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Equity Lifestyle Properties

261 hedge funds and large institutions have $7.71B invested in Equity Lifestyle Properties in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

28% more call options, than puts

Call options by funds: $3M | Put options by funds: $2.35M

5% more funds holding

Funds holding: 249261 (+12)

5% more capital invested

Capital invested by funds: $7.37B → $7.71B (+$338M)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.04% less ownership

Funds ownership: 199.26%197.22% (-2%)

Holders
261
Holders Change
+12
Holders Change %
+4.82%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
93
Reduced
90
Closed
20
Calls
$3M
Puts
$2.35M
Net Calls
+$650K
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
201
Raymond James Financial Services Advisors
Florida
$377K -$44.9K -1,008 -11%
BFIM
202
Beese Fulmer Investment Management
Ohio
$312K
GG
203
Gofen & Glossberg
Illinois
$302K
LPL Financial
204
LPL Financial
California
$285K -$5.25K -118 -2%
PA
205
Profund Advisors
Maryland
$280K -$115K -2,578 -29%
AG
206
Advisor Group
Arizona
$267K +$84.3K +1,894 +46%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$266K -$1.33K -30 -0.5%
CGH
208
Crossmark Global Holdings
Texas
$265K +$8.46K +190 +3%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$261K
CCIA
210
Campbell & Co Investment Adviser
Maryland
$251K +$251K +5,636 New
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236K -$7.74K -174 -3%
OC
212
Oppenheimer & Co
New York
$229K +$7.92K +178 +4%
CSS
213
Cubist Systematic Strategies
Connecticut
$222K -$311K -6,978 -58%
Jane Street
214
Jane Street
New York
$201K +$201K +4,510 New
PA
215
Parallel Advisors
California
$200K
AIG
216
American International Group
New York
$172K +$172K +3,854 New
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$155K -$6.05K -136 -4%
TG
218
TLP Group
Illinois
$140K +$123K +2,772 +741%
WAM
219
Wolverine Asset Management
Illinois
$137K +$137K +3,086 New
AIM
220
Anchor Investment Management
South Carolina
$79.6K
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$57K +$57K +1,280 New
NIT
222
NumerixS Investment Technologies
British Columbia, Canada
$53K -$35.6K -800 -40%
CTC
223
Central Trust Company
Missouri
$50K
IWM
224
IHT Wealth Management
Illinois
$44K
AssetMark Inc
225
AssetMark Inc
California
$39K -$1.5M -33,728 -97%

ELS Hedge Fund Activity: Q4 2017 in Review

261 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2017, worth a combined $7.71B — up 4.6% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ELS positions and 20 closed out — a net gain of 13 holders — while 93 added to existing stakes and 90 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $95.8M. The largest seller was Fidelity Investments, cutting an estimated $51M.

  • 261 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2017, up from 249 in Q3 2017.
  • Funds reported $7.71B of Equity Lifestyle Properties stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 33 funds opened new Equity Lifestyle Properties positions in Q4 2017 and 20 closed out, a net change of +13 holders.
  • The largest Equity Lifestyle Properties buyer in Q4 2017 was JP Morgan Chase, an estimated $95.8M added.
  • The largest Equity Lifestyle Properties seller in Q4 2017 was Fidelity Investments, an estimated $51M sold.

Based on aggregated 13F filings for Q4 2017.