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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
CB
326
Chemical Bank
Michigan
$574K
NRS
327
Neville Rodie & Shaw
New York
$573K
AIS
328
American Investment Services
Massachusetts
$563K
Tudor Investment Corp
329
Tudor Investment Corp
Connecticut
$562K +$550K +8,825 New
GAMC
330
Garner Asset Management Corp
Texas
$559K +$6.61K +106 +1%
BA
331
Bridgewater Associates
Connecticut
$554K +$543K +8,706 New
MNBTD
332
Moody National Bank Trust Division
Texas
$547K
Federated Hermes
333
Federated Hermes
Pennsylvania
$525K -$85.1K -1,366 -14%
QC
334
Quadrature Capital
United Kingdom
$524K -$179K -2,868 -26%
SC
335
SouthState Corp
Florida
$522K
6M
336
6 Meridian
Kansas
$500K -$12K -193 -2%
ACP
337
Arcus Capital Partners
Georgia
$494K
MA
338
MUFG Americas
New York
$489K +$17.6K +282 +4%
Cambridge Investment Research Advisors
339
Cambridge Investment Research Advisors
Iowa
$483K +$127K +2,034 +37%
SCC
340
Spring Creek Capital
Kansas
$469K +$458K +7,356 New
BTS
341
BB&T Securities
Virginia
$465K +$43.4K +696 +11%
SLAM
342
Swiss Life Asset Management
$465K -$2.41M -38,746 -84%
SIM
343
Sentry Investment Management
Wisconsin
$453K -$51.5K -826 -10%
AIP
344
Ameritas Investment Partners
Nebraska
$446K -$36.8K -591 -8%
ACC
345
Accident Compensation Corp
New Zealand
$446K +$218K +3,500 +100%
KRSITF
346
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$442K -$93.1K -1,494 -18%
Victory Capital Management
347
Victory Capital Management
Texas
$439K -$7.17K -115 -2%
IRF
348
IBM Retirement Fund
New York
$438K -$60.9K -977 -12%
CSIC
349
Clifford Swan Investment Counsel
California
$424K
NSIM
350
North Star Investment Management
Illinois
$423K -$29.6K -475 -7%

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.