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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
II
226
Inspire Investing
Idaho
$2.73M +$68.8K +1,189 +3%
DILIC
227
Dai-ichi Life Insurance Company
Japan
$2.72M -$8.68M -150,000 -77%
M&T Bank
228
M&T Bank
New York
$2.71M -$34.6K -598 -1%
AG
229
Ascent Group
Virginia
$2.71M +$177K +3,067 +7%
SDIC
230
South Dakota Investment Council
South Dakota
$2.71M
Allspring Global Investments
231
Allspring Global Investments
North Carolina
$2.66M -$528K -9,127 -17%
PWM
232
Perigon Wealth Management
California
$2.64M +$56K +968 +2%
AAM
233
AR Asset Management
California
$2.63M +$2M +34,500 +406%
Jane Street
234
Jane Street
New York
$2.59M -$1.42M -24,625 -37%
AAM
235
Azzad Asset Management
Virginia
$2.55M +$206K +3,566 +9%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$2.54M +$505K +8,721 +27%
Public Sector Pension Investment Board (PSP Investments)
237
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.5M -$1.78M -30,800 -43%
CI
238
Conning Inc
Connecticut
$2.43M +$231K +3,985 +11%
VMPIC
239
Varma Mutual Pension Insurance Co
Finland
$2.38M +$2.25M +38,900 New
OTPPB
240
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.37M +$2.25M +38,831 New
MGP
241
Metis Global Partners
California
$2.32M +$79.9K +1,381 +4%
AIM
242
Aurora Investment Managers
Florida
$2.31M +$83.1K +1,437 +4%
EGM
243
Engineers Gate Manager
New York
$2.29M +$1.74M +30,130 +411%
JFG
244
Jefferies Financial Group
New York
$2.26M +$2.14M +36,963 New
Ensign Peak Advisors
245
Ensign Peak Advisors
Utah
$2.25M -$36.7K -634 -2%
BCI
246
Brinker Capital Investments
Pennsylvania
$2.22M +$5.79K +100 +0.3%
OPS
247
Orion Portfolio Solutions
Nebraska
$2.22M +$5.79K +100 +0.3%
CS
248
Candriam SCA
Luxembourg
$2.21M -$169K -2,917 -7%
WorldQuant Millennium Advisors
249
WorldQuant Millennium Advisors
New York
$2.17M +$511K +8,835 +33%
PS
250
Presima Securities
Quebec, Canada
$2.16M -$18.6K -321 -0.9%