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Equity Residential

653 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $27.7B → $31.1B (+$3.44B)

10% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 204

10% more funds holding

Funds holding: 595653 (+58)

0.32% more ownership

Funds ownership: 91.49%91.81% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.5M

Holders
653
Holders Change
+58
Holders Change %
+9.75%
% of All Funds
10.05%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
225
Reduced
204
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
AE Wealth Management
Kansas
$641K -$4.13M -47,982 -87%
AGM
377
Alpine Global Management
New York
$624K +$594K +6,899 New
Federated Hermes
378
Federated Hermes
Pennsylvania
$612K -$68.8K -800 -11%
CSIC
379
Clifford Swan Investment Counsel
California
$597K +$4.13K +48 +0.7%
AWM
380
Aevitas Wealth Management
Massachusetts
$593K +$2.67K +31 +0.5%
AP
381
Advisor Partners
California
$587K +$41.8K +486 +8%
Credit Agricole
382
Credit Agricole
France
$587K +$396K +4,603 +244%
RJT
383
Raymond James Trust
Florida
$583K +$72.3K +840 +15%
TCM
384
Twin Capital Management
Pennsylvania
$583K +$554K +6,440 New
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$578K -$14.6K -170 -3%
IC
386
IEQ Capital
California
$567K +$37.3K +434 +7%
Nomura Holdings
387
Nomura Holdings
Japan
$566K -$246K -2,860 -31%
IRF
388
IBM Retirement Fund
New York
$556K -$367K -4,262 -41%
PAM
389
Panagora Asset Management
Massachusetts
$555K -$347K -4,028 -40%
ITIM
390
Indiana Trust & Investment Management
Indiana
$555K
IA
391
IndexIQ Advisors
New York
$550K -$17.9K -208 -3%
CG
392
Colony Group
Massachusetts
$550K +$516 +6 +0.1%
FAFN
393
First Affirmative Financial Network
Colorado
$546K +$7.66K +89 +1%
SPFA
394
Summit Place Financial Advisors
New Jersey
$543K
LWAC
395
Laurel Wealth Advisors (California)
California
$542K +$515K +5,990 New
VI
396
Vestcor Inc
New Brunswick, Canada
$526K +$49.7K +578 +11%
MAM
397
Meeder Asset Management
Ohio
$525K +$204K +2,371 +69%
CANY
398
Caxton Associates (New York)
New York
$521K +$495K +5,752 New
SSG
399
Summit Securities Group
New York
$519K +$261K +3,036 +112%
ACS
400
Archford Capital Strategies
Illinois
$512K -$36.6K -426 -7%