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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
Two Sigma Advisers
126
Two Sigma Advisers
New York
$7.93M +$1.03M +16,800 +15%
Korea Investment Corp
127
Korea Investment Corp
South Korea
$7.85M +$5.07M +82,500 +191%
ESCM
128
Echo Street Capital Management
New York
$7.7M +$7.57M +123,195 New
AIM
129
Achmea Investment Management
Netherlands
$7.55M +$459K +7,480 +7%
WBC
130
Westpac Banking Corp
Australia
$7.31M +$5.94M +96,705 +475%
ZIM
131
Zacks Investment Management
Illinois
$7.29M +$754K +12,285 +12%
JAM
132
JLP Asset Management
New York
$7.28M -$2.3M -37,500 -24%
SAM
133
Securian Asset Management
Minnesota
$7.13M +$2.84M +46,200 +68%
Public Sector Pension Investment Board (PSP Investments)
134
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.06M +$6.94M +113,000 New
HCM
135
HGI Capital Management
New York
$6.91M -$1.31M -21,268 -16%
1832 Asset Management
136
1832 Asset Management
Ontario, Canada
$6.79M +$1.06M +17,200 +19%
ClearBridge Investments
137
ClearBridge Investments
New York
$6.46M +$3.23M +52,640 +104%
AAF
138
Andra AP-fonden
Sweden
$6.38M +$571K +9,300 +10%
VLKIM
139
Van Lanschot Kempen Investment Management
Netherlands
$6.33M +$6.22M +101,300 New
SPIO
140
Seven Post Investment Office
California
$6.33M +$65.1K +1,060 +1%
CGM
141
Capital Growth Management
Massachusetts
$6.25M +$6.14M +100,000 New
BNP Paribas Asset Management
142
BNP Paribas Asset Management
France
$6.18M +$373K +6,069 +7%
First Trust Advisors
143
First Trust Advisors
Illinois
$6.12M -$5.58M -90,787 -48%
SOADOR
144
State of Alaska Department of Revenue
Alaska
$6.09M +$2.95M +47,978 +97%
AIMCA
145
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.05M +$2.29M +37,300 +63%
GCA
146
GSI Capital Advisors
California
$5.85M +$731K +11,900 +15%
PAMU
147
Pictet Asset Management (UK)
United Kingdom
$5.78M -$921K -15,000 -14%
DZ Bank
148
DZ Bank
Germany
$5.73M -$114K -1,863 -2%
MWNA
149
Marshall Wace North America
New York
$5.51M -$46.4M -755,051 -90%
Cohen & Steers
150
Cohen & Steers
New York
$5.28M -$718K -11,684 -12%
4 5
6
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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.