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Equity Residential
EQR

494 hedge funds and large institutions have $22.5B invested in Equity Residential in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 166 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $92.3M | Put options by funds: $40.4M

1.12% more ownership

Funds ownership: 95.18% → 96.31% (+1.1%)

5% less funds holding

Funds holding: 520 → 494 (-26)

6% less capital invested

Capital invested by funds: $23.9B → $22.5B (-$1.44B)

15% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 196

18% less funds holding in top 10

Funds holding in top 10: 22 → 18 (-4)

38% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 58

Holders
494
Holders Change
-26
Holders Change %
-5%
% of All Funds
13.18%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.48%
New
36
Increased
166
Reduced
196
Closed
58
Calls
$92.3M
Puts
$40.4M
Net Calls
+$51.9M
Net Calls Change
+$52.3M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$431M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$329M
3
LPC
Long Pond Capital
New York
+$216M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$205M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$97.7M

Top Sellers

Rank Fund Capital Flow
1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$192M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$163M
3
Principal Financial Group
Principal Financial Group
Iowa
-$137M
4
SCRM
Security Capital Research & Management
Illinois
-$136M
5
EVM
Eaton Vance Management
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
401
Anchor Investment Management
South Carolina
$228K – – –
LAM
402
Lebenthal Asset Management
New York
$213K – – –
TSS
403
Two Sigma Securities
New York
$212K +$220K +3,300 New
MIM
404
Marco Investment Management
Georgia
$207K – – –
BFS
405
Bradley Foster & Sargent
Connecticut
$206K – – –
FPFS
406
First Personal Financial Services
North Carolina
$193K – – –
BEAM
407
Baker Ellis Asset Management
Washington
$183K – – –
DSC
408
Duncker Streett & Co
Missouri
$162K – – –
MCM
409
MV Capital Management
Maryland
$161K – – –
CLOS
410
Compagnie Lombard Odier SCmA
Switzerland
$154K – – –
FQ
411
First Quadrant
California
$140K -$1.4M -20,997 -91%
VFA
412
Virtus Fund Advisers
Connecticut
$130K – – –
KLWA
413
Kelly Lawrence W & Associates
California
$129K – – –
DAM
414
Delta Asset Management
Tennessee
$126K – – –
TCIM
415
TIAA CREF Investment Management
New York
$115K +$14.3M +214,739 +14%
JG
416
Jefferies Group
New York
$112K -$492K -7,370 -81%
WTC
417
WhitTier Trust Company
Nevada
$106K -$6.67K -100 -6%
CPP
418
Crow Point Partners
Massachusetts
$106K +$110K +1,644 New
FANJ
419
Financial Architects (New Jersey)
New Jersey
$103K – – –
CAW
420
Cornerstone Advisors (Washington)
Washington
$103K +$19.8K +297 +23%
MCM
421
Manchester Capital Management
Vermont
$97K – – –
PVH
422
Psagot Value Holdings
Israel
$90K – – –
GLI
423
Guardian Life Insurance
New York
$87K – – –
WTB
424
Washington Trust Bank
Washington
$87K +$2.07K +31 +2%
AAC
425
Asset Advisors Corp
Georgia
$84K – – –
15 16
17
18 19

EQR Hedge Fund Activity: Q3 2016 in Review

494 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2016, worth a combined $22.5B — down 6% from $23.9B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EQR and 36 opened new positions — a net loss of 22 holders — while 196 trimmed existing stakes and 166 added.

The largest buyer was Cohen & Steers, adding an estimated $431M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $192M.

  • 494 institutional investors held Equity Residential (EQR) as of Q3 2016, down from 520 in Q2 2016.
  • Funds reported $22.5B of Equity Residential stock for Q3 2016, down 6% quarter-over-quarter.
  • 36 funds opened new Equity Residential positions in Q3 2016 and 58 closed out, a net change of -22 holders.
  • The largest Equity Residential buyer in Q3 2016 was Cohen & Steers, an estimated $431M added.
  • The largest Equity Residential seller in Q3 2016 was CBRE Investment Management Listed Real Assets, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2016.