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Equity Residential

530 hedge funds and large institutions have $21.6B invested in Equity Residential in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $79M | Put options by funds: $25.7M

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

4% more funds holding

Funds holding: 509530 (+21)

0% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$29.3M)

3.23% less ownership

Funds ownership: 95.52%92.28% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
530
Holders Change
+21
Holders Change %
+4.13%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
61
Increased
165
Reduced
203
Closed
35
Calls
$79M
Puts
$25.7M
Net Calls
+$53.3M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Wolverine Asset Management
Illinois
$423K +$414K +6,646 New
HK
352
Horizon Kinetics
New York
$420K -$12.5K -200 -3%
Qube Research & Technologies (QRT)
353
Qube Research & Technologies (QRT)
United Kingdom
$420K +$411K +6,594 New
Brown Advisory
354
Brown Advisory
Maryland
$418K -$70.4K -1,129 -15%
TC
355
Toews Corporation
New Jersey
$395K -$648K -10,400 -63%
MYIA
356
Mount Yale Investment Advisors
Colorado
$392K +$103K +1,656 +37%
ITIM
357
Indiana Trust & Investment Management
Indiana
$391K
BIM
358
Bridges Investment Management
Nebraska
$390K -$9.35K -150 -2%
CANY
359
Caxton Associates (New York)
New York
$389K +$381K +6,112 New
AMI
360
Amica Mutual Insurance
Rhode Island
$379K -$388K -6,228 -51%
Creative Planning
361
Creative Planning
Kansas
$362K -$4.86K -78 -1%
IA
362
IFP Advisors
Florida
$360K +$323K +5,183 +1,119%
WT
363
Whittier Trust
California
$353K -$7.29K -117 -2%
Simplex Trading
364
Simplex Trading
Illinois
$353K +$299K +4,800 +646%
LS
365
Livforsakringsbolaget Skandia
Sweden
$352K
ONB
366
Old National Bancorp
Indiana
$348K +$341K +5,477 New
CT
367
Clearstead Trust
Maine
$347K -$203K -3,250 -37%
ST
368
Spinnaker Trust
Maine
$347K -$203K -3,250 -37%
ACA
369
Anchor Capital Advisors
Massachusetts
$345K
APFBOT
370
Amica Pension Fund Board of Trustees
Rhode Island
$340K -$352K -5,642 -51%
CA
371
Commerzbank Aktiengesellschaft
Germany
$335K -$510K -8,178 -61%
ECM
372
Everence Capital Management
Indiana
$333K
GCMG
373
Gyroscope Capital Management Group
Florida
$329K -$37.4K -600 -10%
HPC
374
HM Payson & Co
Maine
$327K -$37.4K -600 -10%
Mackenzie Financial
375
Mackenzie Financial
Ontario, Canada
$323K -$3.59M -57,583 -92%

EQR Hedge Fund Activity: Q2 2018 in Review

530 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2018, worth a combined $21.6B — down 0.14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EQR positions and 35 closed out — a net gain of 26 holders — while 165 added to existing stakes and 203 trimmed.

The largest buyer was Norges Bank, adding an estimated $579M. The largest seller was Cohen & Steers, cutting an estimated $553M.

  • 530 institutional investors held Equity Residential (EQR) as of Q2 2018, up from 509 in Q1 2018.
  • Funds reported $21.6B of Equity Residential stock for Q2 2018, down 0.14% quarter-over-quarter.
  • 61 funds opened new Equity Residential positions in Q2 2018 and 35 closed out, a net change of +26 holders.
  • The largest Equity Residential buyer in Q2 2018 was Norges Bank, an estimated $579M added.
  • The largest Equity Residential seller in Q2 2018 was Cohen & Steers, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.