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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
CIBC World Market
301
CIBC World Market
Ontario, Canada
$758K +$742K +11,901 New
Capital Fund Management (CFM)
302
Capital Fund Management (CFM)
France
$748K +$732K +11,749 New
CI
303
Cigna Investments
Connecticut
$734K -$96.1K -1,542 -12%
FPS
304
Fieldpoint Private Securities
Connecticut
$733K
Envestnet Asset Management
305
Envestnet Asset Management
Illinois
$729K +$582K +9,345 +443%
EOJOAM
306
E. Ohman J:or Asset Management
Sweden
$726K +$199K +3,200 +39%
VF
307
Virtu Financial
New York
$715K +$700K +11,228 New
MAM
308
Martingale Asset Management
Massachusetts
$706K +$62 +1 +0%
CI
309
Conning Inc
Connecticut
$692K -$23.7K -380 -3%
WDA
310
Wendell David Associates
New Hampshire
$683K
ANRIA
311
American National Registered Investment Advisor
Texas
$675K
JIC
312
Johnson Investment Counsel
Ohio
$671K -$15.6K -250 -2%
FCM
313
Flinton Capital Management
Pennsylvania
$671K +$25.9K +416 +4%
OMCS
314
Old Mutual Customised Solutions
South Africa
$655K +$174K +2,800 +37%
CF
315
Centaurus Financial
California
$641K -$62.3K -1,000 -9%
KTA
316
Keeley-Teton Advisors
Illinois
$637K +$220K +3,536 +55%
GAM
317
Gotham Asset Management
New York
$636K -$309K -4,966 -33%
ANTB
318
AMG National Trust Bank
Colorado
$631K -$247K -3,958 -29%
FG
319
Fiduciary Group
Georgia
$623K -$12.5K -200 -2%
MERSOM
320
Municipal Employees' Retirement System of Michigan
Michigan
$622K +$16.8K +270 +3%
OAM
321
Oppenheimer Asset Management
New York
$609K -$1M -16,085 -63%
CC
322
ClearArc Capital
Ohio
$600K +$1.62K +26 +0.3%
BDF
323
Balasa Dinverno & Foltz
$593K +$7.48K +120 +1%
FCBT
324
First Citizens Bank & Trust
North Carolina
$578K +$565K +9,069 New
FRM
325
Fox Run Management
Connecticut
$577K +$565K +9,067 New

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.