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Equity Lifestyle Properties
ELS

261 hedge funds and large institutions have $7.71B invested in Equity Lifestyle Properties in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

28% more call options, than puts

Call options by funds: $3M | Put options by funds: $2.35M

5% more funds holding

Funds holding: 249 → 261 (+12)

5% more capital invested

Capital invested by funds: $7.37B → $7.71B (+$338M)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.04% less ownership

Funds ownership: 199.26% → 197.22% (-2%)

Holders
261
Holders Change
+12
Holders Change %
+4.82%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
93
Reduced
90
Closed
20
Calls
$3M
Puts
$2.35M
Net Calls
+$650K
Net Calls Change
-$574K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$95.8M
2
Deutsche Bank
Deutsche Bank
Germany
+$55.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$48.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$17.7M
5
NIPH
NN Investment Partners Holdings
Netherlands
+$16.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$51M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$46.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$35.7M
4
NFA
Nationwide Fund Advisors
Ohio
-$27.3M
5
Cohen & Steers
Cohen & Steers
New York
-$27.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$3.83M +$557K +12,522 +17%
MNG
102
Manning & Napier Group
New York
$3.47M +$3.47M +78,030 New
Natixis Advisors
103
Natixis Advisors
Massachusetts
$3.43M -$282K -6,328 -8%
Squarepoint
104
Squarepoint
New York
$3.35M +$700K +15,728 +26%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$3.14M +$1.67M +37,430 +113%
Kayne Anderson Rudnick Investment Management
106
Kayne Anderson Rudnick Investment Management
California
$3.13M +$49.1K +1,104 +2%
VWM
107
Venturi Wealth Management
Texas
$3.12M +$118K +2,642 +4%
JG
108
Jefferies Group
New York
$3.01M +$2.25M +50,562 +297%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$2.97M -$68.4K -1,538 -2%
SAM
110
Securian Asset Management
Minnesota
$2.93M +$2.93M +65,800 New
Citadel Advisors
111
Citadel Advisors
Florida
$2.9M +$2.9M +65,234 New
Capital Fund Management (CFM)
112
Capital Fund Management (CFM)
France
$2.87M +$1.48M +33,200 +106%
FIM
113
Foresters Investment Management
New York
$2.87M +$908K +20,400 +46%
SOADOR
114
State of Alaska Department of Revenue
Alaska
$2.82M +$321K +7,220 +13%
Lazard Asset Management
115
Lazard Asset Management
New York
$2.8M -$170K -3,824 -6%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$2.71M -$356K -8,000 -12%
Arrowstreet Capital
117
Arrowstreet Capital
Massachusetts
$2.63M +$303K +6,800 +13%
AWCI
118
Alpine Woods Capital Investors
New York
$2.57M – – –
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$2.53M -$3.17M -71,132 -56%
AG
120
Aperio Group
California
$2.45M +$142K +3,192 +6%
SCM
121
Sterling Capital Management
North Carolina
$2.31M – – –
DCM
122
Dupont Capital Management
Delaware
$2.26M – – –
OAM
123
Oxford Asset Management
United Kingdom
$2.23M -$468K -10,506 -17%
TAM
124
Tiverton Asset Management
Delaware
$2.21M -$1.42M -31,970 -39%
IOOF
125
Independent Order of Foresters
Ontario, Canada
$2.1M +$59.5K +1,336 +3%
3 4
5
6 7

ELS Hedge Fund Activity: Q4 2017 in Review

261 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2017, worth a combined $7.71B — up 4.6% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ELS positions and 20 closed out — a net gain of 13 holders — while 93 added to existing stakes and 90 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $95.8M. The largest seller was Fidelity Investments, cutting an estimated $51M.

  • 261 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2017, up from 249 in Q3 2017.
  • Funds reported $7.71B of Equity Lifestyle Properties stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 33 funds opened new Equity Lifestyle Properties positions in Q4 2017 and 20 closed out, a net change of +13 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2017 was JP Morgan Chase, an estimated $95.8M added.
  • The largest Equity Lifestyle Properties seller in Q4 2017 was Fidelity Investments, an estimated $51M sold.

Based on aggregated 13F filings for Q4 2017.