Equity Lifestyle Properties
408 hedge funds and large institutions have $11.1B invested in Equity Lifestyle Properties in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 149 reducing their positions, and 51 closing their positions.
27% more capital inflows, than outflows
Capital inflows: $643M | Capital outflows: $506M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
7% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 149
2% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 51
0.32% less ownership
Funds ownership: 93.01% → 92.69% (-0.32%)
2% less funds holding
Funds holding: 417 → 408 (-9)
94% less call options, than puts
Call options by funds: $678K | Put options by funds: $10.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$114M |
| 2 |
ZP
Zimmer Partners
New York
|
+$96.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$69.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$42.3M |
| 5 |
BlackRock
New York
|
+$34.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$64.8M |
| 2 |
Janus Henderson Group
London,
|
-$63.2M |
| 3 |
Goldman Sachs
New York
|
-$37.9M |
| 4 |
JP Morgan Chase
New York
|
-$35.3M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$26.2M |
ELS Hedge Fund Activity: Q4 2022 in Review
408 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2022, worth a combined $11.1B — up 2.3% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new ELS positions and 51 closed out — a net gain of 1 holder — while 159 added to existing stakes and 149 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was VOYA Investment Management, cutting an estimated $64.8M.
- 408 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2022, down from 417 in Q3 2022.
- Funds reported $11.1B of Equity Lifestyle Properties stock for Q4 2022, up 2.3% quarter-over-quarter.
- 52 funds opened new Equity Lifestyle Properties positions in Q4 2022 and 51 closed out, a net change of +1 holder.
- The largest Equity Lifestyle Properties buyer in Q4 2022 was T. Rowe Price Associates, an estimated $114M added.
- The largest Equity Lifestyle Properties seller in Q4 2022 was VOYA Investment Management, an estimated $64.8M sold.
Based on aggregated 13F filings for Q4 2022.