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Equity Residential

530 hedge funds and large institutions have $21.6B invested in Equity Residential in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $79M | Put options by funds: $25.7M

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

4% more funds holding

Funds holding: 509530 (+21)

0% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$29.3M)

3.23% less ownership

Funds ownership: 95.52%92.28% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
530
Holders Change
+21
Holders Change %
+4.13%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
61
Increased
165
Reduced
203
Closed
35
Calls
$79M
Puts
$25.7M
Net Calls
+$53.3M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
276
Azzad Asset Management
Virginia
$1.04M +$76.5K +1,227 +8%
GIA
277
Gateway Investment Advisers
Ohio
$1.03M -$105K -1,687 -9%
AAM
278
Advisors Asset Management
Colorado
$1.01M +$88.4K +1,419 +10%
RCM
279
Riverhead Capital Management
Delaware
$1.01M +$36.6K +588 +4%
KRS
280
Kentucky Retirement Systems
Kentucky
$996K -$223K -3,581 -19%
GCA
281
Gideon Capital Advisors
New York
$987K +$965K +15,491 New
OI
282
Oakbrook Investments
Illinois
$968K +$67K +1,075 +8%
NSEDCP
283
NJ State Employees Deferred Compensation Plan
New Jersey
$955K
TC
284
Telemus Capital
Michigan
$948K -$43.4K -697 -4%
WHG
285
Westwood Holdings Group
Texas
$937K -$347K -5,565 -27%
LMGAM
286
Liberty Mutual Group Asset Management
Massachusetts
$937K +$4.86K +78 +0.5%
BFM
287
Boothbay Fund Management
New York
$931K +$235K +3,778 +35%
MCIM
288
Meadow Creek Investment Management
Georgia
$922K +$35.6K +572 +4%
WorldQuant Millennium Advisors
289
WorldQuant Millennium Advisors
New York
$909K +$889K +14,268 New
Commonwealth Equity Services
290
Commonwealth Equity Services
Massachusetts
$905K -$85.1K -1,366 -9%
SC
291
Scotia Capital
Ontario, Canada
$882K +$2.56K +41 +0.3%
RJT
292
Raymond James Trust
Florida
$875K -$14.9K -239 -2%
SB
293
Suntrust Banks
Georgia
$873K +$60.2K +966 +8%
SL
294
Signition LP
New York
$860K +$842K +13,505 New
PA
295
Profund Advisors
Maryland
$843K -$89.4K -1,435 -10%
LTFS
296
Ladenburg Thalmann Financial Services
Florida
$843K
GCP
297
GSA Capital Partners
United Kingdom
$835K +$817K +13,111 New
William Blair & Company
298
William Blair & Company
Illinois
$828K +$3.86K +62 +0.5%
TG
299
TLP Group
Illinois
$816K
II
300
Inspire Investing
Idaho
$805K +$239K +3,828 +43%

EQR Hedge Fund Activity: Q2 2018 in Review

530 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2018, worth a combined $21.6B — down 0.14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EQR positions and 35 closed out — a net gain of 26 holders — while 165 added to existing stakes and 203 trimmed.

The largest buyer was Norges Bank, adding an estimated $579M. The largest seller was Cohen & Steers, cutting an estimated $553M.

  • 530 institutional investors held Equity Residential (EQR) as of Q2 2018, up from 509 in Q1 2018.
  • Funds reported $21.6B of Equity Residential stock for Q2 2018, down 0.14% quarter-over-quarter.
  • 61 funds opened new Equity Residential positions in Q2 2018 and 35 closed out, a net change of +26 holders.
  • The largest Equity Residential buyer in Q2 2018 was Norges Bank, an estimated $579M added.
  • The largest Equity Residential seller in Q2 2018 was Cohen & Steers, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.