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Equity Residential

520 hedge funds and large institutions have $23.9B invested in Equity Residential in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

4% more funds holding

Funds holding: 501520 (+19)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 171

1% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $41.5M

4.5% less ownership

Funds ownership: 99.69%95.18% (-4.5%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

9% less capital invested

Capital invested by funds: $26.3B → $23.9B (-$2.34B)

Holders
520
Holders Change
+19
Holders Change %
+3.79%
% of All Funds
13.88%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
63
Increased
185
Reduced
171
Closed
38
Calls
$41.2M
Puts
$41.5M
Net Calls
-$353K
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
426
Bradley Foster & Sargent
Connecticut
$220K
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$218K -$31.6K -460 -13%
AP
428
Advisor Partners
California
$215K -$112K -1,627 -34%
AMAL
429
Asset Management Advisors LLC
Oklahoma
$207K
DAM
430
Doheny Asset Management
California
$207K
MPM
431
Meritage Portfolio Management
Kansas
$207K
RMCM
432
Reynders McVeigh Capital Management
Massachusetts
$207K
CCIA
433
Campbell & Co Investment Adviser
Maryland
$203K +$203K +2,946 New
BWFM
434
Bridgewater Wealth & Financial Management
Maryland
$201K
BEAM
435
Baker Ellis Asset Management
Washington
$196K
RCM
436
Riverhead Capital Management
Delaware
$183K -$4.13M -59,956 -95%
DSC
437
Duncker Streett & Co
Missouri
$174K
MCM
438
MV Capital Management
Maryland
$172K
CLOS
439
Compagnie Lombard Odier SCmA
Switzerland
$165K +$165K +2,400 New
Creative Planning
440
Creative Planning
Kansas
$163K -$2.06K -30 -1%
PAIA
441
Park Avenue Institutional Advisers
New York
$159K +$757 +11 +0.5%
AssetMark Inc
442
AssetMark Inc
California
$146K +$145K +2,108 New
MC
443
Muzinich & Co
New York
$141K -$419K -6,092 -75%
KLWA
444
Kelly Lawrence W & Associates
California
$139K
Toronto Dominion Bank
445
Toronto Dominion Bank
Ontario, Canada
$138K -$54.6K -794 -28%
DAM
446
Delta Asset Management
Tennessee
$135K
VFA
447
Virtus Fund Advisers
Connecticut
$133K
WTC
448
WhitTier Trust Company
Nevada
$121K
AAM
449
Advisors Asset Management
Colorado
$117K
FANJ
450
Financial Architects (New Jersey)
New Jersey
$110K