Equity Lifestyle Properties
218 hedge funds and large institutions have $3.86B 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.
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
21% more capital invested
Capital invested by funds: $3.2B → $3.86B (+$661M)
2% more funds holding
Funds holding: 213 → 218 (+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: 4 → 4 (0)
1.62% less ownership
Funds ownership: 180.13% → 178.52% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$20.6M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$14.4M |
| 3 |
Renaissance Technologies
New York
|
+$13.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$13.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$9.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
-$30.3M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$28.6M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$13.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$9.52M |
ELS Hedge Fund Activity: Q4 2014 in Review
218 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2014, worth a combined $3.86B — up 21% 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 $3.86B of Equity Lifestyle Properties stock for Q4 2014, up 21% 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.