Equity Residential
537 hedge funds and large institutions have $17.6B invested in Equity Residential in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 189 increasing their positions, 212 reducing their positions, and 78 closing their positions.
38% more call options, than puts
Call options by funds: $168M | Put options by funds: $122M
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
0.88% less ownership
Funds ownership: 93.34% → 92.46% (-0.88%)
6% less funds holding
Funds holding: 573 → 537 (-36)
11% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 212
13% less capital invested
Capital invested by funds: $20.3B → $17.6B (-$2.62B)
40% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$257M |
| 2 |
First Eagle Investment Management
New York
|
+$149M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$108M |
| 4 |
LPC
Long Pond Capital
New York
|
+$95.9M |
| 5 |
D.E. Shaw & Co
New York
|
+$77.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$444M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$159M |
| 3 |
State Street
Boston,
Massachusetts
|
-$111M |
| 4 |
Morgan Stanley
New York
|
-$71.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$63.4M |
EQR Hedge Fund Activity: Q3 2020 in Review
537 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2020, worth a combined $17.6B — down 13% from $20.3B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of EQR and 47 opened new positions — a net loss of 31 holders — while 212 trimmed existing stakes and 189 added.
The largest buyer was Vanguard Group, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $444M.
- 537 institutional investors held Equity Residential (EQR) as of Q3 2020, down from 573 in Q2 2020.
- Funds reported $17.6B of Equity Residential stock for Q3 2020, down 13% quarter-over-quarter.
- 47 funds opened new Equity Residential positions in Q3 2020 and 78 closed out, a net change of -31 holders.
- The largest Equity Residential buyer in Q3 2020 was Vanguard Group, an estimated $257M added.
- The largest Equity Residential seller in Q3 2020 was Fidelity Investments, an estimated $444M sold.
Based on aggregated 13F filings for Q3 2020.