Equity Lifestyle Properties
354 hedge funds and large institutions have $11.3B invested in Equity Lifestyle Properties in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 124 reducing their positions, and 34 closing their positions.
156% more call options, than puts
Call options by funds: $8.3M | Put options by funds: $3.24M
32% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 34
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
2% more funds holding
Funds holding: 346 → 354 (+8)
5% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 124
5.07% less ownership
Funds ownership: 97.7% → 92.62% (-5.1%)
34% less capital inflows, than outflows
Capital inflows: $767M | Capital outflows: $1.16B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$121M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$77.2M |
| 3 |
Goldman Sachs
New York
|
+$65.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$46.7M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$322M |
| 2 |
BlackRock
New York
|
-$225M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$137M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$114M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$48.9M |
ELS Hedge Fund Activity: Q3 2019 in Review
354 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2019, worth a combined $11.3B — up 5.7% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ELS positions and 34 closed out — a net gain of 11 holders — while 130 added to existing stakes and 124 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $121M. The largest seller was Cohen & Steers, cutting an estimated $322M.
- 354 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2019, up from 346 in Q2 2019.
- Funds reported $11.3B of Equity Lifestyle Properties stock for Q3 2019, up 5.7% quarter-over-quarter.
- 45 funds opened new Equity Lifestyle Properties positions in Q3 2019 and 34 closed out, a net change of +11 holders.
- The largest Equity Lifestyle Properties buyer in Q3 2019 was Fidelity Investments, an estimated $121M added.
- The largest Equity Lifestyle Properties seller in Q3 2019 was Cohen & Steers, an estimated $322M sold.
Based on aggregated 13F filings for Q3 2019.