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Equity Residential
EQR

Overview Fund Activity

504 hedge funds and large institutions have $22.4B invested in Equity Residential in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+11
Holders Change %
+2.23%
% of All Funds
12.62%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
71
Increased
160
Reduced
192
Closed
54
Calls
$44.2M
Puts
$98.2M
Net Calls
-$54M
Net Calls Change
-$106M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$776M
2
Goldman Sachs
2
Goldman Sachs
New York
$394M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$846M
4
PI
4
PGGM Investments
Netherlands
$476M
5
AAMU
5
APG Asset Management US
New York
$1B

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$103M
2
Cohen & Steers
2
Cohen & Steers
New York
$498M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$147M
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
401
First Allied Advisory Services
California
$265K +$265K +4,113 New
AP
402
Advisor Partners
California
$263K +$263K +4,087 New
SBH
403
Segall Bryant & Hamill
Illinois
$257K -$4.95K -77 -2%
HT
404
HighTower Trust
Texas
$257K +$257K +4,000 New
CIC
405
Carnegie Investment Counsel
Ohio
$241K -$6.51K -100 -3%
MA
406
Montag & Associates
Georgia
$239K – – –
CCM
407
Catawba Capital Management
Virginia
$236K – – –
GCP
408
GSA Capital Partners
United Kingdom
$234K +$234K +3,630 New
ACA
409
Anchor Capital Advisors
Massachusetts
$230K +$230K +3,575 New
W
410
Wealthfront
California
$228K +$228K +3,540 New
AIM
411
Anchor Investment Management
South Carolina
$221K -$6.44K -100 -3%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$213K -$18.2K -282 -8%
MIM
413
Marco Investment Management
Georgia
$207K – – –
KIA
414
KCM Investment Advisors
California
$205K -$25.7K -400 -11%
AF
415
Arrow Financial
New York
$203K -$423K -6,602 -68%
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$203K +$195K +3,029 +2,503%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$202K +$202K +3,160 New
DZ Bank
418
DZ Bank
Germany
$200K +$200K +3,126 New
HFM
419
Harvest Fund Management
China
$187K +$187K +2,900 New
BEAM
420
Baker Ellis Asset Management
Washington
$183K – – –
FNBT
421
FineMark National Bank & Trust
Florida
$180K +$180K +2,800 New
DSC
422
Duncker Streett & Co
Missouri
$163K – – –
MCM
423
MV Capital Management
Maryland
$161K – – –
FPFS
424
First Personal Financial Services
North Carolina
$146K -$193K – –
WAM
425
Wolverine Asset Management
Illinois
$135K -$94.3K -1,468 -41%
15 16
17
18 19