Equity Lifestyle Properties
417 hedge funds and large institutions have $10.9B invested in Equity Lifestyle Properties in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 49 closing their positions.
1.28% more ownership
Funds ownership: 91.73% → 93.01% (+1.3%)
3% less funds holding
Funds holding: 430 → 417 (-13)
10% less capital invested
Capital invested by funds: $12.1B → $10.9B (-$1.18B)
14% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 171
24% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 49
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
91% less call options, than puts
Call options by funds: $961K | Put options by funds: $10.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$164M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$133M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$130M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$96M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$125M |
| 2 |
Goldman Sachs
New York
|
-$105M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$71M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$49.7M |
| 5 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$34.7M |
ELS Hedge Fund Activity: Q3 2022 in Review
417 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q3 2022, worth a combined $10.9B — down 9.8% from $12.1B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of ELS and 37 opened new positions — a net loss of 12 holders — while 171 trimmed existing stakes and 147 added.
The largest buyer was Aristotle Capital Management, adding an estimated $164M. The largest seller was T. Rowe Price Associates, cutting an estimated $125M.
- 417 institutional investors held Equity Lifestyle Properties (ELS) as of Q3 2022, down from 430 in Q2 2022.
- Funds reported $10.9B of Equity Lifestyle Properties stock for Q3 2022, down 9.8% quarter-over-quarter.
- 37 funds opened new Equity Lifestyle Properties positions in Q3 2022 and 49 closed out, a net change of -12 holders.
- The largest Equity Lifestyle Properties buyer in Q3 2022 was Aristotle Capital Management, an estimated $164M added.
- The largest Equity Lifestyle Properties seller in Q3 2022 was T. Rowe Price Associates, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2022.