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Equity Residential

530 hedge funds and large institutions have $21.6B invested in Equity Residential in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $79M | Put options by funds: $25.7M

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

4% more funds holding

Funds holding: 509530 (+21)

0% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$29.3M)

3.23% less ownership

Funds ownership: 95.52%92.28% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
530
Holders Change
+21
Holders Change %
+4.13%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
61
Increased
165
Reduced
203
Closed
35
Calls
$79M
Puts
$25.7M
Net Calls
+$53.3M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
426
First Personal Financial Services
North Carolina
$151K
DAM
427
Delta Asset Management
Tennessee
$135K
RCAG
428
Rehmann Capital Advisory Group
Michigan
$113K -$15.2K -244 -12%
DSC
429
Duncker Streett & Co
Missouri
$113K
BEAM
430
Baker Ellis Asset Management
Washington
$108K
PG
431
PEAK6 Group
Illinois
$102K -$1.06M -16,966 -91%
LC
432
Landaas & Company
Wisconsin
$101K +$99K +1,588 New
TAM
433
Tiverton Asset Management
Delaware
$99K
S
434
SignatureFD
Georgia
$95K -$1.87K -30 -2%
FANJ
435
Financial Architects (New Jersey)
New Jersey
$89K
WTC
436
WhitTier Trust Company
Nevada
$89K
CAW
437
Cornerstone Advisors (Washington)
Washington
$80K
ED
438
Exane Derivatives
France
$79.9K +$4.74K +76 +6%
MCM
439
Manchester Capital Management
Vermont
$77K -$1.68K -27 -2%
BAMCO Inc
440
BAMCO Inc
New York
$72K +$30.6K +491 +78%
FLI
441
Family Legacy Inc
South Carolina
$69K +$67.4K +1,081 New
IDBONY
442
Israel Discount Bank of New York
New York
$66K
GLI
443
Guardian Life Insurance
New York
$65K +$10.8K +173 +20%
AAC
444
Asset Advisors Corp
Georgia
$64K
ST
445
Smithfield Trust
Pennsylvania
$64K
SLF
446
Sun Life Financial
Ontario, Canada
$64K +$55.8K +895 +869%
FCB
447
First Command Bank
Texas
$57K
FCFS
448
First Command Financial Services
Texas
$57K
HFM
449
Harvest Fund Management
China
$57K
KA
450
Kaizen Advisory
Illinois
$56K +$32.8K +526 +147%

EQR Hedge Fund Activity: Q2 2018 in Review

530 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2018, worth a combined $21.6B — down 0.14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EQR positions and 35 closed out — a net gain of 26 holders — while 165 added to existing stakes and 203 trimmed.

The largest buyer was Norges Bank, adding an estimated $579M. The largest seller was Cohen & Steers, cutting an estimated $553M.

  • 530 institutional investors held Equity Residential (EQR) as of Q2 2018, up from 509 in Q1 2018.
  • Funds reported $21.6B of Equity Residential stock for Q2 2018, down 0.14% quarter-over-quarter.
  • 61 funds opened new Equity Residential positions in Q2 2018 and 35 closed out, a net change of +26 holders.
  • The largest Equity Residential buyer in Q2 2018 was Norges Bank, an estimated $579M added.
  • The largest Equity Residential seller in Q2 2018 was Cohen & Steers, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.