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Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
426
Planned Solutions
California
$115K
CCA
427
Childress Capital Advisors
Texas
$108K +$103K +1,817 New
LIM
428
Longfellow Investment Management
Massachusetts
$106K +$101K +1,783 New
DAM
429
Delta Asset Management
Tennessee
$104K
RA
430
Rational Advisors
New York
$101K +$95.8K +1,696 +169,600%
AWA
431
Arkadios Wealth Advisors
Georgia
$97K -$430K -7,616 -82%
BCWM
432
Bartlett & Co Wealth Management
Ohio
$96.2K
BC
433
Bartlett & Co
Ohio
$95K
HNB
434
Huntington National Bank
Ohio
$87K
PA
435
Parallel Advisors
California
$84K -$22.3K -394 -22%
WTC
436
WhitTier Trust Company
Nevada
$83K
CT
437
Caldwell Trust
Florida
$83K
ST
438
Smithfield Trust
Pennsylvania
$78K +$4.52K +80 +6%
Acadian Asset Management
439
Acadian Asset Management
Massachusetts
$75K -$50.3K -891 -41%
T
440
TOBAM
France
$74K
MA
441
Montag & Associates
Georgia
$72K +$68.6K +1,214 New
MCM
442
Manchester Capital Management
Vermont
$71K
LB
443
Legacy Bridge
Iowa
$70K
IA
444
Inspire Advisors
Idaho
$68K +$64.6K +1,144 New
VCG
445
Vantage Consulting Group
Virginia
$68K +$64.9K +1,148 New
CG
446
Cutler Group
California
$66K -$149K -2,640 -70%
Bessemer Group
447
Bessemer Group
New Jersey
$65K -$49.3K -873 -44%
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$65K +$791 +14 +1%
ARMC
449
American Research & Management Company
Massachusetts
$63K -$11.3K -200 -16%
HFM
450
Harvest Fund Management
China
$63K

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.