Equity Residential
452 hedge funds and large institutions have $22B invested in Equity Residential in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 137 reducing their positions, and 25 closing their positions.
213% more call options, than puts
Call options by funds: $67.7M | Put options by funds: $21.7M
76% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 25
28% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 137
4% more funds holding
Funds holding: 436 → 452 (+16)
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
0.46% less ownership
Funds ownership: 99.1% → 98.64% (-0.46%)
2% less capital invested
Capital invested by funds: $22.5B → $22B (-$562M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$74.4M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$72.3M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$66.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$65.1M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$64.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$253M |
| 2 |
ECM
EII Capital Management
New York
|
-$215M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$163M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$161M |
| 5 |
Barclays
London,
United Kingdom
|
-$50.9M |
EQR Hedge Fund Activity: Q3 2014 in Review
452 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2014, worth a combined $22B — down 2.5% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new EQR positions and 25 closed out — a net gain of 19 holders — while 176 added to existing stakes and 137 trimmed.
The largest buyer was Vanguard Group, adding an estimated $74.4M. The largest seller was Capital World Investors, cutting an estimated $253M.
- 452 institutional investors held Equity Residential (EQR) as of Q3 2014, up from 436 in Q2 2014.
- Funds reported $22B of Equity Residential stock for Q3 2014, down 2.5% quarter-over-quarter.
- 44 funds opened new Equity Residential positions in Q3 2014 and 25 closed out, a net change of +19 holders.
- The largest Equity Residential buyer in Q3 2014 was Vanguard Group, an estimated $74.4M added.
- The largest Equity Residential seller in Q3 2014 was Capital World Investors, an estimated $253M sold.
Based on aggregated 13F filings for Q3 2014.