Equity Residential
510 hedge funds and large institutions have $22.2B invested in Equity Residential in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 175 increasing their positions, 196 reducing their positions, and 33 closing their positions.
36% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 33
2% more funds holding
Funds holding: 500 → 510 (+10)
5% more capital invested
Capital invested by funds: $21.2B → $22.2B (+$1.03B)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
0.89% less ownership
Funds ownership: 92.91% → 92.03% (-0.89%)
11% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 196
60% less call options, than puts
Call options by funds: $22.8M | Put options by funds: $57.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$159M |
| 2 |
Cohen & Steers
New York
|
+$77.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$67.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.8M |
| 5 |
JP Morgan Chase
New York
|
+$59.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$269M |
| 2 |
LPC
Long Pond Capital
New York
|
-$214M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$101M |
| 4 |
Bank of New York Mellon
New York
|
-$88M |
| 5 |
O
OppenheimerFunds
New York
|
-$39.2M |
EQR Hedge Fund Activity: Q2 2017 in Review
510 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2017, worth a combined $22.2B — up 4.9% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new EQR positions and 33 closed out — a net gain of 12 holders — while 175 added to existing stakes and 196 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $159M. The largest seller was Morgan Stanley, cutting an estimated $269M.
- 510 institutional investors held Equity Residential (EQR) as of Q2 2017, up from 500 in Q1 2017.
- Funds reported $22.2B of Equity Residential stock for Q2 2017, up 4.9% quarter-over-quarter.
- 45 funds opened new Equity Residential positions in Q2 2017 and 33 closed out, a net change of +12 holders.
- The largest Equity Residential buyer in Q2 2017 was Citadel Advisors, an estimated $159M added.
- The largest Equity Residential seller in Q2 2017 was Morgan Stanley, an estimated $269M sold.
Based on aggregated 13F filings for Q2 2017.