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Equity Residential
EQR

Overview Fund Activity

419 hedge funds and large institutions have $19.1B invested in Equity Residential in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+14
Holders Change %
+3.46%
% of All Funds
12.17%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
47
Increased
134
Reduced
149
Closed
33
Calls
$62.9M
Puts
$27.4M
Net Calls
+$35.5M
Net Calls Change
+$23.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$499M
2
Cohen & Steers
Cohen & Steers
New York
$1.36B
3
Capital Research Global Investors
Capital Research Global Investors
California
$169M
4
Barclays
Barclays
United Kingdom
$115M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
$531M

Top Sellers

1
LBH
Lehman Brothers Holdings
New York
$408M
2
Invesco
Invesco
Georgia
$372M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$608M
4
SRES
Starwood Real Estate Securities
Connecticut
$0
5
SCRM
Security Capital Research & Management
Illinois
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCMRT
251
Kemper Corp Master Retirement Trust
Illinois
$1.12M – – –
Zurich Cantonal Bank
252
Zurich Cantonal Bank
Switzerland
$1.1M +$117K +2,248 +12%
GF
253
Gerstein Fisher
New York
$1.07M +$1.07M +20,722 New
PVH
254
Psagot Value Holdings
Israel
$1.06M -$571K -11,013 -35%
DLG
255
Daniel L. Goodwin
$1.05M – – –
ACM
256
Avalon Capital Management
California
$1M +$1M +19,346 New
WHG
257
Westwood Holdings Group
Texas
$991K +$104K +2,000 +12%
ECA
258
Endeavour Capital Advisors
Connecticut
$975K – – –
SCA
259
SAC Capital Advisors
Connecticut
$971K -$82.1K -1,584 -8%
SIM
260
Sentry Investment Management
Wisconsin
$934K +$701K +13,500 +300%
BMCMI
261
Bryn Mawr Capital Management Inc
Pennsylvania
$923K -$7.97M -153,804 -90%
ST
262
Spinnaker Trust
Maine
$893K – – –
PIA
263
Peachtree Investment Advisors
Georgia
$876K +$876K +16,884 New
B
264
Barings
North Carolina
$869K +$869K +16,757 New
OC
265
Oppenheimer & Co
New York
$861K +$201K +3,870 +30%
William Blair & Company
266
William Blair & Company
Illinois
$859K -$314K -6,050 -27%
BIC
267
Bridges Investment Counsel
Nebraska
$852K – – –
GCP
268
GSA Capital Partners
United Kingdom
$817K +$817K +15,759 New
SCM
269
Stux Capital Management
New York
$804K +$25.9K +500 +3%
FSC
270
Fiduciary Services Corp
Georgia
$789K -$25.9K -500 -3%
Truist Financial
271
Truist Financial
North Carolina
$787K +$94.7K +1,825 +14%
NSEDCP
272
NJ State Employees Deferred Compensation Plan
New Jersey
$778K – – –
BPC
273
Banque Pictet & Cie
Switzerland
$778K +$778K +15,000 New
BVDMP
274
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$772K – – –
PIM
275
Perkins Investment Management
Illinois
$757K – – –
9 10
11
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