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Equity Lifestyle Properties

411 hedge funds and large institutions have $10.7B invested in Equity Lifestyle Properties in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 145 increasing their positions, 158 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

5% more capital invested

Capital invested by funds: $10.3B → $10.7B (+$467M)

0.72% more ownership

Funds ownership: 92.23%92.95% (+0.72%)

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

8% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 158

1% less funds holding

Funds holding: 417411 (-6)

96% less call options, than puts

Call options by funds: $544K | Put options by funds: $14.3M

Holders
411
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
7.27%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
48
Increased
145
Reduced
158
Closed
49
Calls
$544K
Puts
$14.3M
Net Calls
-$13.8M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$86.9M +$45.3M +733,679 +115%
UBS AM
27
UBS AM
Illinois
$81M +$4.73M +76,629 +6%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$80M +$50.1M +812,256 +180%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$70.6M -$23.2M -376,129 -25%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$70.6M -$8.04M -130,274 -10%
ACM
31
AEW Capital Management
Massachusetts
$70.3M -$697K -11,300 -1%
Wells Fargo
32
Wells Fargo
California
$64.9M +$42M +681,457 +199%
Invesco
33
Invesco
Georgia
$63M -$49.6M -804,049 -45%
ZP
34
Zimmer Partners
New York
$61.8M +$38.8M +628,968 +182%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$60.7M -$1.47M -23,889 -2%
ACM
36
Adelante Capital Management
California
$57.9M -$10.6M -171,477 -16%
Morgan Stanley
37
Morgan Stanley
New York
$56.2M +$40.5M +656,704 +285%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$54.6M -$22.1M -358,824 -29%
ACI
39
AMP Capital Investors
Australia
$50.1M -$8.55M -138,625 -15%
RGREA
40
Ranger Global Real Estate Advisors
Colorado
$48.7M +$19.4M +314,612 +69%
Bank of America
41
Bank of America
North Carolina
$48.5M -$5.85M -94,828 -11%
WCA
42
Waratah Capital Advisors
Ontario, Canada
$47.3M +$6.79M +110,011 +17%
UBS Group
43
UBS Group
Switzerland
$46.5M +$17.7M +287,124 +64%
Two Sigma Investments
44
Two Sigma Investments
New York
$44.5M +$28.1M +455,285 +185%
Prudential Financial
45
Prudential Financial
New Jersey
$44.5M -$21M -339,764 -33%
Swiss National Bank
46
Swiss National Bank
Switzerland
$44.1M -$1.13M -18,400 -3%
CIM
47
Centersquare Investment Management
Pennsylvania
$42.4M -$18.5M -299,528 -31%
SEI Investments
48
SEI Investments
Pennsylvania
$42.1M +$2.62M +42,537 +7%
Deutsche Bank
49
Deutsche Bank
Germany
$41.9M -$104M -1,681,285 -72%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$41.4M +$29.3M +474,400 +266%

ELS Hedge Fund Activity: Q4 2020 in Review

411 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2020, worth a combined $10.7B — up 4.5% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of ELS and 48 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 145 added.

The largest buyer was Long Pond Capital, opening a new position worth an estimated $100M. The largest seller was Fidelity Investments, cutting an estimated $158M.

  • 411 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2020, down from 417 in Q3 2020.
  • Funds reported $10.7B of Equity Lifestyle Properties stock for Q4 2020, up 4.5% quarter-over-quarter.
  • 48 funds opened new Equity Lifestyle Properties positions in Q4 2020 and 49 closed out, a net change of -1 holder.
  • The largest Equity Lifestyle Properties buyer in Q4 2020 was Long Pond Capital, an estimated $100M added.
  • The largest Equity Lifestyle Properties seller in Q4 2020 was Fidelity Investments, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2020.