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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
276
Osaic Holdings
Arizona
$1.56M -$324K -5,600 -18%
PCM
277
Penserra Capital Management
California
$1.55M +$720K +12,436 +96%
Swedbank
278
Swedbank
Sweden
$1.54M -$8.74K -151 -0.6%
TCM
279
Twin Capital Management
Pennsylvania
$1.52M -$12.3K -213 -0.8%
MLICM
280
Metropolitan Life Insurance Company (MetLife)
New York
$1.51M -$12.7K -219 -0.9%
LMIM
281
Lockheed Martin Investment Management
Maryland
$1.46M -$370K -6,400 -22%
DEA
282
DoubleLine ETF Adviser
Florida
$1.45M +$1.37M +23,761 New
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$1.45M +$94.3K +1,629 +7%
HIMCH
284
Hartford Investment Management Co (HIMCO)
Connecticut
$1.42M -$17.2K -297 -1%
Pacer Advisors
285
Pacer Advisors
Pennsylvania
$1.39M -$658K -11,373 -33%
William Blair & Company
286
William Blair & Company
Illinois
$1.37M -$173K -2,991 -12%
CGH
287
Crossmark Global Holdings
Texas
$1.36M -$49.4K -853 -4%
NRD
288
Nebula Research & Development
New York
$1.35M +$1.28M +22,078 New
TAF
289
Tredje AP-fonden
Sweden
$1.33M
SAM
290
Securian Asset Management
Minnesota
$1.33M -$164K -2,827 -11%
EAM
291
Erste Asset Management
Austria
$1.33M +$370K +6,400 +43%
AI
292
Atria Investments
North Carolina
$1.32M -$39.1K -675 -3%
MAM
293
Martingale Asset Management
Massachusetts
$1.31M -$1.88M -32,494 -60%
CCIA
294
Campbell & Co Investment Adviser
Maryland
$1.3M +$597K +10,310 +94%
LSERS
295
Louisiana State Employees Retirement System
Louisiana
$1.28M -$28.9K -500 -2%
NWM
296
Nicola Wealth Management
British Columbia, Canada
$1.22M -$862K -14,900 -50%
Balyasny Asset Management
297
Balyasny Asset Management
Illinois
$1.22M +$363K +6,276 +46%
Simplex Trading
298
Simplex Trading
Illinois
$1.2M +$1.07M +18,428 +1,461%
BF
299
BOK Financial
Oklahoma
$1.2M -$18.3K -317 -2%
Wealth Enhancement Advisory Services
300
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$805K +13,915 +248%