Equity Lifestyle Properties
447 hedge funds and large institutions have $12.9B invested in Equity Lifestyle Properties in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 174 reducing their positions, and 50 closing their positions.
1,501% more call options, than puts
Call options by funds: $1.36M | Put options by funds: $85K
42% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 50
4% more funds holding
Funds holding: 429 → 447 (+18)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4.57% less ownership
Funds ownership: 102.58% → 98.02% (-4.6%)
17% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 174
42% less capital inflows, than outflows
Capital inflows: $776M | Capital outflows: $1.34B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$138M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$129M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$102M |
| 4 |
Neuberger Berman Group
New York
|
+$38.3M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$262M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$136M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$122M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$104M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$71.3M |
ELS Hedge Fund Activity: Q4 2023 in Review
447 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q4 2023, worth a combined $12.9B — up 5.8% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new ELS positions and 50 closed out — a net gain of 21 holders — while 144 added to existing stakes and 174 trimmed.
The largest buyer was Norges Bank, adding an estimated $138M. The largest seller was Principal Financial Group, cutting an estimated $262M.
- 447 institutional investors held Equity Lifestyle Properties (ELS) as of Q4 2023, up from 429 in Q3 2023.
- Funds reported $12.9B of Equity Lifestyle Properties stock for Q4 2023, up 5.8% quarter-over-quarter.
- 71 funds opened new Equity Lifestyle Properties positions in Q4 2023 and 50 closed out, a net change of +21 holders.
- The largest Equity Lifestyle Properties buyer in Q4 2023 was Norges Bank, an estimated $138M added.
- The largest Equity Lifestyle Properties seller in Q4 2023 was Principal Financial Group, an estimated $262M sold.
Based on aggregated 13F filings for Q4 2023.