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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
401
Cambridge Investment Research Advisors
Iowa
$382K +$43.3K +748 +14%
FAFN
402
First Affirmative Financial Network
Colorado
$377K -$1.62K -28 -0.5%
PA
403
Profund Advisors
Maryland
$377K +$62.9K +1,087 +21%
ITIM
404
Indiana Trust & Investment Management
Indiana
$375K
HCM
405
Howland Capital Management
Massachusetts
$370K -$43.4K -750 -11%
SPFA
406
Summit Place Financial Advisors
New Jersey
$367K
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$347K -$84.4K -1,459 -20%
AWM
408
Avior Wealth Management
Nebraska
$344K +$152K +2,635 +88%
PL
409
Perpetual Ltd
Australia
$342K
SC
410
Saturna Capital
Washington
$340K +$321K +5,555 New
TSS
411
Two Sigma Securities
New York
$335K +$317K +5,480 New
RJT
412
Raymond James Trust
Florida
$334K +$25.1K +433 +9%
Bank Julius Baer & Co
413
Bank Julius Baer & Co
Switzerland
$331K +$244K +4,211 +349%
WDA
414
Wendell David Associates
New Hampshire
$324K
CCP
415
Carmel Capital Partners
California
$322K +$66.1K +1,142 +28%
Janney Montgomery Scott
416
Janney Montgomery Scott
Pennsylvania
$322K -$3.47K -60 -1%
MAM
417
Mystic Asset Management
Rhode Island
$321K
Arrowstreet Capital
418
Arrowstreet Capital
Massachusetts
$315K +$298K +5,147 New
BCM
419
Bayesian Capital Management
New York
$313K +$296K +5,111 New
EC
420
Elequin Capital
New York
$311K +$295K +5,091 New
KA
421
Klingman & Associates
New York
$311K -$8.68K -150 -3%
LIM
422
Longfellow Investment Management
Massachusetts
$310K
NA
423
NewEdge Advisors
Louisiana
$308K +$3.99K +69 +1%
CIM
424
Cambria Investment Management
California
$308K
MNBTD
425
Moody National Bank Trust Division
Texas
$306K -$201K -3,482 -41%