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Equity Residential

544 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $18M | Put options by funds: $9.33M

40% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 57

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

3% more funds holding

Funds holding: 527544 (+17)

0.47% more ownership

Funds ownership: 92.34%92.81% (+0.47%)

0% more capital invested

Capital invested by funds: $22.5B → $22.5B (+$4.87M)

1% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 183

Holders
544
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
12.12%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
80
Increased
182
Reduced
183
Closed
57
Calls
$18M
Puts
$9.33M
Net Calls
+$8.71M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
401
Campbell & Co Investment Adviser
Maryland
$235K +$216K +3,220 New
SCM
402
Shelton Capital Management
Colorado
$231K
FB
403
Fulton Bank
Pennsylvania
$230K +$2.89K +43 +1%
KeyBank National Association
404
KeyBank National Association
Ohio
$228K +$11K +164 +5%
SP
405
Successful Portfolios
Florida
$224K
BCM
406
Bayesian Capital Management
New York
$223K -$181K -2,689 -44%
LS
407
Livforsakringsbolaget Skandia
Sweden
$219K
PP
408
Prudential plc
United Kingdom
$219K
QCMC
409
Quantum Capital Management (California)
California
$216K -$4.37K -65 -2%
CIC
410
Carnegie Investment Counsel
Ohio
$215K
Janney Montgomery Scott
411
Janney Montgomery Scott
Pennsylvania
$214K +$217K +3,235 New
MIM
412
Marco Investment Management
Georgia
$212K -$1.81K -27 -0.8%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$211K +$4.83K +72 +2%
CB
414
Commerce Bank
Missouri
$206K +$209K +3,118 New
Baird Financial Group
415
Baird Financial Group
Wisconsin
$204K -$21.3K -317 -9%
Bessemer Group
416
Bessemer Group
New Jersey
$203K +$156K +2,320 +307%
AWM
417
Alterna Wealth Management
Texas
$203K +$207K +3,088 New
AG
418
Advisor Group
Arizona
$202K +$12K +179 +6%
GI
419
Glovista Investments
New Jersey
$201K -$6.71K -100 -3%
Calamos Advisors
420
Calamos Advisors
Illinois
$201K
OIA
421
Optimum Investment Advisors
Illinois
$185K
FPFS
422
First Personal Financial Services
North Carolina
$165K
MRCM
423
M&R Capital Management
New Jersey
$165K
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$143K -$7.59K -113 -5%
Simplex Trading
425
Simplex Trading
Illinois
$139K -$506K -7,532 -78%