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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
AP
376
Advisor Partners
California
$331K +$316K +5,592 New
JWCA
377
J.W. Coons Advisors
Ohio
$326K
HDIM
378
Hanson & Doremus Investment Management
Vermont
$326K +$56.5K +1,000 +22%
BC
379
Bridgefront Capital
Texas
$324K +$309K +5,474 New
CT
380
Clearstead Trust
Maine
$323K
ST
381
Spinnaker Trust
Maine
$323K
FMBTD
382
First Midwest Bank Trust Division
Illinois
$317K +$302K +5,352 New
FHB
383
First Hawaiian Bank
Hawaii
$313K -$41.9K -741 -12%
AIP
384
Ameritas Investment Partners
Nebraska
$311K
RJT
385
Raymond James Trust
Florida
$306K -$9.94K -176 -3%
IA
386
IndexIQ Advisors
New York
$305K +$136K +2,408 +88%
KA
387
Klingman & Associates
New York
$301K -$1.47K -26 -0.5%
AssetMark Inc
388
AssetMark Inc
California
$301K +$9.61K +170 +3%
GI
389
Glovista Investments
New Jersey
$299K -$102K -1,800 -26%
ANRIA
390
American National Registered Investment Advisor
Texas
$296K
FTDI
391
First Trust Direct Indexing
Massachusetts
$291K +$278K +4,915 New
SP
392
Successful Portfolios
Florida
$285K +$28.9K +512 +12%
Citadel Advisors
393
Citadel Advisors
Florida
$274K -$3.31M -58,512 -93%
First Manhattan
394
First Manhattan
New York
$268K
MAFM
395
Mid Atlantic Financial Management
Pennsylvania
$257K
KPW
396
Kore Private Wealth
New York
$257K +$244K +4,327 New
MA
397
MUFG Americas
New York
$249K +$904 +16 +0.4%
OTPPB
398
Ontario Teachers' Pension Plan Board
Ontario, Canada
$244K -$159K -2,820 -41%
LAIC
399
Lederer & Associates Investment Counsel
California
$244K +$9.78K +173 +4%
M
400
MOTCO
Texas
$243K +$9.32K +165 +4%

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.