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Equity Lifestyle Properties
ELS

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: 249 → 261 (+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: 2 → 2 (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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$95.8M
2
Deutsche Bank
Deutsche Bank
Germany
+$55.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$48.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$17.7M
5
NIPH
NN Investment Partners Holdings
Netherlands
+$16.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$51M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$46.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$35.7M
4
NFA
Nationwide Fund Advisors
Ohio
-$27.3M
5
Cohen & Steers
Cohen & Steers
New York
-$27.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B +$17.7M +397,092 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$997M -$51M -1,145,600 -5%
BlackRock
3
BlackRock
New York
$585M +$7.56M +169,878 +1%
Cohen & Steers
4
Cohen & Steers
New York
$403M -$27.2M -610,388 -6%
Deutsche Bank
5
Deutsche Bank
Germany
$236M +$55.8M +1,253,084 +31%
State Street
6
State Street
Massachusetts
$235M +$2.37M +53,188 +1%
Renaissance Technologies
7
Renaissance Technologies
New York
$220M +$48.2M +1,084,200 +28%
JP Morgan Chase
8
JP Morgan Chase
New York
$197M +$95.8M +2,152,798 +95%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$179M -$533K -11,982 -0.3%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$177M -$19.4M -436,184 -10%
CTC
11
Chai Trust Company
Illinois
$155M – – –
Charles Schwab
12
Charles Schwab
California
$130M +$5.62M +126,402 +5%
Ameriprise
13
Ameriprise
Minnesota
$112M +$1.91M +42,970 +2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$111M -$11.3M -255,050 -9%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$109M +$9.6M +215,696 +10%
RC
16
Resolution Capital
Australia
$108M +$9.11M +204,794 +9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$105M +$1.41M +31,772 +1%
Principal Financial Group
18
Principal Financial Group
Iowa
$96.5M -$6.7M -150,484 -6%
AAMU
19
APG Asset Management US
New York
$95.8M +$4.14M +93,000 +5%
Goldman Sachs
20
Goldman Sachs
New York
$91.8M +$1.96M +44,042 +2%
Northern Trust
21
Northern Trust
Illinois
$88.3M +$4.51M +101,454 +5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$84M +$6.77M +152,242 +9%
PAM
23
Panagora Asset Management
Massachusetts
$82.8M +$657K +14,766 +0.8%
TA
24
Teachers Advisors
New York
$78.5M +$747K +16,794 +1%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$78.5M -$35.7M -802,122 -31%
1
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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.