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Equity Residential

530 hedge funds and large institutions have $21.6B invested in Equity Residential in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $79M | Put options by funds: $25.7M

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

4% more funds holding

Funds holding: 509530 (+21)

0% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$29.3M)

3.23% less ownership

Funds ownership: 95.52%92.28% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
530
Holders Change
+21
Holders Change %
+4.13%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
61
Increased
165
Reduced
203
Closed
35
Calls
$79M
Puts
$25.7M
Net Calls
+$53.3M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
401
Carnegie Investment Counsel
Ohio
$226K -$12.5K -200 -6%
SCM
402
Shelton Capital Management
Colorado
$223K -$12.5K -200 -5%
FIM
403
Foresters Investment Management
New York
$221K -$3.9M -62,581 -95%
CEP
404
Chicago Equity Partners
Illinois
$221K
FB
405
Fulton Bank
Pennsylvania
$221K +$216K +3,474 New
O
406
OppenheimerFunds
New York
$220K -$68.1K -1,093 -24%
SP
407
Successful Portfolios
Florida
$216K -$5.8K -93 -3%
QCMC
408
Quantum Capital Management (California)
California
$213K
PP
409
Prudential plc
United Kingdom
$211K
MA
410
MANA Advisors
New York
$210K +$206K +3,300 New
HFS
411
HL Financial Services
Kentucky
$208K +$203K +3,265 New
CCM
412
Catawba Capital Management
Virginia
$207K
MIM
413
Marco Investment Management
Georgia
$205K +$200K +3,214 New
GP
414
Girard Partners
Pennsylvania
$203K +$198K +3,180 New
GI
415
Glovista Investments
New Jersey
$201K -$56.1K -900 -22%
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$200K +$997 +16 +0.5%
First Manhattan
417
First Manhattan
New York
$192K
CWM
418
Cornerstone Wealth Management
Missouri
$187K +$740K +11,869 New
OIA
419
Optimum Investment Advisors
Illinois
$178K
RS
420
Robeco Schweiz
Switzerland
$171K -$134K -2,143 -44%
GT
421
Glenmede Trust
Pennsylvania
$164K -$721K -11,565 -82%
MRCM
422
M&R Capital Management
New Jersey
$159K
MCM
423
MV Capital Management
Maryland
$159K
AG
424
Advisor Group
Arizona
$155K -$66.7K -1,070 -31%
AIM
425
Anchor Investment Management
South Carolina
$154K

EQR Hedge Fund Activity: Q2 2018 in Review

530 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2018, worth a combined $21.6B — down 0.14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EQR positions and 35 closed out — a net gain of 26 holders — while 165 added to existing stakes and 203 trimmed.

The largest buyer was Norges Bank, adding an estimated $579M. The largest seller was Cohen & Steers, cutting an estimated $553M.

  • 530 institutional investors held Equity Residential (EQR) as of Q2 2018, up from 509 in Q1 2018.
  • Funds reported $21.6B of Equity Residential stock for Q2 2018, down 0.14% quarter-over-quarter.
  • 61 funds opened new Equity Residential positions in Q2 2018 and 35 closed out, a net change of +26 holders.
  • The largest Equity Residential buyer in Q2 2018 was Norges Bank, an estimated $579M added.
  • The largest Equity Residential seller in Q2 2018 was Cohen & Steers, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.