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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
CB
301
Commerce Bank
Missouri
$1.18M +$385K +6,657 +53%
EWA
302
Exencial Wealth Advisors
Oklahoma
$1.17M -$411K -7,111 -27%
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$1.14M -$56K -968 -5%
PA
304
Paralel Advisors
Colorado
$1.13M +$1.07M +18,487 New
LMGAM
305
Liberty Mutual Group Asset Management
Massachusetts
$1.12M -$1.9M -32,782 -64%
MWM
306
Moran Wealth Management
Florida
$1.12M -$67.5K -1,166 -6%
PCA
307
Pallas Capital Advisors
Massachusetts
$1.11M +$1.05M +18,152 New
NW
308
Naviter Wealth
Arkansas
$1.1M -$69.6K -1,203 -6%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$1.09M
WAM
310
Wolverine Asset Management
Illinois
$1.03M +$970K +16,771 New
FIM
311
Freedom Investment Management
Connecticut
$1.02M -$226K -3,903 -19%
Wealthfront Advisers
312
Wealthfront Advisers
California
$996K +$357K +6,167 +61%
LCM
313
Landscape Capital Management
New Jersey
$995K +$941K +16,265 New
PP
314
Prudential plc
United Kingdom
$994K -$3.18K -55 -0.3%
MM
315
MQS Management
New York
$973K -$153K -2,648 -14%
KWA
316
Kingswood Wealth Advisors
California
$961K +$910K +15,721 New
CANY
317
Caxton Associates (New York)
New York
$952K +$901K +15,572 New
JPWM
318
Jamison Private Wealth Management
Georgia
$938K -$66.9K -1,156 -7%
DIM
319
Delta Investment Management
California
$932K +$882K +15,236 New
RCM
320
RB Capital Management
Nevada
$929K -$60.1K -1,038 -6%
Mariner
321
Mariner
Kansas
$918K -$764K -13,209 -47%
NSEDCP
322
NJ State Employees Deferred Compensation Plan
New Jersey
$917K
FT
323
Fiduciary Trust
Massachusetts
$908K -$39.7K -686 -4%
SCA
324
Snowden Capital Advisors
New York
$892K -$9.78K -169 -1%
CC
325
Centiva Capital
New York
$881K +$833K +14,402 New