Equity Lifestyle Properties
430 hedge funds and large institutions have $12.1B invested in Equity Lifestyle Properties in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 152 reducing their positions, and 31 closing their positions.
84% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 31
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
4% more funds holding
Funds holding: 412 → 430 (+18)
1% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 152
0.08% more ownership
Funds ownership: 91.64% → 91.73% (+0.08%)
7% less capital invested
Capital invested by funds: $13B → $12.1B (-$977M)
98% less call options, than puts
Call options by funds: $747K | Put options by funds: $40.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$136M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$91.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$56.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$46.8M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 2 |
Man Group
London,
United Kingdom
|
-$99.8M |
| 3 |
BlackRock
New York
|
-$69.9M |
| 4 |
LPC
Long Pond Capital
New York
|
-$42.2M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$39.2M |
ELS Hedge Fund Activity: Q2 2022 in Review
430 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q2 2022, worth a combined $12.1B — down 7.5% from $13B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ELS positions and 31 closed out — a net gain of 26 holders — while 154 added to existing stakes and 152 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $108M.
- 430 institutional investors held Equity Lifestyle Properties (ELS) as of Q2 2022, up from 412 in Q1 2022.
- Funds reported $12.1B of Equity Lifestyle Properties stock for Q2 2022, down 7.5% quarter-over-quarter.
- 57 funds opened new Equity Lifestyle Properties positions in Q2 2022 and 31 closed out, a net change of +26 holders.
- The largest Equity Lifestyle Properties buyer in Q2 2022 was JP Morgan Chase, an estimated $136M added.
- The largest Equity Lifestyle Properties seller in Q2 2022 was Fidelity Investments, an estimated $108M sold.
Based on aggregated 13F filings for Q2 2022.