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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
Aviva
326
Aviva
United Kingdom
$863K -$3.85M -66,464 -82%
GAM
327
Groupama Asset Management
France
$859K +$1.61M +27,886 New
OAM
328
Ostrum Asset Management
France
$856K +$299K +5,175 +59%
CIBC World Market
329
CIBC World Market
Ontario, Canada
$850K -$1.62K -28 -0.2%
Squarepoint
330
Squarepoint
New York
$839K -$3.5M -60,529 -82%
IUHSA
331
Itau Unibanco Holding S.A.
Brazil
$825K +$764K +13,200 New
PFC
332
Phocas Financial Corp
California
$822K -$176K -3,035 -18%
CPIG
333
Chicago Partners Investment Group
Illinois
$815K +$12K +208 +2%
Two Sigma Investments
334
Two Sigma Investments
New York
$810K +$766K +13,246 New
Baillie Gifford & Co
335
Baillie Gifford & Co
United Kingdom
$807K +$191K +3,300 +33%
HighTower Advisors
336
HighTower Advisors
Illinois
$807K -$544K -9,407 -41%
VIM
337
Vinva Investment Management
Australia
$793K -$60.1K -1,038 -8%
A
338
AlphaQuest
New York
$791K +$749K +12,940 New
Pathstone Holdings
339
Pathstone Holdings
New Jersey
$781K +$738K +12,755 New
APG Asset Management
340
APG Asset Management
Netherlands
$778K +$144K +2,484 +21%
RJFSA
341
Raymond James Financial Services Advisors
Florida
$770K +$41K +709 +6%
QCM
342
Quantinno Capital Management
New York
$763K -$250K -4,317 -26%
KRSITF
343
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$753K -$12.7K -220 -2%
Truist Financial
344
Truist Financial
North Carolina
$743K -$43.4K -750 -6%
CA
345
Cornerstone Advisors
North Carolina
$740K -$174K -3,000 -20%
KTA
346
Keeley-Teton Advisors
Illinois
$734K +$2.6K +45 +0.4%
IGAM
347
iA Global Asset Management
Quebec, Canada
$728K +$289K +4,999 +72%
VPIM
348
Vanguard Personalized Indexing Management
California
$721K -$271K -4,676 -28%
Credit Agricole
349
Credit Agricole
France
$721K +$357K +6,163 +110%
GM
350
GeoWealth Management
Illinois
$715K +$676K +11,687 New