Equity Residential
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.
129% more call options, than puts
Call options by funds: $62.9M | Put options by funds: $27.4M
42% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 33
3% more funds holding
Funds holding: 405 → 419 (+14)
3.03% more ownership
Funds ownership: 99.21% → 102.24% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
0% less capital invested
Capital invested by funds: $19.1B → $19.1B (-$30.6M)
10% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$271M |
| 2 |
Cohen & Steers
New York
|
+$174M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$132M |
| 4 |
Barclays
London,
United Kingdom
|
+$49.9M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$48.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBH
Lehman Brothers Holdings
New York
|
-$608M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$169M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.4M |
| 4 |
SRES
Starwood Real Estate Securities
Greenwich,
Connecticut
|
-$33.4M |
| 5 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$32.6M |
EQR Hedge Fund Activity: Q4 2013 in Review
419 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2013, worth a combined $19.1B — down 0.16% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new EQR positions and 33 closed out — a net gain of 14 holders — while 134 added to existing stakes and 149 trimmed.
The largest buyer was Capital World Investors, adding an estimated $271M. The largest seller was Lehman Brothers Holdings, cutting an estimated $608M.
- 419 institutional investors held Equity Residential (EQR) as of Q4 2013, up from 405 in Q3 2013.
- Funds reported $19.1B of Equity Residential stock for Q4 2013, down 0.16% quarter-over-quarter.
- 47 funds opened new Equity Residential positions in Q4 2013 and 33 closed out, a net change of +14 holders.
- The largest Equity Residential buyer in Q4 2013 was Capital World Investors, an estimated $271M added.
- The largest Equity Residential seller in Q4 2013 was Lehman Brothers Holdings, an estimated $608M sold.
Based on aggregated 13F filings for Q4 2013.