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Equity Residential

544 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $18M | Put options by funds: $9.33M

40% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 57

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

3% more funds holding

Funds holding: 527544 (+17)

0.47% more ownership

Funds ownership: 92.34%92.81% (+0.47%)

0% more capital invested

Capital invested by funds: $22.5B → $22.5B (+$4.87M)

1% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 183

Holders
544
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
12.12%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
80
Increased
182
Reduced
183
Closed
57
Calls
$18M
Puts
$9.33M
Net Calls
+$8.71M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
426
Delta Asset Management
Tennessee
$139K
BUB
427
BBVA USA Bancshares
Texas
$137K
First Manhattan
428
First Manhattan
New York
$133K
AIC
429
Ameritas Investment Company
Nebraska
$132K +$135K +2,005 New
SAS
430
Stelac Advisory Services
New York
$119K
S
431
SignatureFD
Georgia
$119K +$11.1K +166 +10%
WAM
432
Wealthspire Advisors (Maryland)
Maryland
$115K +$63.7K +949 +121%
BEAM
433
Baker Ellis Asset Management
Washington
$112K
RCAG
434
Rehmann Capital Advisory Group
Michigan
$110K -$1.68K -25 -1%
BAMCO Inc
435
BAMCO Inc
New York
$110K +$22.8K +340 +26%
AIM
436
Anchor Investment Management
South Carolina
$109K
TAM
437
Tiverton Asset Management
Delaware
$103K
DSC
438
Duncker Streett & Co
Missouri
$97K -$20.1K -300 -17%
FANJ
439
Financial Architects (New Jersey)
New Jersey
$92K
WTC
440
WhitTier Trust Company
Nevada
$92K
KPW
441
Kore Private Wealth
New York
$88K +$88.6K +1,320 New
FLI
442
Family Legacy Inc
South Carolina
$87K +$2.08K +31 +2%
GWMIA
443
Global Wealth Management Investment Advisory
Florida
$86K +$87.9K +1,309 New
CAW
444
Cornerstone Advisors (Washington)
Washington
$81K +$4.97K +74 +6%
LB
445
Legacy Bridge
Iowa
$78K
MCM
446
Manchester Capital Management
Vermont
$77K
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$72K -$176K -2,624 -71%
GLI
448
Guardian Life Insurance
New York
$69K
SLF
449
Sun Life Financial
Ontario, Canada
$67K +$201 +3 +0.3%
ST
450
Smithfield Trust
Pennsylvania
$66K