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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
KA
326
Kintegral Advisory
New York
$584K +$589K +8,777 New
FRM
327
Fox Run Management
Connecticut
$584K +$595K +8,854 New
CCM
328
Cadence Capital Management
Massachusetts
$581K -$993K -14,785 -63%
Nomura Holdings
329
Nomura Holdings
Japan
$570K -$3.03M -45,106 -84%
BPB
330
Badgley, Phelps & Bell
Washington
$564K +$573K +8,537 New
GAMC
331
Garner Asset Management Corp
Texas
$548K -$33.1K -493 -6%
SC
332
SouthState Corp
Florida
$541K
AIS
333
American Investment Services
Massachusetts
$523K -$62K -923 -10%
FCBT
334
First Citizens Bank & Trust
North Carolina
$518K +$5.84K +87 +1%
NO
335
Ninety One
South Africa
$515K +$524K +7,800 New
6M
336
6 Meridian
Kansas
$493K -$5.37K -80 -1%
TG
337
TLP Group
Illinois
$483K -$308K -4,580 -37%
KRSITF
338
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$481K +$22.2K +331 +5%
WA
339
Wambolt & Associates
Colorado
$479K +$487K +7,256 New
Victory Capital Management
340
Victory Capital Management
Texas
$477K -$2.42K -36 -0.5%
Capital Fund Management (CFM)
341
Capital Fund Management (CFM)
France
$475K -$1.75M -26,100 -78%
RJFSA
342
Raymond James Financial Services Advisors
Florida
$472K +$192K +2,852 +66%
SIM
343
Sentry Investment Management
Wisconsin
$457K -$12.7K -189 -3%
SLAM
344
Swiss Life Asset Management
$456K -$1.81M -26,897 -80%
Federated Hermes
345
Federated Hermes
Pennsylvania
$454K -$57.3K -854 -11%
AIP
346
Ameritas Investment Partners
Nebraska
$443K
CSIC
347
Clifford Swan Investment Counsel
California
$426K -$13.4K -200 -3%
ONB
348
Old National Bancorp
Indiana
$421K +$58.4K +869 +16%
Creative Planning
349
Creative Planning
Kansas
$420K +$46.5K +693 +12%
CC
350
ClearArc Capital
Ohio
$417K -$215K -3,206 -34%

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.