We are live on ! Find out more
ELS icon

Equity Lifestyle Properties

195 hedge funds and large institutions have $2.61B invested in Equity Lifestyle Properties in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

3% more funds holding

Funds holding: 189195 (+6)

10% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 78

14% less capital invested

Capital invested by funds: $3.05B → $2.61B (-$436M)

205.54% less ownership

Funds ownership: 388.67%183.13% (-206%)

Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
6.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
25
Increased
70
Reduced
78
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$427M +$49.1M +2,637,178 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$348M +$4.64M +248,934 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$140M +$6.97M +374,244 +5%
Morgan Stanley
4
Morgan Stanley
New York
$108M -$10.3M -553,856 -8%
ACI
5
AMP Capital Investors
Australia
$98.7M +$12.3M +661,800 +13%
BIT
6
BlackRock Institutional Trust
California
$97.7M +$245K +13,130 +0.2%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$82.4M -$5.57M -299,250 -6%
HK
8
Horizon Kinetics
New York
$68.2M -$87M -4,672,424 -54%
PIM
9
Perkins Investment Management
Illinois
$58.5M -$3.89M -208,596 -6%
Cohen & Steers
10
Cohen & Steers
New York
$56.9M -$136M -7,278,088 -69%
ACM
11
AEW Capital Management
Massachusetts
$51.3M -$1.3M -70,038 -2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$44.7M -$886K -47,540 -2%
BFA
13
BlackRock Fund Advisors
California
$44.6M -$4.42M -237,432 -8%
State Street
14
State Street
Massachusetts
$44.4M -$1.16M -62,096 -2%
RC
15
Resolution Capital
Australia
$39.1M -$37.8M -2,028,168 -50%
SRES
16
Starwood Real Estate Securities
Connecticut
$39.1M +$20.1M +1,077,172 +89%
BC
17
Brookfield Corp
Ontario, Canada
$31.3M +$31.7M +1,703,752 +1,336%
UOC
18
UBS O'Connor
Illinois
$31M +$5.16M +277,120 +18%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$29M +$1.38M +74,030 +5%
DPIM
20
Duff & Phelps Investment Management
Illinois
$28.6M +$2.42M +130,080 +8%
Millennium Management
21
Millennium Management
New York
$27.4M +$24M +1,287,548 +408%
Norges Bank
22
Norges Bank
Norway
$24.2M
TA
23
Teachers Advisors
New York
$24M -$11.6M -620,420 -31%
RFC
24
Russell Frank Company
Washington
$24M +$1.57M +84,212 +6%
AL
25
AJO LP
Pennsylvania
$21.6M -$8.03M -431,000 -25%