Equity Lifestyle Properties
411 hedge funds and large institutions have $10.7B invested in Equity Lifestyle Properties in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 145 increasing their positions, 158 reducing their positions, and 49 closing their positions.
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
5% more capital invested
Capital invested by funds: $10.3B → $10.7B (+$467M)
0.72% more ownership
Funds ownership: 92.23% → 92.95% (+0.72%)
2% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 49
8% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 158
1% less funds holding
Funds holding: 417 → 411 (-6)
96% less call options, than puts
Call options by funds: $544K | Put options by funds: $14.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
+$100M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$57.3M |
| 3 |
Goldman Sachs
New York
|
+$55.5M |
| 4 |
D.E. Shaw & Co
New York
|
+$50.1M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$158M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$104M |
| 3 |
Renaissance Technologies
New York
|
-$61.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$51M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$49.6M |
ELS Hedge Fund Activity: Q4 2020 in Review
411 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2020, worth a combined $10.7B — up 4.5% from $10.3B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of ELS and 48 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 145 added.
The largest buyer was Long Pond Capital, opening a new position worth an estimated $100M. The largest seller was Fidelity Investments, cutting an estimated $158M.
- 411 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2020, down from 417 in Q3 2020.
- Funds reported $10.7B of Equity Lifestyle Properties stock for Q4 2020, up 4.5% quarter-over-quarter.
- 48 funds opened new Equity Lifestyle Properties positions in Q4 2020 and 49 closed out, a net change of -1 holder.
- The largest Equity Lifestyle Properties buyer in Q4 2020 was Long Pond Capital, an estimated $100M added.
- The largest Equity Lifestyle Properties seller in Q4 2020 was Fidelity Investments, an estimated $158M sold.
Based on aggregated 13F filings for Q4 2020.