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Equity Residential

405 hedge funds and large institutions have $19.1B invested in Equity Residential in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $25M | Put options by funds: $13.2M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.8% more ownership

Funds ownership: 98.41%99.21% (+0.8%)

0% less funds holding

Funds holding: 406405 (-1)

6% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 148

8% less capital invested

Capital invested by funds: $20.7B → $19.1B (-$1.55B)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
405
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
13.13%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.84%
New
36
Increased
139
Reduced
148
Closed
34
Calls
$25M
Puts
$13.2M
Net Calls
+$11.8M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
376
Horrell Capital Management
Arkansas
$32K
SNT
377
Security National Trust
West Virginia
$32K
SF
378
Synovus Financial
Georgia
$32K
FTUS
379
Flow Traders U.S.
New York
$32K +$32.9K +597 New
CFS
380
Community Financial System
New York
$32K +$33.1K +600 New
QT
381
Quantbot Technologies
New York
$32K +$33.1K +600 New
WRM
382
Westport Resources Management
Connecticut
$27K
TWA
383
TCI Wealth Advisors
Arizona
$25K
BPBT
384
Boston Private Bank & Trust
Massachusetts
$21K
Manulife (Manufacturers Life Insurance)
385
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.7K +$1.79M +32,444 +10%
PAS
386
Partnervest Advisory Services
California
$18K +$661 +12 +4%
LFR
387
Lehman Financial Resources
Pennsylvania
$16K
M
388
MOTCO
Texas
$16K
FWM
389
Focused Wealth Management
New York
$16K +$16.5K +299 New
TRCT
390
Tower Research Capital (TRC)
New York
$14K -$709K -12,863 -98%
CGT
391
Capital Guardian Trust
California
$14K
Jones Financial Companies
392
Jones Financial Companies
Missouri
$14K
EFSCE
393
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$11K +199 +265%
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12.4K +225 New
CTC
395
Central Trust Company
Missouri
$11K
WA
396
WFG Advisors
Texas
$11K
AA
397
Apriem Advisors
California
$8K
CRM
398
Cramer Rosenthal McGlynn
Connecticut
$5K
FBT
399
Founders Bank & Trust
Michigan
$5K
HR
400
Howe & Rusling
New York
$5K +$1.54K +28 +51%