Equity Lifestyle Properties
433 hedge funds and large institutions have $14.9B invested in Equity Lifestyle Properties in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 168 increasing their positions, 146 reducing their positions, and 27 closing their positions.
111% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 27
69% more call options, than puts
Call options by funds: $385K | Put options by funds: $228K
15% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 146
13% more capital invested
Capital invested by funds: $13.2B → $14.9B (+$1.67B)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
6% more funds holding
Funds holding: 408 → 433 (+25)
0.36% more ownership
Funds ownership: 91.98% → 92.34% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$100M |
| 2 |
BlackRock
New York
|
+$46.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$41.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$37.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$60M |
| 2 |
CI
Cooper Investors
Melbourne, Victoria,
Australia
|
-$31M |
| 3 |
Two Sigma Advisers
New York
|
-$24.9M |
| 4 |
Two Sigma Investments
New York
|
-$23.7M |
| 5 |
LOAMS
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
-$23.4M |
ELS Hedge Fund Activity: Q4 2021 in Review
433 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2021, worth a combined $14.9B — up 13% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ELS positions and 27 closed out — a net gain of 30 holders — while 168 added to existing stakes and 146 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $100M. The largest seller was Wells Fargo, cutting an estimated $60M.
- 433 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2021, up from 408 in Q3 2021.
- Funds reported $14.9B of Equity Lifestyle Properties stock for Q4 2021, up 13% quarter-over-quarter.
- 57 funds opened new Equity Lifestyle Properties positions in Q4 2021 and 27 closed out, a net change of +30 holders.
- The largest Equity Lifestyle Properties buyer in Q4 2021 was T. Rowe Price Associates, an estimated $100M added.
- The largest Equity Lifestyle Properties seller in Q4 2021 was Wells Fargo, an estimated $60M sold.
Based on aggregated 13F filings for Q4 2021.