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Equity Residential
EQR

Overview Fund Activity

499 hedge funds and large institutions have $21.2B invested in Equity Residential in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
12.44%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.45%
New
48
Increased
183
Reduced
200
Closed
43
Calls
$44.8M
Puts
$61.8M
Net Calls
-$17M
Net Calls Change
+$37.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$918M
3
American Century Companies
3
American Century Companies
Missouri
$123M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.26B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$70.9M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$246M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$215M
3
Cohen & Steers
3
Cohen & Steers
New York
$359M
4
Morgan Stanley
4
Morgan Stanley
New York
$761M
5
SCRM
5
Security Capital Research & Management
Illinois
$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
401
Montag & Associates
Georgia
$231K – – –
KI
402
Koch Industries
Kansas
$230K +$230K +3,699 New
CCM
403
Catawba Capital Management
Virginia
$229K – – –
FAAS
404
First Allied Advisory Services
California
$227K -$44.6K -675 -16%
PG
405
PEAK6 Group
Illinois
$227K +$227K +3,649 New
ACA
406
Anchor Capital Advisors
Massachusetts
$226K +$3.12K +50 +1%
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$224K -$109K -1,750 -33%
DTL
408
Dynamic Technology Lab
Singapore
$218K +$218K +3,494 New
SSG
409
Summit Securities Group
New York
$211K +$211K +3,389 New
W
410
Wealthfront
California
$210K -$10.1K -162 -5%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$194K -$1.8K -29 -0.9%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$176K -$20.2K -325 -10%
MRCM
413
M&R Capital Management
New Jersey
$168K +$168K +2,703 New
HFM
414
Harvest Fund Management
China
$162K -$18.7K -300 -10%
BEAM
415
Baker Ellis Asset Management
Washington
$162K -$15.6K -250 -9%
MCM
416
MV Capital Management
Maryland
$156K – – –
DSC
417
Duncker Streett & Co
Missouri
$151K -$6.23K -100 -4%
Parallax Volatility Advisers
418
Parallax Volatility Advisers
California
$151K +$151K +2,420 New
AIM
419
Anchor Investment Management
South Carolina
$151K -$63.2K -1,016 -30%
FPFS
420
First Personal Financial Services
North Carolina
$141K -$146K – –
CLOS
421
Compagnie Lombard Odier SCmA
Switzerland
$137K +$13.5K +217 +11%
IIC
422
Integrated Investment Consultants
Michigan
$129K +$129K +2,080 New
DAM
423
Delta Asset Management
Tennessee
$125K +$3.54K +57 +3%
VFA
424
Virtus Fund Advisers
Connecticut
$120K – – –
DADC
425
D.A. Davidson & Co
Montana
$111K -$740 -12 -0.7%
15 16
17
18 19