We are live on ! Find out more
ELS icon

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
Axa
176
Axa
France
$3.35M -$319K -5,198 -9%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$3.28M -$823K -13,410 -20%
Caisse de Depot et Placement du Quebec (CDPQ)
178
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.27M +$2.47M +40,300 +336%
UH
179
Unigestion Holding
Switzerland
$3.2M -$12.7M -207,192 -80%
DCM
180
Decatur Capital Management
Georgia
$3.14M +$61 +1 +0%
CAM
181
Crown Advisors Management
California
$3.12M – – –
Two Sigma Investments
182
Two Sigma Investments
New York
$3.08M +$2.73M +44,444 +926%
MCM
183
Makena Capital Management
California
$2.95M +$2.9M +47,237 New
VWM
184
Venturi Wealth Management
Texas
$2.92M -$456K -7,420 -14%
RJFSA
185
Raymond James Financial Services Advisors
Florida
$2.83M -$49.8K -811 -2%
Truist Financial
186
Truist Financial
North Carolina
$2.83M -$2.15M -34,990 -44%
USAA
187
United Services Automobile Association
Texas
$2.82M – – –
GIBU
188
Gulf International Bank (UK)
United Kingdom
$2.74M -$112K -1,828 -4%
Daiwa Securities Group
189
Daiwa Securities Group
Japan
$2.72M – – –
UCFA
190
United Capital Financial Advisors
Texas
$2.6M +$2.55M +41,575 New
Rafferty Asset Management
191
Rafferty Asset Management
New York
$2.59M +$2.1M +34,202 +468%
M&T Bank
192
M&T Bank
New York
$2.55M +$205K +3,337 +9%
ASRS
193
Arizona State Retirement System
Arizona
$2.52M +$30.5K +497 +1%
HWC
194
Hill Winds Capital
New York
$2.5M +$2.46M +40,000 New
SOAMC
195
Spirit of America Management Corp
New York
$2.47M – – –
VanEck Associates
196
VanEck Associates
New York
$2.45M -$396K -6,442 -14%
AAM
197
Advisors Asset Management
Colorado
$2.43M -$23K -375 -1%
NEI
198
Northwest & Ethical Investments
Ontario, Canada
$2.37M – – –
URS
199
Utah Retirement Systems
Utah
$2.36M -$24.6K -400 -1%
VI
200
Vestcor Inc
New Brunswick, Canada
$2.35M +$895K +14,576 +63%
6 7
8
9 10

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.