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Equity Residential
EQR

Overview Fund Activity

500 hedge funds and large institutions have $23B invested in Equity Residential in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 188 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-9
Holders Change %
-1.77%
% of All Funds
12.48%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
32
Increased
176
Reduced
188
Closed
35
Calls
$48.8M
Puts
$24.5M
Net Calls
+$24.3M
Net Calls Change
+$59M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$959M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$509M
3
Deutsche Bank
Deutsche Bank
Germany
$230M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$228M
5
Bank of America
Bank of America
North Carolina
$256M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$6.63M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$274M
3
LIMS
Lasalle Investment Management Securities
Maryland
$554M
4
Macquarie Group
Macquarie Group
Australia
$737M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$83.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
401
Freedom Investment Management
Connecticut
$216K +$216K +3,270 New
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$214K +$8.11K +123 +4%
GP
403
Girard Partners
Pennsylvania
$210K – – –
KIA
404
KCM Investment Advisors
California
$210K – – –
BA
405
Bridgewater Associates
Connecticut
$204K +$204K +3,093 New
EDRH
406
Edmond de Rothschild Holding
Switzerland
$200K +$200K +3,028 New
First Manhattan
407
First Manhattan
New York
$199K -$6.58K -100 -3%
CLOS
408
Compagnie Lombard Odier SCmA
Switzerland
$183K +$37.2K +563 +26%
SLF
409
Sun Life Financial
Ontario, Canada
$178K -$462 -7 -0.3%
MRCM
410
M&R Capital Management
New Jersey
$178K – – –
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$177K -$1.38K -21 -0.8%
ACM
412
Americafirst Capital Management
California
$171K +$171K +2,587 New
BEAM
413
Baker Ellis Asset Management
Washington
$165K -$6.6K -100 -4%
MCM
414
MV Capital Management
Maryland
$165K – – –
WAM
415
Wolverine Asset Management
Illinois
$160K +$51K +775 +47%
AIM
416
Anchor Investment Management
South Carolina
$160K – – –
DSC
417
Duncker Streett & Co
Missouri
$143K -$6.58K -100 -4%
ZB
418
Zions Bancorporation
Utah
$141K +$137K +2,076 +3,348%
IIC
419
Integrated Investment Consultants
Michigan
$137K – – –
ARMT
420
Amica Retiree Medical Trust
Rhode Island
$135K +$135K +2,050 New
DAM
421
Delta Asset Management
Tennessee
$128K -$4.96K -75 -4%
FPFS
422
First Personal Financial Services
North Carolina
$115K -$149K – –
FANJ
423
Financial Architects (New Jersey)
New Jersey
$111K -$111K – –
HFM
424
Harvest Fund Management
China
$105K – – –
LC
425
Landaas & Company
Wisconsin
$105K +$105K +1,588 New
15 16
17
18 19