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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
Ameriprise
51
Ameriprise
Minnesota
$29.1M +$9.47M +154,242 +50%
VRS
52
Virginia Retirement Systems
Virginia
$28.6M +$1.42M +23,200 +5%
Asset Management One
53
Asset Management One
Japan
$28.3M +$1.44M +23,477 +5%
CIM
54
Centersquare Investment Management
Pennsylvania
$28.1M +$11.8M +192,760 +75%
CS
55
Credit Suisse
Switzerland
$27.7M -$1.35M -21,992 -5%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$26.7M -$6.96M -113,410 -21%
Westfield Capital Management
57
Westfield Capital Management
Massachusetts
$26.2M -$369K -6,010 -1%
Jacobs Levy Equity Management
58
Jacobs Levy Equity Management
New Jersey
$24.3M +$10.8M +175,091 +82%
UBS Group
59
UBS Group
Switzerland
$24M +$8.11M +132,002 +52%
WCA
60
Waratah Capital Advisors
Ontario, Canada
$23.4M -$28.5M -464,603 -55%
SEI Investments
61
SEI Investments
Pennsylvania
$23.1M +$827K +13,468 +4%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$23M -$1.62M -26,300 -7%
HPCM
63
Hunter Perkins Capital Management
Illinois
$22M +$21.6M +351,413 New
Macquarie Group
64
Macquarie Group
Australia
$21.8M +$3.08M +50,195 +17%
PS
65
Presima Securities
Quebec, Canada
$21.6M +$1.56M +25,400 +8%
Franklin Resources
66
Franklin Resources
California
$20.5M -$5.55M -90,304 -22%
Barclays
67
Barclays
United Kingdom
$20.2M +$2.82M +45,856 +17%
TIAAOA
68
Teachers Insurance & Annuity Association of America
New York
$19.8M – – –
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$19.5M +$3.32M +54,105 +21%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$19.4M +$995K +16,200 +6%
Robeco Institutional Asset Management
71
Robeco Institutional Asset Management
Netherlands
$18.3M -$15.1M -246,114 -46%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$18.2M +$1.24M +20,142 +7%
Wellington Management Group
73
Wellington Management Group
Massachusetts
$18.1M -$43.6M -710,687 -71%
National Pension Service
74
National Pension Service
South Korea
$18M +$1.26M +20,590 +8%
Fidelity International
75
Fidelity International
Bermuda
$17.9M +$2.46M +39,984 +16%
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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.