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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Commerzbank Aktiengesellschaft
Germany
$511K +$252K +4,354 +109%
SF
377
Synovus Financial
Georgia
$511K -$2.08K -36 -0.4%
KA
378
Kintegral Advisory
New York
$509K -$3.07K -53 -0.6%
QC
379
Quadrature Capital
United Kingdom
$509K +$481K +8,316 New
CAM
380
Cresset Asset Management
Illinois
$505K -$260K -4,485 -35%
LI
381
Latash Investments
Alaska
$503K
BSA
382
Bull Street Advisors
Georgia
$502K
SLI
383
Sumitomo Life Insurance
Japan
$500K -$4.22K -73 -0.9%
LA
384
LBP AM
France
$495K -$3M -51,792 -86%
VI
385
Vestcor Inc
New Brunswick, Canada
$490K +$47.8K +826 +11%
NRS
386
Neville Rodie & Shaw
New York
$489K -$57.9K -1,000 -11%
FTDI
387
First Trust Direct Indexing
Massachusetts
$482K -$18.2K -314 -4%
AAS
388
Avantax Advisory Services
Texas
$480K +$48K +830 +12%
ETC
389
Exchange Traded Concepts
Oklahoma
$479K -$60.2K -1,040 -12%
PA
390
Probity Advisors
Texas
$475K -$38K -656 -8%
ECM
391
Everence Capital Management
Indiana
$459K
O
392
Ossiam
France
$453K -$832K -14,379 -66%
CIC
393
Cornercap Investment Counsel
Georgia
$446K +$10.7K +185 +3%
WA
394
Wealth Alliance
New York
$439K +$22.2K +383 +6%
IA
395
Inspire Advisors
Idaho
$420K +$120K +2,067 +43%
SGI
396
Summit Global Investments
Utah
$397K +$145K +2,506 +63%
CSIC
397
Clifford Swan Investment Counsel
California
$392K -$17.4K -300 -4%
PGFC
398
Peapack-Gladstone Financial Corp
New Jersey
$385K -$12.6K -218 -3%
CM
399
Capula Management
Cayman Islands
$383K +$362K +6,256 New
MCM
400
Mill Capital Management
North Carolina
$382K