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Equity Lifestyle Properties
ELS

376 hedge funds and large institutions have $11.8B invested in Equity Lifestyle Properties in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $8.61M | Put options by funds: $3.2M

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

6% more funds holding

Funds holding: 354 → 376 (+22)

5% more capital invested

Capital invested by funds: $11.2B → $11.8B (+$567M)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

94.53% less ownership

Funds ownership: 186.64% → 92.11% (-95%)

Holders
376
Holders Change
+22
Holders Change %
+6.21%
% of All Funds
7.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
57
Increased
136
Reduced
134
Closed
26
Calls
$8.61M
Puts
$3.2M
Net Calls
+$5.42M
Net Calls Change
+$199K

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$154M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$66.4M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$48.7M
4
BlackRock
BlackRock
New York
+$38.5M
5
HRES
Heitman Real Estate Securities
Illinois
+$30.6M

Top Sellers

1
Invesco
Invesco
Georgia
-$81.3M
2
Northern Trust
Northern Trust
Illinois
-$74.3M
3
N
Nuveen
North Carolina
-$65.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$59.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$49.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
176
Acadian Asset Management
Massachusetts
$2.88M -$306K -4,395 -10%
BCIM
177
British Columbia Investment Management
British Columbia, Canada
$2.87M +$1.21M +17,378 +74%
SOAMC
178
Spirit of America Management Corp
New York
$2.84M -$20.9K -300 -0.7%
USAA
179
United Services Automobile Association
Texas
$2.82M -$65.7K -945 -2%
AAM
180
Advisors Asset Management
Colorado
$2.82M +$64.4K +927 +2%
URS
181
Utah Retirement Systems
Utah
$2.69M -$20.9K -300 -0.8%
CI
182
Cooper Investors
Australia
$2.67M +$2.44M +35,148 +1,237%
NEI
183
Northwest & Ethical Investments
Ontario, Canada
$2.67M – – –
ProShare Advisors
184
ProShare Advisors
Maryland
$2.58M -$97.9K -1,408 -4%
BCM
185
Bridgeway Capital Management
Texas
$2.56M – – –
VI
186
Vestcor Inc
New Brunswick, Canada
$2.5M +$2.47M +35,575 New
CWM
187
CIBC World Markets
New York
$2.48M +$2.45M +35,243 New
S
188
Surevest
California
$2.44M +$155K +2,227 +7%
Public Sector Pension Investment Board (PSP Investments)
189
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M +$2.38M +34,200 New
Rafferty Asset Management
190
Rafferty Asset Management
New York
$2.35M +$192K +2,763 +9%
PAM
191
Panagora Asset Management
Massachusetts
$2.32M -$14.9M -213,782 -87%
PA
192
Paragon Advisors
Texas
$2.27M +$2.26M +32,540 New
NAM
193
Nissay Asset Management
Japan
$2.23M +$61.7K +888 +3%
Assenagon Asset Management
194
Assenagon Asset Management
Luxembourg
$2.21M +$2.18M +31,364 New
PG
195
Pendal Group
Australia
$2.18M -$76.5K -1,100 -3%
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
$2.1M +$165K +2,368 +9%
KTA
197
Keeley-Teton Advisors
Illinois
$2.08M -$278 -4 -0%
LSV Asset Management
198
LSV Asset Management
Illinois
$2.07M – – –
Lazard Asset Management
199
Lazard Asset Management
New York
$2.05M -$928K -13,354 -31%
SAM
200
Shell Asset Management
Netherlands
$2.05M -$82.9K -1,192 -4%
6 7
8
9 10

ELS Hedge Fund Activity: Q4 2019 in Review

376 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2019, worth a combined $11.8B — up 5% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ELS positions and 26 closed out — a net gain of 31 holders — while 136 added to existing stakes and 134 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $154M. The largest seller was Invesco, cutting an estimated $81.3M.

  • 376 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2019, up from 354 in Q3 2019.
  • Funds reported $11.8B of Equity Lifestyle Properties stock for Q4 2019, up 5% quarter-over-quarter.
  • 57 funds opened new Equity Lifestyle Properties positions in Q4 2019 and 26 closed out, a net change of +31 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2019 was Aristotle Capital Management, an estimated $154M added.
  • The largest Equity Lifestyle Properties seller in Q4 2019 was Invesco, an estimated $81.3M sold.

Based on aggregated 13F filings for Q4 2019.