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Equity Residential

500 hedge funds and large institutions have $26.3B invested in Equity Residential in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.34%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.64%
New
50
Increased
174
Reduced
180
Closed
42
Calls
$38.8M
Puts
$19.5M
Net Calls
+$19.2M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LH
401
Lebenthal Holdings
New York
$241K +$241K +3,205 New
BFS
402
Bradley Foster & Sargent
Connecticut
$240K
RMCM
403
Reynders McVeigh Capital Management
Massachusetts
$226K
MPM
404
Meritage Portfolio Management
Kansas
$225K
DAM
405
Doheny Asset Management
California
$225K
AMAL
406
Asset Management Advisors LLC
Oklahoma
$225K
FA
407
FDx Advisors
Illinois
$220K -$3.9K -52 -2%
CCA
408
Checchi Capital Advisers
California
$219K -$24.3K -324 -10%
MCM
409
Murphy Capital Management
New Jersey
$219K -$16.8K -225 -7%
BWFM
410
Bridgewater Wealth & Financial Management
Maryland
$219K +$15K +200 +7%
BEAM
411
Baker Ellis Asset Management
Washington
$214K
Toronto Dominion Bank
412
Toronto Dominion Bank
Ontario, Canada
$210K -$627K -8,364 -75%
EHC
413
Everett Harris & Co
California
$210K +$210K +2,800 New
LOAMS
414
Lombard Odier Asset Management (Switzerland)
Switzerland
$196K
DADC
415
D.A. Davidson & Co
Montana
$195K +$4.48K +60 +2%
DSC
416
Duncker Streett & Co
Missouri
$189K -$22.5K -300 -11%
MCM
417
MV Capital Management
Maryland
$188K
PAM
418
PartnerRe Asset Management
Connecticut
$183K
FCCM
419
First City Capital Management
Georgia
$179K -$3.75K -50 -2%
Creative Planning
420
Creative Planning
Kansas
$179K -$27.2K -363 -13%
PAIA
421
Park Avenue Institutional Advisers
New York
$172K -$4.87K -65 -3%
KLWA
422
Kelly Lawrence W & Associates
California
$151K
GXMC
423
Global X Management Company
New York
$150K +$82.1K +1,093 +121%
DAM
424
Delta Asset Management
Tennessee
$147K
VFA
425
Virtus Fund Advisers
Connecticut
$145K