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Equity Lifestyle Properties

255 hedge funds and large institutions have $5.9B invested in Equity Lifestyle Properties in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $7.88M | Put options by funds: $4.66M

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

5% more funds holding

Funds holding: 242255 (+13)

0.11% less ownership

Funds ownership: 191.81%191.7% (-0.11%)

5% less capital invested

Capital invested by funds: $6.2B → $5.9B (-$302M)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
255
Holders Change
+13
Holders Change %
+5.37%
% of All Funds
6.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
42
Increased
87
Reduced
93
Closed
26
Calls
$7.88M
Puts
$4.66M
Net Calls
+$3.22M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$912M -$9.66M -270,460 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$878M +$4.56M +127,630 +0.5%
BIT
3
BlackRock Institutional Trust
California
$229M +$19.7M +550,948 +10%
State Street
4
State Street
Massachusetts
$181M +$1.12M +31,248 +0.6%
Cohen & Steers
5
Cohen & Steers
New York
$173M -$50.7M -1,420,022 -23%
BFA
6
BlackRock Fund Advisors
California
$138M -$8.86M -248,100 -6%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$131M -$43.7M -1,223,896 -25%
Invesco
8
Invesco
Georgia
$114M +$6.9M +193,192 +7%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$102M -$26.6M -746,278 -21%
ACI
10
AMP Capital Investors
Australia
$97.2M -$9.31M -260,656 -9%
Ameriprise
11
Ameriprise
Minnesota
$94.1M +$59.5M +1,667,144 +177%
Renaissance Technologies
12
Renaissance Technologies
New York
$91.6M +$16.3M +456,000 +22%
N
13
Nuveen
North Carolina
$90M +$27.7M +777,032 +45%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$89.5M +$19.1M +535,374 +27%
RC
15
Resolution Capital
Australia
$83.8M +$11.1M +311,596 +15%
AAMU
16
APG Asset Management US
New York
$83.1M -$44M -1,232,216 -35%
Charles Schwab
17
Charles Schwab
California
$80.8M -$827K -23,156 -1%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$79.4M +$12.8M +359,754 +20%
PIM
19
Perkins Investment Management
Illinois
$79.4M +$171K +4,790 +0.2%
Deutsche Bank
20
Deutsche Bank
Germany
$78.7M -$34.8M -973,596 -31%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$76.2M +$469K +13,124 +0.6%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$71.3M -$13.1M -367,592 -16%
PI
23
Putnam Investments
Massachusetts
$71.3M -$358K -10,038 -0.5%
Principal Financial Group
24
Principal Financial Group
Iowa
$71.2M +$55.2M +1,546,356 +361%
CTC
25
Chai Trust Company
Illinois
$67.7M +$67.1M +1,879,108 New