We are live on ! Find out more
ELS icon

Equity Lifestyle Properties

403 hedge funds and large institutions have $10.6B invested in Equity Lifestyle Properties in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 156 increasing their positions, 151 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $9.71B → $10.6B (+$864M)

2% more funds holding

Funds holding: 394403 (+9)

3% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 151

0.17% more ownership

Funds ownership: 92.73%92.89% (+0.17%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

93% less call options, than puts

Call options by funds: $2.22M | Put options by funds: $33.2M

Holders
403
Holders Change
+9
Holders Change %
+2.28%
% of All Funds
8.26%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
56
Increased
156
Reduced
151
Closed
44
Calls
$2.22M
Puts
$33.2M
Net Calls
-$30.9M
Net Calls Change
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.58B -$45.4M -739,564 -3%
BlackRock
2
BlackRock
New York
$904M -$11.4M -185,113 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$772M -$44.7M -727,877 -6%
State Street
4
State Street
Massachusetts
$503M -$46.3M -754,034 -9%
Aristotle Capital Management
5
Aristotle Capital Management
California
$362M -$53.9M -877,846 -13%
JP Morgan Chase
6
JP Morgan Chase
New York
$351M +$69.1M +1,125,744 +25%
N
7
Nuveen
North Carolina
$293M +$20.1M +327,985 +8%
Renaissance Technologies
8
Renaissance Technologies
New York
$253M -$58.1M -946,600 -19%
Principal Financial Group
9
Principal Financial Group
Iowa
$250M +$97.1M +1,581,236 +65%
Goldman Sachs
10
Goldman Sachs
New York
$233M -$33.1M -539,421 -13%
CTC
11
Chai Trust Company
Illinois
$218M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$184M +$324K +5,279 +0.2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$162M +$386K +6,281 +0.2%
Invesco
14
Invesco
Georgia
$159M +$13.2M +215,611 +9%
Deutsche Bank
15
Deutsche Bank
Germany
$148M -$49.2M -801,934 -25%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$146M -$22.9M -372,311 -14%
Northern Trust
17
Northern Trust
Illinois
$135M +$7.12M +115,990 +6%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$130M +$15.3M +249,524 +14%
RC
19
Resolution Capital
Australia
$122M +$15.5M +252,816 +15%
Legal & General Group
20
Legal & General Group
United Kingdom
$118M +$9.23M +150,247 +9%
Charles Schwab
21
Charles Schwab
California
$114M -$56.5M -919,686 -33%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$111M +$21.9M +356,633 +25%
Norges Bank
23
Norges Bank
Norway
$105M -$500K -8,135 -0.5%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$103M +$11.2M +182,885 +12%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$91.1M -$47.2K -768 -0.1%

ELS Hedge Fund Activity: Q2 2020 in Review

403 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q2 2020, worth a combined $10.6B — up 8.9% from $9.71B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new ELS positions and 44 closed out — a net gain of 12 holders — while 156 added to existing stakes and 151 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $97.1M. The largest seller was Renaissance Technologies, cutting an estimated $58.1M.

  • 403 institutional investors held Equity Lifestyle Properties (ELS) as of Q2 2020, up from 394 in Q1 2020.
  • Funds reported $10.6B of Equity Lifestyle Properties stock for Q2 2020, up 8.9% quarter-over-quarter.
  • 56 funds opened new Equity Lifestyle Properties positions in Q2 2020 and 44 closed out, a net change of +12 holders.
  • The largest Equity Lifestyle Properties buyer in Q2 2020 was Principal Financial Group, an estimated $97.1M added.
  • The largest Equity Lifestyle Properties seller in Q2 2020 was Renaissance Technologies, an estimated $58.1M sold.

Based on aggregated 13F filings for Q2 2020.