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Equity Residential
EQR

Overview Fund Activity

614 hedge funds and large institutions have $23.1B invested in Equity Residential in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.62%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
70
Increased
218
Reduced
219
Closed
64
Calls
$52.5M
Puts
$36.9M
Net Calls
+$15.6M
Net Calls Change
-$21M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$99.3M
2
RC
Resolution Capital
Australia
$533M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$435M
4
Norges Bank
Norges Bank
Norway
$2.08B
5
Principal Financial Group
Principal Financial Group
Iowa
$182M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$861M
2
LPC
Long Pond Capital
New York
$0
3
BlackRock
BlackRock
New York
$2.41B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.3M
5
Holocene Advisors
Holocene Advisors
New York
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSA
351
Bull Street Advisors
Georgia
$551K – – –
MNBTD
352
Moody National Bank Trust Division
Texas
$551K – – –
WG
353
Winton Group
United Kingdom
$539K +$539K +8,020 New
I2I
354
Insight 2811 Inc
Illinois
$530K +$13K +193 +3%
DT
355
Diversified Trust
Tennessee
$528K +$528K +7,859 New
ST
356
Spinnaker Trust
Maine
$527K – – –
MAM
357
Meeder Asset Management
Ohio
$515K +$22.1K +329 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
358
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$505K -$5.04M -74,980 -91%
BDF
359
Balasa Dinverno & Foltz
$505K – – –
PGFC
360
Peapack-Gladstone Financial Corp
New Jersey
$499K +$21.5K +320 +5%
MGP
361
Metis Global Partners
California
$480K +$56.6K +841 +13%
Baird Financial Group
362
Baird Financial Group
Wisconsin
$479K -$149K -2,218 -24%
Federated Hermes
363
Federated Hermes
Pennsylvania
$478K -$4.84K -72 -1%
API
364
Advisor Partners II
California
$476K +$476K +7,080 New
WVP
365
Worth Venture Partners
New Jersey
$471K +$3.03K +45 +0.6%
SICM
366
Sustainable Insight Capital Management
New York
$467K +$138K +2,048 +42%
XT
367
XTX Topco
Cayman Islands
$467K +$467K +6,954 New
FTDI
368
First Trust Direct Indexing
Massachusetts
$465K -$31.9K -475 -6%
SSG
369
Summit Securities Group
New York
$462K +$333K +4,955 +259%
WDA
370
Wendell David Associates
New Hampshire
$459K – – –
Susquehanna International Group
371
Susquehanna International Group
Pennsylvania
$456K -$2.75M -40,928 -86%
HCM
372
Howland Capital Management
Massachusetts
$456K +$149K +2,200 +49%
AA
373
ALPS Advisors
Colorado
$454K -$35.3K -525 -7%
CSIC
374
Clifford Swan Investment Counsel
California
$453K – – –
Janney Montgomery Scott
375
Janney Montgomery Scott
Pennsylvania
$450K +$50.1K +745 +13%
13 14
15
16 17