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Equity Residential

520 hedge funds and large institutions have $23.9B invested in Equity Residential in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

4% more funds holding

Funds holding: 501520 (+19)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 171

1% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $41.5M

4.5% less ownership

Funds ownership: 99.69%95.18% (-4.5%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

9% less capital invested

Capital invested by funds: $26.3B → $23.9B (-$2.34B)

Holders
520
Holders Change
+19
Holders Change %
+3.79%
% of All Funds
13.88%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
63
Increased
185
Reduced
171
Closed
38
Calls
$41.2M
Puts
$41.5M
Net Calls
-$353K
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BIC
351
Bridges Investment Counsel
Nebraska
$641K -$34.4K -500 -5%
SACTSONJ
352
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$632K
JG
353
Jefferies Group
New York
$628K +$627K +9,114 New
NRS
354
Neville Rodie & Shaw
New York
$620K
WCM
355
Wesley Capital Management
New York
$620K +$619K +9,000 New
CC
356
ClearArc Capital
Ohio
$612K -$619 -9 -0.1%
ANTB
357
AMG National Trust Bank
Colorado
$607K
CSIC
358
Clifford Swan Investment Counsel
California
$595K -$18.2K -265 -3%
AF
359
Arrow Financial
New York
$580K +$56.4K +820 +11%
MSV
360
MN Services Vermogensbeheer
Netherlands
$572K +$8.39K +122 +1%
SC
361
SouthState Corp
Florida
$565K
BCM
362
BTR Capital Management
California
$562K -$20.6K -300 -4%
BDF
363
Balasa Dinverno & Foltz
$558K
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$554K +$52.2K +758 +10%
NB
365
Norinchukin Bank
Japan
$552K +$25.3K +368 +5%
TFA
366
Transamerica Financial Advisors
Florida
$549K +$188K +2,734 +52%
KeyBank National Association
367
KeyBank National Association
Ohio
$544K +$32.8K +477 +6%
CEP
368
Chicago Equity Partners
Illinois
$541K +$541K +7,860 New
ACP
369
Arcus Capital Partners
Georgia
$535K
SLAM
370
Swiss Life Asset Management
$531K
OMCS
371
Old Mutual Customised Solutions
South Africa
$530K
Brown Advisory
372
Brown Advisory
Maryland
$530K +$28.7K +417 +6%
NFA
373
Nuveen Fund Advisors
Illinois
$524K +$524K +7,610 New
RJFSA
374
Raymond James Financial Services Advisors
Florida
$521K -$382K -5,555 -42%
Jacobs Levy Equity Management
375
Jacobs Levy Equity Management
New Jersey
$520K +$194K +2,820 +60%