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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
426
NEOS Investment Management
Connecticut
$299K +$67.9K +1,173 +32%
HI
427
Horizon Investments
North Carolina
$293K +$4.86K +84 +2%
GIA
428
Gateway Investment Advisers
Ohio
$288K +$1.74K +30 +0.6%
WC
429
Wynn Capital
Georgia
$287K +$271K +4,688 New
Parallax Volatility Advisers
430
Parallax Volatility Advisers
California
$285K +$243K +4,204 +930%
JWCA
431
J.W. Coons Advisors
Ohio
$280K
PAS
432
Park Avenue Securities
New York
$278K -$29.3K -507 -10%
OAM
433
Oak Asset Management
California
$267K
FMLI
434
Fukoku Mutual Life Insurance
Japan
$262K
FAN
435
Financial Advisors Network
California
$261K +$6.83K +118 +3%
EF
436
Empowered Funds
Pennsylvania
$259K +$245K +4,231 New
RWIA
437
Roger Wittlin Investment Advisory
California
$259K -$99.3K -1,716 -29%
MFIM
438
Mesirow Financial Investment Management
Illinois
$256K +$242K +4,180 New
MCM
439
MAI Capital Management
Ohio
$249K +$1.85K +32 +0.8%
EI
440
Ellevest Inc
New York
$248K -$96.7K -1,671 -29%
FRA
441
Frank Rimerman Advisors
California
$246K
SFI
442
Siemens Fonds Invest
Germany
$244K +$231K +3,997 New
MML Investors Services
443
MML Investors Services
Massachusetts
$244K -$3.07K -53 -1%
FWP
444
Firethorn Wealth Partners
Georgia
$242K +$8.27K +143 +4%
CI
445
Cigna Investments
Connecticut
$242K
PPW
446
Pasadena Private Wealth
California
$240K +$227K +3,930 New
AIS
447
American Investment Services
Massachusetts
$237K
OC
448
Oppenheimer & Co
New York
$237K -$94K -1,624 -30%
CWM
449
C2C Wealth Management
Arizona
$236K +$5.79K +100 +3%
TFA
450
Transamerica Financial Advisors
Florida
$236K -$2.72K -47 -1%