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Equity Residential
EQR

Overview Fund Activity

504 hedge funds and large institutions have $22.4B invested in Equity Residential in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+11
Holders Change %
+2.23%
% of All Funds
12.62%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
71
Increased
160
Reduced
192
Closed
54
Calls
$44.2M
Puts
$98.2M
Net Calls
-$54M
Net Calls Change
-$106M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$776M
2
Goldman Sachs
2
Goldman Sachs
New York
$394M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$846M
4
PI
4
PGGM Investments
Netherlands
$476M
5
AAMU
5
APG Asset Management US
New York
$1B

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$103M
2
Cohen & Steers
2
Cohen & Steers
New York
$498M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$147M
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KLWA
426
Kelly Lawrence W & Associates
California
$129K – – –
CLOS
427
Compagnie Lombard Odier SCmA
Switzerland
$128K -$26.4K -411 -17%
DAM
428
Delta Asset Management
Tennessee
$126K – – –
VFA
429
Virtus Fund Advisers
Connecticut
$124K – – –
DADC
430
D.A. Davidson & Co
Montana
$116K +$32.8K +512 +39%
WTC
431
WhitTier Trust Company
Nevada
$106K – – –
CAW
432
Cornerstone Advisors (Washington)
Washington
$104K +$964 +15 +0.9%
FANJ
433
Financial Architects (New Jersey)
New Jersey
$103K -$103K – –
IWM
434
IHT Wealth Management
Illinois
$100K +$100K +1,572 New
PVH
435
Psagot Value Holdings
Israel
$90K – – –
GLI
436
Guardian Life Insurance
New York
$90K +$2.63K +41 +3%
AAC
437
Asset Advisors Corp
Georgia
$84K – – –
MC
438
Muzinich & Co
New York
$80K – – –
MCM
439
Manchester Capital Management
Vermont
$77K -$19.2K -300 -20%
ST
440
Smithfield Trust
Pennsylvania
$64K – – –
WTB
441
Washington Trust Bank
Washington
$62K -$25.8K -400 -29%
IDBONY
442
Israel Discount Bank of New York
New York
$59K +$59K +910 New
FCB
443
First Command Bank
Texas
$58K +$58K +900 New
FCFS
444
First Command Financial Services
Texas
$58K +$58K +900 New
Acadian Asset Management
445
Acadian Asset Management
Massachusetts
$56K +$44.2K +700 +374%
TCM
446
Tradewinds Capital Management
Washington
$55K -$55K -860 Closed
SIA
447
SeaBridge Investment Advisors
New Jersey
$51K – – –
CTC
448
Central Trust Company
Missouri
$50K -$6.46K -100 -11%
NCM
449
Nelson Capital Management
California
$50K – – –
CPP
450
Crow Point Partners
Massachusetts
$49K -$57.4K -887 -54%
16 17
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