an estimated $97.1M added.
  • The largest Equity Lifestyle Properties seller in Q2 2020 was Renaissance Technologies, an estimated $58.1M sold.

Based on aggregated 13F filings for Q2 2020.