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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
PIM
151
Perpetual Investment Management
Australia
$5.45M +$5.36M +86,965 New
Wellington Management Group
152
Wellington Management Group
Massachusetts
$5.13M -$13.7M -222,635 -73%
Squarepoint
153
Squarepoint
New York
$5.12M -$2.51M -40,749 -34%
FAF
154
Fjarde Ap-fonden
Sweden
$5.02M +$1.07M +17,400 +28%
Connor, Clark & Lunn Investment Management (CC&L)
155
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5M +$2.67M +43,241 +121%
AG
156
Aperio Group
California
$4.97M -$12.3K -200 -0.3%
JMPWA
157
JP Morgan Private Wealth Advisors
California
$4.71M -$3.02M -48,970 -40%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$4.71M +$354K +5,747 +8%
BNP Paribas Asset Management
159
BNP Paribas Asset Management
France
$4.54M +$121K +1,956 +3%
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$4.46M +$145K +2,357 +3%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$4.22M +$13.6K +220 +0.3%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$4.15M -$713K -11,561 -15%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$4.13M -$126K -2,050 -3%
FQ
164
First Quadrant
California
$3.94M -$156K -2,528 -4%
UH
165
Unigestion Holding
Switzerland
$3.93M +$930K +15,079 +32%
DA
166
Denali Advisors
California
$3.84M -$648K -10,500 -15%
Los Angeles Capital Management
167
Los Angeles Capital Management
California
$3.71M -$428K -6,940 -11%
PI
168
Putnam Investments
Massachusetts
$3.63M -$204K -3,302 -5%
Public Sector Pension Investment Board (PSP Investments)
169
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.48M -$3.58M -58,000 -51%
Axa
170
Axa
France
$3.46M +$3.58K +58 +0.1%
Daiwa Securities Group
171
Daiwa Securities Group
Japan
$3.45M +$327K +5,300 +11%
First Trust Advisors
172
First Trust Advisors
Illinois
$3.29M -$287K -4,649 -8%
QSS
173
Quantitative Systematic Strategies
Florida
$3.19M -$1.3M -21,079 -29%
MCM
174
Makena Capital Management
California
$3.15M
SOADOR
175
State of Alaska Department of Revenue
Alaska
$3.15M -$62 -1 -0%

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.