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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 %
SBCM
276
Schwerin Boyle Capital Management
Massachusetts
$737K – – –
JIC
277
Johnson Investment Counsel
Ohio
$735K -$11.4K -220 -2%
CI
278
Conning Inc
Connecticut
$694K +$91.3K +1,760 +15%
VAM
279
Visium Asset Management
New York
$690K +$690K +13,300 New
TH
280
Timber Hill
Connecticut
$688K +$688K +13,263 New
BDF
281
Balasa Dinverno & Foltz
$675K +$675K +13,018 New
Commonwealth Equity Services
282
Commonwealth Equity Services
Massachusetts
$660K +$46.6K +899 +8%
COPPSERS
283
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$639K -$2.91M -56,127 -82%
AAIM
284
American Assets Investment Management
California
$622K +$622K +12,000 New
KRSITF
285
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$616K -$3.58K -69 -0.6%
GI
286
Glovista Investments
New Jersey
$605K – – –
ANRIA
287
American National Registered Investment Advisor
Texas
$591K – – –
CB
288
Chemical Bank
Michigan
$571K – – –
WDA
289
Wendell David Associates
New Hampshire
$557K – – –
MERSOM
290
Municipal Employees' Retirement System of Michigan
Michigan
$555K – – –
Federated Hermes
291
Federated Hermes
Pennsylvania
$555K +$177K +3,414 +47%
HK
292
Horizon Kinetics
New York
$526K +$214K +4,118 +68%
MNBTD
293
Moody National Bank Trust Division
Texas
$487K – – –
KeyBank National Association
294
KeyBank National Association
Ohio
$486K -$72.3K -1,393 -13%
SACTSONJ
295
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$476K – – –
DILH
296
Dai-ichi Life Holdings
Japan
$475K – – –
NRS
297
Neville Rodie & Shaw
New York
$467K – – –
CSIC
298
Clifford Swan Investment Counsel
California
$466K – – –
DADC
299
D.A. Davidson & Co
Montana
$464K +$463K +8,950 +59,667%
EOJOAM
300
E. Ohman J:or Asset Management
Sweden
$463K – – –
10 11
12
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