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Equity Residential

520 hedge funds and large institutions have $23.9B invested in Equity Residential in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

4% more funds holding

Funds holding: 501520 (+19)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 171

1% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $41.5M

4.5% less ownership

Funds ownership: 99.69%95.18% (-4.5%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

9% less capital invested

Capital invested by funds: $26.3B → $23.9B (-$2.34B)

Holders
520
Holders Change
+19
Holders Change %
+3.79%
% of All Funds
13.88%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
63
Increased
185
Reduced
171
Closed
38
Calls
$41.2M
Puts
$41.5M
Net Calls
-$353K
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
Manchester Capital Management
Vermont
$103K
PVH
452
Psagot Value Holdings
Israel
$96K
GLI
453
Guardian Life Insurance
New York
$94K +$826 +12 +0.9%
WTB
454
Washington Trust Bank
Washington
$92K +$62.1K +902 +211%
CAW
455
Cornerstone Advisors (Washington)
Washington
$90K -$1.79K -26 -2%
AAC
456
Asset Advisors Corp
Georgia
$90K
DADC
457
D.A. Davidson & Co
Montana
$89K -$90.1K -1,310 -50%
CI Investments Inc
458
CI Investments Inc
Ontario, Canada
$86K +$86K +1,250 New
TSW
459
Thompson Siegel & Walmsley
Virginia
$83K
MFS
460
MSI Financial Services
Massachusetts
$78K -$5.23K -76 -6%
FNYS
461
First New York Securities
New York
$75.8K +$71.9K +1,045 +1,900%
JIC
462
Joel Isaacson & Co
New York
$69K
ST
463
Smithfield Trust
Pennsylvania
$69K
CTC
464
Central Trust Company
Missouri
$65K
AP
465
Advisors Preferred
Maryland
$63K +$63.4K +921 New
TCM
466
Tradewinds Capital Management
Washington
$59K
SIA
467
SeaBridge Investment Advisors
New Jersey
$55K
CPIG
468
Chicago Partners Investment Group
Illinois
$51K
IA
469
IFP Advisors
Florida
$48K +$40.2K +585 +527%
BFEC
470
Benjamin F. Edwards & Company
Missouri
$44K
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$44K +$19.1K +277 +78%
KKAMG
472
Kernodle & Katon Asset Management Group
Arkansas
$41K
SF
473
Synovus Financial
Georgia
$41K
JFGIW
474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K +$33.4K +486 +486%
BC
475
Bartlett & Co
Ohio
$38K