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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
326
XTX Topco
Cayman Islands
$702K +$310K +4,952 +71%
WAM
327
Wolverine Asset Management
Illinois
$700K +$743K +11,870 New
KTA
328
Keeley-Teton Advisors
Illinois
$696K +$4.32K +69 +0.6%
AIA
329
Avalon Investment & Advisory
Texas
$688K -$13.7M -219,543 -95%
Fayez Sarofim & Co
330
Fayez Sarofim & Co
Texas
$681K -$141K -2,253 -16%
NMIMC
331
Northwestern Mutual Investment Management Company
Wisconsin
$629K -$120K -1,912 -15%
AssetMark Inc
332
AssetMark Inc
California
$621K -$88.9K -1,420 -12%
Brown Advisory
333
Brown Advisory
Maryland
$618K +$656K +10,476 New
VPIM
334
Vanguard Personalized Indexing Management
California
$604K -$838K -13,388 -57%
Cambridge Investment Research Advisors
335
Cambridge Investment Research Advisors
Iowa
$602K +$364K +5,817 +132%
Simplex Trading
336
Simplex Trading
Illinois
$593K +$260K +4,153 +70%
WIM
337
Warwick Investment Management
Texas
$592K +$628K +10,040 New
TC
338
Telemus Capital
Michigan
$590K -$66K -1,055 -10%
MGP
339
Metis Global Partners
California
$569K +$157K +2,515 +35%
HFW
340
Horizon Family Wealth
Illinois
$556K +$5.88K +94 +1%
SLI
341
Sumitomo Life Insurance
Japan
$555K -$35.8K -572 -6%
NRS
342
Neville Rodie & Shaw
New York
$531K
AWM
343
AE Wealth Management
Kansas
$526K +$42.9K +686 +8%
SF
344
Synovus Financial
Georgia
$524K +$282K +4,513 +103%
FG
345
Fiduciary Group
Georgia
$523K
CAN
346
Cetera Advisor Networks
California
$522K +$189K +3,016 +52%
KA
347
Kintegral Advisory
New York
$521K -$91.4K -1,460 -14%
DGAM
348
Desjardins Global Asset Management
Quebec, Canada
$508K +$18.1K +290 +3%
EC
349
Elequin Capital
New York
$506K +$536K +8,568 New
PA
350
Probity Advisors
Texas
$505K +$4.57K +73 +0.9%

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.