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Equity Residential

549 hedge funds and large institutions have $26.3B invested in Equity Residential in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

3% more funds holding

Funds holding: 535549 (+14)

5% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 183

1% more capital invested

Capital invested by funds: $26B → $26.3B (+$244M)

0.08% more ownership

Funds ownership: 93.38%93.46% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
549
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
11.92%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.37%
New
56
Increased
192
Reduced
183
Closed
37
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
426
Summitry LLC
California
$228K
GCA
427
Gideon Capital Advisors
New York
$224K -$410K -5,362 -65%
GAM
428
Griffin Asset Management
New York
$217K +$1.53K +20 +0.7%
OIA
429
Optimum Investment Advisors
Illinois
$213K
TIA
430
Tiemann Investment Advisors
California
$213K +$7.64K +100 +4%
AWM
431
AE Wealth Management
Kansas
$212K +$213K +2,788 New
PI
432
PEAK6 Investments
Illinois
$210K +$211K +2,761 New
FA
433
FDx Advisors
Illinois
$208K -$28.1K -368 -12%
CFA
434
Carroll Financial Associates
North Carolina
$205K +$207K +2,708 New
FB
435
Fulton Bank
Pennsylvania
$203K -$2.67K -35 -1%
RMCM
436
Reynders McVeigh Capital Management
Massachusetts
$202K
PAG
437
Private Advisor Group
New Jersey
$201K +$202K +2,649 New
EMG
438
ETF Managers Group
New Jersey
$191K +$193K +2,532 New
MRCM
439
M&R Capital Management
New Jersey
$189K
FPFS
440
First Personal Financial Services
North Carolina
$181K
BCI
441
Brinker Capital Investments
Pennsylvania
$173K +$114K +1,493 +190%
DAM
442
Delta Asset Management
Tennessee
$160K
Simplex Trading
443
Simplex Trading
Illinois
$160K +$161K +2,109 New
First Manhattan
444
First Manhattan
New York
$153K -$11K -144 -7%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$152K -$7.79K -102 -5%
S
446
SignatureFD
Georgia
$151K +$5.88K +77 +4%
AIM
447
Achmea Investment Management
Netherlands
$148K -$803K -10,507 -84%
PI
448
PineBridge Investments
New York
$147K
ARMC
449
American Research & Management Company
Massachusetts
$144K
RCAG
450
Rehmann Capital Advisory Group
Michigan
$132K +$1.15K +15 +0.9%

EQR Hedge Fund Activity: Q2 2019 in Review

549 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2019, worth a combined $26.3B — up 0.94% from $26B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EQR positions and 37 closed out — a net gain of 19 holders — while 192 added to existing stakes and 183 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $121M.

  • 549 institutional investors held Equity Residential (EQR) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $26.3B of Equity Residential stock for Q2 2019, up 0.94% quarter-over-quarter.
  • 56 funds opened new Equity Residential positions in Q2 2019 and 37 closed out, a net change of +19 holders.
  • The largest Equity Residential buyer in Q2 2019 was Cohen & Steers, an estimated $222M added.
  • The largest Equity Residential seller in Q2 2019 was CBRE Investment Management Listed Real Assets, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.