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Equity Residential
EQR

Overview Fund Activity

519 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
Holders
519
Holders Change
+19
Holders Change %
+3.8%
% of All Funds
13.87%
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

Top Buyers

1
SCRM
Security Capital Research & Management
Illinois
+$229M
2
EVM
Eaton Vance Management
Massachusetts
+$178M
3
LPC
Long Pond Capital
New York
+$109M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$107M
5
Invesco
Invesco
Georgia
+$105M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$779M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$479M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$449M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$218K -$31.6K -460 -13%
AP
427
Advisor Partners
California
$215K -$112K -1,627 -34%
AMAL
428
Asset Management Advisors LLC
Oklahoma
$207K – – –
MPM
429
Meritage Portfolio Management
Kansas
$207K – – –
DAM
430
Doheny Asset Management
California
$207K – – –
RMCM
431
Reynders McVeigh Capital Management
Massachusetts
$207K – – –
CCIA
432
Campbell & Co Investment Adviser
Maryland
$203K +$203K +2,946 New
BWFM
433
Bridgewater Wealth & Financial Management
Maryland
$201K – – –
BEAM
434
Baker Ellis Asset Management
Washington
$196K – – –
RCM
435
Riverhead Capital Management
Delaware
$183K -$3.72M -59,956 -95%
DSC
436
Duncker Streett & Co
Missouri
$174K – – –
MCM
437
MV Capital Management
Maryland
$172K – – –
CLOS
438
Compagnie Lombard Odier SCmA
Switzerland
$165K +$165K +2,400 New
Creative Planning
439
Creative Planning
Kansas
$163K -$2.07K -30 -1%
PAIA
440
Park Avenue Institutional Advisers
New York
$159K +$758 +11 +0.5%
AssetMark Inc
441
AssetMark Inc
California
$146K +$146K +2,108 New
MC
442
Muzinich & Co
New York
$141K -$419K -6,092 -75%
KLWA
443
Kelly Lawrence W & Associates
California
$139K – – –
Toronto Dominion Bank
444
Toronto Dominion Bank
Ontario, Canada
$138K -$54.6K -794 -28%
DAM
445
Delta Asset Management
Tennessee
$135K – – –
VFA
446
Virtus Fund Advisers
Connecticut
$133K – – –
WTC
447
WhitTier Trust Company
Nevada
$121K – – –
AAM
448
Advisors Asset Management
Colorado
$117K – – –
FANJ
449
Financial Architects (New Jersey)
New Jersey
$110K -$120K – –
MCM
450
Manchester Capital Management
Vermont
$103K – – –
16 17
18
19 20