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Equity Residential
EQR

Overview Fund Activity

419 hedge funds and large institutions have $19.1B invested in Equity Residential in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+14
Holders Change %
+3.46%
% of All Funds
12.17%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
47
Increased
134
Reduced
149
Closed
33
Calls
$62.9M
Puts
$27.4M
Net Calls
+$35.5M
Net Calls Change
+$23.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$499M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.36B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$169M
4
Barclays
4
Barclays
United Kingdom
$115M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$531M

Top Sellers

1
LBH
1
Lehman Brothers Holdings
New York
$408M
2
Invesco
2
Invesco
Georgia
$372M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$608M
4
SRES
4
Starwood Real Estate Securities
Connecticut
$0
5
SCRM
5
Security Capital Research & Management
Illinois
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGH
351
Schonfeld Group Holdings
New York
$223K +$223K +4,300 New
MA
352
Montag & Associates
Georgia
$221K – – –
DSC
353
Duncker Streett & Co
Missouri
$220K – – –
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$216K -$21.6K -416 -9%
AAC
355
Asset Advisors Corp
Georgia
$207K -$51.8K -1,000 -20%
SBH
356
Segall Bryant & Hamill
Illinois
$207K – – –
PAA
357
Peregrine Asset Advisers
Oregon
$207K +$207K +4,000 New
WMSA
358
Weiss Multi-Strategy Advisers
New York
$205K +$205K +3,953 New
CCM
359
Catawba Capital Management
Virginia
$203K – – –
OA
360
OFI Advisors
Pennsylvania
$203K +$29.7K +573 +17%
PL
361
Parkwood LLC
Ohio
$202K +$202K +3,889 New
MCM
362
McKinley Capital Management
Alaska
$184K -$23.8K -460 -11%
JFGIW
363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K – – –
M
364
MOTCO
Texas
$164K +$148K +2,850 +950%
GT
365
Glenmede Trust
Pennsylvania
$155K – – –
CLOS
366
Compagnie Lombard Odier SCmA
Switzerland
$150K +$150K +2,894 New
GIS
367
Guardian Investor Services
New York
$139K +$6.06K +117 +5%
WIL
368
Winifred I. Li
$137K – – –
DAM
369
Delta Asset Management
Tennessee
$125K +$24.7K +475 +25%
RA
370
Rational Advisors
New York
$104K -$78K -1,500 -43%
WTC
371
WhitTier Trust Company
Nevada
$102K -$1.29K -25 -1%
AAM
372
Advisors Asset Management
Colorado
$99K +$5.21K +100 +6%
GLI
373
Guardian Life Insurance
New York
$98K -$104K -2,009 -52%
MFS
374
MSI Financial Services
Massachusetts
$93K +$93K +1,791 New
MCM
375
Manchester Capital Management
Vermont
$84K -$1.35K -26 -2%
13 14
15
16 17