Equity Lifestyle Properties
394 hedge funds and large institutions have $9.68B invested in Equity Lifestyle Properties in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 146 increasing their positions, 142 reducing their positions, and 46 closing their positions.
88% more funds holding in top 10
Funds holding in top 10: 8 → 15 (+7)
48% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 46
32% more call options, than puts
Call options by funds: $4.11M | Put options by funds: $3.11M
5% more funds holding
Funds holding: 376 → 394 (+18)
6% more capital inflows, than outflows
Capital inflows: $841M | Capital outflows: $796M
3% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 142
0.35% more ownership
Funds ownership: 92.11% → 92.46% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$64.7M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$55.9M |
| 3 |
Legal & General Group
London,
United Kingdom
|
+$37.8M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$34.6M |
| 5 |
ACM
Adelante Capital Management
Alameda,
California
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$222M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$83.2M |
| 3 |
APG Asset Management US
New York
|
-$52.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$49.9M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$22.6M |
ELS Hedge Fund Activity: Q1 2020 in Review
394 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2020, worth a combined $9.68B — down 18% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new ELS positions and 46 closed out — a net gain of 22 holders — while 146 added to existing stakes and 142 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $64.7M. The largest seller was Fidelity Investments, cutting an estimated $222M.
- 394 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2020, up from 376 in Q4 2019.
- Funds reported $9.68B of Equity Lifestyle Properties stock for Q1 2020, down 18% quarter-over-quarter.
- 68 funds opened new Equity Lifestyle Properties positions in Q1 2020 and 46 closed out, a net change of +22 holders.
- The largest Equity Lifestyle Properties buyer in Q1 2020 was JP Morgan Chase, an estimated $64.7M added.
- The largest Equity Lifestyle Properties seller in Q1 2020 was Fidelity Investments, an estimated $222M sold.
Based on aggregated 13F filings for Q1 2020.