We are live on ! Find out more
ELS icon

Equity Lifestyle Properties

218 hedge funds and large institutions have $4.97B invested in Equity Lifestyle Properties in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $3.2B → $4.97B (+$1.77B)

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

2% more funds holding

Funds holding: 213218 (+5)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.62% less ownership

Funds ownership: 180.13%178.52% (-1.6%)

Holders
218
Holders Change
+5
Holders Change %
+2.35%
% of All Funds
5.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
27
Increased
86
Reduced
84
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
201
Amica Retiree Medical Trust
Rhode Island
$72K +$21.5K +894 +47%
WAM
202
Wolverine Asset Management
Illinois
$71K +$66.9K +2,784 New
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$53K +$8.08K +336 +20%
PCM
204
Prelude Capital Management
New York
$46K
CAL
205
Capital Analysts LLC
Pennsylvania
$29.3K +$3.37K +140 +14%
CTC
206
Central Trust Company
Missouri
$29K +$26.9K +1,120 New
HNB
207
Huntington National Bank
Ohio
$21K +$19.7K +820 New
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$15K +$1.49K +62 +12%
NSIM
209
North Star Investment Management
Illinois
$7K +$6.97K +290 New
Creative Planning
210
Creative Planning
Kansas
$2K -$48.1K -2,000 -96%
WA
211
WFG Advisors
Texas
$2K -$34.8K -1,448 -96%
CAM
212
ClariVest Asset Management
California
$2K
TWA
213
TCI Wealth Advisors
Arizona
$2K +$96 +4 +5%
TFO
214
Tarbox Family Office
California
$1K
WA
215
WealthTrust-Arizona
Arizona
$1K
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116 -$8.85K -368 -8%
BRWA
217
B. Riley Wealth Advisors
Florida
$21 +$19.5K +812 New
NFA
218
Nationwide Fund Advisors
Ohio
-$13.6M -642,632 Closed
ICRM
219
Insight Capital Research & Management
California
-$2.03M -95,802 Closed
AA
220
Altegris Advisors
California
-$1.78M -84,200 Closed
AAM
221
Aberdeen Asset Management
United Kingdom
-$1.52M -72,000 Closed
PP
222
PDT Partners
New York
-$994K -46,928 Closed
GC
223
Globeflex Capital
California
-$763K -36,046 Closed
TC
224
TFS Capital
Pennsylvania
-$622K -29,366 Closed
PRCM
225
Pine River Capital Management
Minnesota
-$469K -22,128 Closed

ELS Hedge Fund Activity: Q4 2014 in Review

218 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2014, worth a combined $4.97B — up 55% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ELS positions and 18 closed out — a net gain of 9 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $20.6M. The largest seller was Horizon Kinetics, cutting an estimated $30.3M.

  • 218 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2014, up from 213 in Q3 2014.
  • Funds reported $4.97B of Equity Lifestyle Properties stock for Q4 2014, up 55% quarter-over-quarter.
  • 27 funds opened new Equity Lifestyle Properties positions in Q4 2014 and 18 closed out, a net change of +9 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2014 was Wellington Management Group, an estimated $20.6M added.
  • The largest Equity Lifestyle Properties seller in Q4 2014 was Horizon Kinetics, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2014.