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Equity Residential

405 hedge funds and large institutions have $19.1B invested in Equity Residential in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $25M | Put options by funds: $13.2M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.8% more ownership

Funds ownership: 98.41%99.21% (+0.8%)

0% less funds holding

Funds holding: 406405 (-1)

6% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 148

8% less capital invested

Capital invested by funds: $20.7B → $19.1B (-$1.55B)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
405
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
13.13%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.84%
New
36
Increased
139
Reduced
148
Closed
34
Calls
$25M
Puts
$13.2M
Net Calls
+$11.8M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
351
Delta Asset Management
Tennessee
$103K
AAM
352
Advisors Asset Management
Colorado
$96K -$5.51K -100 -5%
MCM
353
Manchester Capital Management
Vermont
$88K -$4.96K -90 -5%
TC
354
TradeLink Capital
Illinois
$75K -$149K -2,700 -66%
Envestnet Asset Management
355
Envestnet Asset Management
Illinois
$73K +$7.16K +130 +11%
LIA
356
LS Investment Advisors
Michigan
$70K -$412K -7,480 -85%
GXMC
357
Global X Management Company
New York
$68K -$5.46K -99 -7%
CAW
358
Cornerstone Advisors (Washington)
Washington
$68K +$68.4K +1,242 +4,600%
Creative Planning
359
Creative Planning
Kansas
$66K +$34.7K +629 +105%
ECM
360
Endex Capital Management
Kansas
$65K
M&T Bank
361
M&T Bank
New York
$64K
TSW
362
Thompson Siegel & Walmsley
Virginia
$64K
MAM
363
Mark Asset Management
New York
$64K +$66.1K +1,200 New
IMS
364
Index Management Solutions
Pennsylvania
$57K +$59.1K +1,072 New
JIC
365
Joel Isaacson & Co
New York
$54K
NEAM
366
New England Asset Management
Connecticut
$54K
JEW
367
Jamison Eaton & Wood
New Jersey
$54K +$55.1K +1,000 New
DSI
368
Daiwa SB Investments
Japan
$50K
BC
369
Bartlett & Co
Ohio
$46K
CFSG
370
Community Financial Services Group
Vermont
$45K +$7.16K +130 +18%
SIA
371
SeaBridge Investment Advisors
New Jersey
$43K
SSG
372
Summit Securities Group
New York
$43K +$44.1K +800 New
BFEC
373
Benjamin F. Edwards & Company
Missouri
$34K
SFSIG
374
San Francisco Sentry Investment Group
California
$34K +$6.83K +124 +24%
PMFA
375
Plante Moran Financial Advisors
Michigan
$33K +$30.3K +550 +948%