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Equity Residential
EQR

Overview Fund Activity

486 hedge funds and large institutions have $24.7B invested in Equity Residential in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 49 closing their positions.

Holders
486
Holders Change
-14
Holders Change %
-2.8%
% of All Funds
13.11%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.67%
New
41
Increased
184
Reduced
168
Closed
49
Calls
$25.5M
Puts
$20.1M
Net Calls
+$5.39M
Net Calls Change
-$4.09M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.46B
2
BC
2
Brookfield Corp
Ontario, Canada
$108M
3
AAMU
3
APG Asset Management US
New York
$866M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$863M
5
CBOA
5
Commonwealth Bank of Australia
Australia
$46.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$57M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$669M
3
Goldman Sachs
3
Goldman Sachs
New York
$141M
4
BFA
4
BlackRock Fund Advisors
California
$657M
5
SAMC
5
Shinko Asset Management Company
Japan
$305M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
451
SeaBridge Investment Advisors
New Jersey
$56K 800 – –
CPIG
452
Chicago Partners Investment Group
Illinois
$52K 742 -62 -8%
Lazard Asset Management
453
Lazard Asset Management
New York
$49K 700 -3,449 -83%
BFEC
454
Benjamin F. Edwards & Company
Missouri
$45K 638 – –
SF
455
Synovus Financial
Georgia
$42K 600 – –
MFS
456
MSI Financial Services
Massachusetts
$40K 568 – –
BC
457
Bartlett & Co
Ohio
$39K 556 – –
CFA
458
Carroll Financial Associates
North Carolina
$39K 556 – –
FPFS
459
First Personal Financial Services
North Carolina
– – – –
SNT
460
Security National Trust
West Virginia
$35K 500 -50 -9%
CB
461
Community Bank
New York
$35K 500 – –
WRM
462
Westport Resources Management
Connecticut
$35K 500 – –
TWA
463
TCI Wealth Advisors
Arizona
$32K 459 – –
WTB
464
Washington Trust Bank
Washington
$30K 427 – –
Manulife (Manufacturers Life Insurance)
465
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8K 367,342 -5,076 -1%
FWM
466
Focused Wealth Management
New York
$21K 298 – –
CHP
467
Cable Hill Partners
Oregon
$19K 265 – –
IWM
468
Integrated Wealth Management
California
$18K 255 – –
HR
469
Howe & Rusling
New York
$16K 230 +168 +271%
TFO
470
Tarbox Family Office
California
$15K 219 +85 +63%
FNYS
471
First New York Securities
New York
$12.1K 173 -1,319 -88%
Parallax Volatility Advisers
472
Parallax Volatility Advisers
California
$12K 168 -14,997 -99%
JFGIW
473
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K 165 -475 -74%
VIA
474
Vantage Investment Advisors
Pennsylvania
$11K 150 -150 -50%
TDC
475
Thompson Davis & Co
Virginia
$10K 149 -150 -50%
17 18
19
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