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Equity Residential

544 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $18M | Put options by funds: $9.33M

40% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 57

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

3% more funds holding

Funds holding: 527544 (+17)

0.47% more ownership

Funds ownership: 92.34%92.81% (+0.47%)

0% more capital invested

Capital invested by funds: $22.5B → $22.5B (+$4.87M)

1% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 183

Holders
544
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
12.12%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
80
Increased
182
Reduced
183
Closed
57
Calls
$18M
Puts
$9.33M
Net Calls
+$8.71M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
301
First Hawaiian Bank
Hawaii
$744K +$164K +2,436 +28%
LP
302
LMR Partners
United Kingdom
$720K +$733K +10,913 New
FCM
303
Flinton Capital Management
Pennsylvania
$716K +$66.6K +992 +10%
HF
304
HRT Financial
New York
$713K +$726K +10,809 New
CI
305
Cigna Investments
Connecticut
$706K +$4.63K +69 +0.6%
KTA
306
Keeley-Teton Advisors
Illinois
$700K +$16.8K +250 +2%
EOJOAM
307
E. Ohman J:or Asset Management
Sweden
$700K -$80.6K -1,200 -10%
LTFS
308
Ladenburg Thalmann Financial Services
Florida
$691K +$289K +4,303 +70%
WDA
309
Wendell David Associates
New Hampshire
$675K -$33.6K -500 -5%
AIM
310
Achmea Investment Management
Netherlands
$666K +$678K +10,094 New
QT
311
Quantamental Technologies
New York
$659K +$670K +9,984 New
CPIG
312
Chicago Partners Investment Group
Illinois
$657K
LCM
313
Landscape Capital Management
New Jersey
$654K +$665K +9,910 New
LOAMS
314
Lombard Odier Asset Management (Switzerland)
Switzerland
$649K +$660K +9,826 New
MERSOM
315
Municipal Employees' Retirement System of Michigan
Michigan
$644K +$655K +9,760 New
BTS
316
BB&T Securities
Virginia
$643K +$93.5K +1,393 +17%
CI
317
Conning Inc
Connecticut
$640K -$59.8K -890 -8%
Credit Agricole
318
Credit Agricole
France
$633K +$644K +9,590 New
BDS
319
Banco de Sabadell
Florida
$619K +$629K +9,363 New
BDF
320
Balasa Dinverno & Foltz
$615K
ANTB
321
AMG National Trust Bank
Colorado
$602K
FG
322
Fiduciary Group
Georgia
$597K -$49.4K -735 -8%
NRS
323
Neville Rodie & Shaw
New York
$594K
CB
324
Chemical Bank
Michigan
$594K +$12.1K +180 +2%
GEM
325
Global Endowment Management
North Carolina
$588K +$598K +8,900 New

EQR Hedge Fund Activity: Q4 2018 in Review

544 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2018, worth a combined $22.5B — up 0.02% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new EQR positions and 57 closed out — a net gain of 23 holders — while 182 added to existing stakes and 183 trimmed.

The largest buyer was Centersquare Investment Management, adding an estimated $187M. The largest seller was Goldman Sachs, cutting an estimated $140M.

  • 544 institutional investors held Equity Residential (EQR) as of Q4 2018, up from 527 in Q3 2018.
  • Funds reported $22.5B of Equity Residential stock for Q4 2018, up 0.02% quarter-over-quarter.
  • 80 funds opened new Equity Residential positions in Q4 2018 and 57 closed out, a net change of +23 holders.
  • The largest Equity Residential buyer in Q4 2018 was Centersquare Investment Management, an estimated $187M added.
  • The largest Equity Residential seller in Q4 2018 was Goldman Sachs, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2018.