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Equity Lifestyle Properties
ELS

446 hedge funds and large institutions have $13B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $85K

42% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $12.2B → $13B (+$782M)

4% more funds holding

Funds holding: 428 → 446 (+18)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.99% less ownership

Funds ownership: 102.58% → 98.59% (-4%)

18% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 175

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
71
Increased
143
Reduced
175
Closed
50
Calls
$1.36M
Puts
$85K
Net Calls
+$1.28M
Net Calls Change
+$575K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$129M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$262M
2
Deutsche Bank
Deutsche Bank
Germany
-$136M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
176
First Trust Advisors
Illinois
$2.82M -$245K -3,594 -8%
AM
177
AGF Management
Ontario, Canada
$2.81M -$357K -5,249 -12%
PI
178
PGGM Investments
Netherlands
$2.72M – – –
NMERB
179
New Mexico Educational Retirement Board
New Mexico
$2.68M – – –
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.64M +$28.9K +424 +1%
CL
181
CIM LLC
New York
$2.59M +$45.6K +670 +2%
EGM
182
Engineers Gate Manager
New York
$2.53M +$1.99M +29,202 +439%
HPM
183
Hoxton Planning & Management
West Virginia
$2.4M – – –
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$2.33M -$8.08M -118,674 -78%
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$2.3M – – –
Teacher Retirement System of Texas
186
Teacher Retirement System of Texas
Texas
$2.27M -$2.47M -36,290 -53%
II
187
IFM Investors
Australia
$2.24M – – –
LIMS
188
Lasalle Investment Management Securities
Maryland
$2.19M -$4.02M -59,101 -66%
Pacer Advisors
189
Pacer Advisors
Pennsylvania
$2.18M +$1.04M +15,246 +97%
SIA
190
Soltis Investment Advisors
Utah
$2.18M +$8.17K +120 +0.4%
URS
191
Utah Retirement Systems
Utah
$2.17M +$13.6K +200 +0.7%
CSS
192
Cubist Systematic Strategies
Connecticut
$2.11M +$2.03M +29,888 New
LSV Asset Management
193
LSV Asset Management
Illinois
$2.07M – – –
Truist Financial
194
Truist Financial
North Carolina
$2.07M -$121K -1,783 -6%
KTA
195
Keeley-Teton Advisors
Illinois
$2.04M -$408 -6 -0%
TAF
196
Tredje AP-fonden
Sweden
$2.02M -$42.1K -618 -2%
X
197
Xponance
Pennsylvania
$2.01M -$16.1K -236 -0.8%
AI
198
Atria Investments
North Carolina
$1.98M -$594K -8,728 -24%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$1.92M -$7.28K -107 -0.4%
JIC
200
Johnson Investment Counsel
Ohio
$1.88M -$922K -13,539 -34%
6 7
8
9 10

ELS Hedge Fund Activity: Q4 2023 in Review

446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2023, worth a combined $13B — up 6.4% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ELS positions and 50 closed out — a net gain of 21 holders — while 143 added to existing stakes and 175 trimmed.

The largest buyer was Norges Bank, adding an estimated $138M. The largest seller was Principal Financial Group, cutting an estimated $262M.

  • 446 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2023, up from 428 in Q3 2023.
  • Funds reported $13B of Equity Lifestyle Properties stock for Q4 2023, up 6.4% quarter-over-quarter.
  • 71 funds opened new Equity Lifestyle Properties positions in Q4 2023 and 50 closed out, a net change of +21 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2023 was Norges Bank, an estimated $138M added.
  • The largest Equity Lifestyle Properties seller in Q4 2023 was Principal Financial Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2023.