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Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
351
Osaic Holdings
Arizona
$492K -$45.1K -799 -9%
BSA
352
Bull Street Advisors
Georgia
$486K
PA
353
Profund Advisors
Maryland
$483K +$2.15K +38 +0.5%
GI
354
GAMCO Investors
Connecticut
$474K -$113K -2,000 -20%
WT
355
Whittier Trust
California
$466K -$12.4K -220 -3%
WG
356
Winton Group
United Kingdom
$456K -$2.71M -47,955 -86%
I2I
357
Insight 2811 Inc
Illinois
$445K +$424K +7,500 New
MAM
358
Martingale Asset Management
Massachusetts
$425K -$286K -5,053 -41%
Cambridge Investment Research Advisors
359
Cambridge Investment Research Advisors
Iowa
$417K +$43K +761 +12%
Lazard Asset Management
360
Lazard Asset Management
New York
$414K -$11.1K -197 -3%
AIS
361
American Investment Services
Massachusetts
$413K
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$410K +$17.7K +314 +5%
PRC
363
Pearl River Capital
Michigan
$403K -$1.76M -31,076 -82%
PCM
364
Pinz Capital Management
New York
$403K +$384K +6,800 New
FFA
365
First Foundation Advisors
California
$390K -$69.9K -1,238 -16%
AS
366
Altshuler Shaham
Israel
$390K +$372K +6,585 New
CSIC
367
Clifford Swan Investment Counsel
California
$388K
AI
368
Atom Investors
Texas
$380K +$108K +1,909 +42%
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$366K +$336K +5,951 New
ITIM
370
Indiana Trust & Investment Management
Indiana
$364K
WA
371
Wealth Alliance
New York
$362K +$68.4K +1,210 +25%
WDA
372
Wendell David Associates
New Hampshire
$360K -$264K -4,670 -43%
CI
373
Conning Inc
Connecticut
$360K -$19.8K -350 -5%
LS
374
Livforsakringsbolaget Skandia
Sweden
$333K +$96.1K +1,700 +43%
Capstone Investment Advisors
375
Capstone Investment Advisors
New York
$332K -$5.54K -98 -2%

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.