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Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
301
Convergence Investment Partners
Florida
$965K -$93.3K -1,651 -9%
N
302
Natixis
France
$952K +$908K +16,063 New
S
303
Seeyond
France
$926K -$5.03K -89 -0.6%
AC
304
Allstate Corporation
Illinois
$896K +$9.83K +174 +1%
NSEDCP
305
NJ State Employees Deferred Compensation Plan
New Jersey
$889K
X
306
Xponance
Pennsylvania
$886K -$5.59M -98,929 -87%
CAM
307
Cozad Asset Management
Illinois
$886K -$110K -1,955 -12%
ACM
308
AlphaCrest Capital Management
New York
$884K -$691K -12,232 -45%
AMI
309
Amica Mutual Insurance
Rhode Island
$883K -$131K -2,317 -13%
Group One Trading
310
Group One Trading
Illinois
$853K +$464K +8,216 +133%
DIM
311
Delta Investment Management
California
$846K +$807K +14,283 New
CIC
312
Cornercap Investment Counsel
Georgia
$835K -$670K -11,853 -53%
SLI
313
Sumitomo Life Insurance
Japan
$820K -$98.6K -1,745 -11%
TC
314
Telemus Capital
Michigan
$817K +$29.4K +520 +4%
IRF
315
IBM Retirement Fund
New York
$808K +$95.3K +1,686 +14%
TNB
316
TCF National Bank
South Dakota
$802K -$498K -8,816 -39%
EI
317
Ethic Inc
New York
$797K +$231K +4,090 +44%
Rafferty Asset Management
318
Rafferty Asset Management
New York
$792K -$1.53M -27,059 -67%
TCM
319
Tuttle Capital Management
Connecticut
$775K +$739K +13,076 New
LJAC
320
L.J. Altfest & Co
New York
$774K -$196K -3,471 -21%
FPS
321
Fieldpoint Private Securities
Connecticut
$748K +$452 +8 +0.1%
RCM
322
RB Capital Management
Nevada
$746K +$147K +2,605 +26%
WAM
323
World Asset Management
Michigan
$743K -$21.9K -387 -3%
PI
324
Putnam Investments
Massachusetts
$736K -$9.43M -166,856 -93%
CPIG
325
Chicago Partners Investment Group
Illinois
$736K +$452 +8 +0.1%

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.