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Equity Residential

544 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $18M | Put options by funds: $9.33M

40% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 57

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

3% more funds holding

Funds holding: 527544 (+17)

0.47% more ownership

Funds ownership: 92.34%92.81% (+0.47%)

0% more capital invested

Capital invested by funds: $22.5B → $22.5B (+$4.87M)

1% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 183

Holders
544
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
12.12%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
80
Increased
182
Reduced
183
Closed
57
Calls
$18M
Puts
$9.33M
Net Calls
+$8.71M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
351
Boothbay Fund Management
New York
$413K -$124K -1,846 -23%
ITIM
352
Indiana Trust & Investment Management
Indiana
$405K
Brown Advisory
353
Brown Advisory
Maryland
$396K -$204K -3,045 -34%
JIC
354
Johnson Investment Counsel
Ohio
$379K
LC
355
Lourd Capital
California
$376K +$15.3K +228 +4%
MC
356
Menta Capital
California
$374K +$380K +5,664 New
WT
357
Whittier Trust
California
$366K
HighTower Advisors
358
HighTower Advisors
Illinois
$362K +$56.1K +836 +18%
PIA
359
Piedmont Investment Advisors
North Carolina
$361K +$111K +1,653 +43%
CT
360
Clearstead Trust
Maine
$360K
ST
361
Spinnaker Trust
Maine
$359K
IRF
362
IBM Retirement Fund
New York
$357K -$32.6K -485 -8%
ACA
363
Anchor Capital Advisors
Massachusetts
$357K
ANRIA
364
American National Registered Investment Advisor
Texas
$356K -$67.2K -1,000 -16%
IA
365
IFP Advisors
Florida
$354K -$20.3K -303 -5%
CG
366
Colony Group
Massachusetts
$349K +$355K +5,283 New
SDAM
367
Shulman DeMeo Asset Management
New York
$349K +$355K +5,291 New
CEP
368
Chicago Equity Partners
Illinois
$348K +$106K +1,580 +43%
ECM
369
Everence Capital Management
Indiana
$345K
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$342K +$11.7K +174 +3%
AP
371
Advisor Partners
California
$337K +$121K +1,809 +55%
Teacher Retirement System of Texas
372
Teacher Retirement System of Texas
Texas
$332K -$2.57M -38,337 -88%
BIM
373
Bridges Investment Management
Nebraska
$330K
SBIA
374
Sheaff Brock Investment Advisors
Indiana
$327K +$333K +4,954 New
HDIM
375
Hanson & Doremus Investment Management
Vermont
$322K -$5.04K -75 -2%