EQR icon

Equity Residential
EQR

Overview Fund Activity

553 hedge funds and large institutions have $21.8B invested in Equity Residential in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 199 increasing their positions, 202 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-40
Holders Change %
-6.75%
% of All Funds
12.22%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
65
Increased
199
Reduced
202
Closed
101
Calls
$46.4M
Puts
$12.6M
Net Calls
+$33.8M
Net Calls Change
-$21.8M

Top Buyers

1
BPSG
1
Brookfield Public Securities Group
New York
$157M
2
Cohen & Steers
2
Cohen & Steers
New York
$603M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$137M
4
Invesco
4
Invesco
Georgia
$375M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$210M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$204M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$564M
3
Macquarie Group
3
Macquarie Group
Australia
$610M
4
Morgan Stanley
4
Morgan Stanley
New York
$180M
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
376
Horizon Investments
North Carolina
$314K -$300K -4,865 -49%
ANRIA
377
American National Registered Investment Advisor
Texas
$309K – – –
Wolverine Trading
378
Wolverine Trading
Illinois
$305K -$2.81M -44,914 -90%
MERSOM
379
Municipal Employees' Retirement System of Michigan
Michigan
$305K – – –
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$301K +$173K +2,792 +134%
First Manhattan
381
First Manhattan
New York
$290K +$11.7K +191 +4%
MA
382
MUFG Americas
New York
$289K – – –
RJT
383
Raymond James Trust
Florida
$284K -$32.7K -529 -10%
SCM
384
Shelton Capital Management
Colorado
$284K – – –
WA
385
Winfield Associates
Ohio
$284K +$128K +2,070 +82%
NSIM
386
North Star Investment Management
Illinois
$267K -$8.33K -135 -3%
LWM
387
Loveless Wealth Management
Montana
$265K -$9.24K -150 -3%
ANTB
388
AMG National Trust Bank
Colorado
$262K – – –
TNA
389
True North Advisors
Texas
$258K +$26.6K +433 +12%
Bessemer Group
390
Bessemer Group
New Jersey
$256K +$3.02K +49 +1%
HPC
391
HM Payson & Co
Maine
$254K -$28.3K -459 -10%
SBH
392
Segall Bryant & Hamill
Illinois
$247K – – –
DTL
393
Dynamic Technology Lab
Singapore
$247K +$247K +4,000 New
DAM
394
Doheny Asset Management
California
$243K – – –
LS
395
Livforsakringsbolaget Skandia
Sweden
$242K +$74.1K +1,200 +44%
Baird Financial Group
396
Baird Financial Group
Wisconsin
$240K +$34.3K +555 +17%
BHWM
397
Bar Harbor Wealth Management
New Hampshire
$239K -$234K -3,781 -49%
S
398
SignatureFD
Georgia
$237K +$37K +599 +18%
BBVA
399
Banco Bilbao Vizcaya Argentaria
Spain
$235K -$266K -4,319 -53%
LAIC
400
Lederer & Associates Investment Counsel
California
$235K +$235K +3,812 New
14 15
16
17 18