We are live on ! Find out more
EQR icon

Equity Residential

530 hedge funds and large institutions have $21.6B invested in Equity Residential in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $79M | Put options by funds: $25.7M

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

4% more funds holding

Funds holding: 509 β†’ 530 (+21)

0% less capital invested

Capital invested by funds: $21.7B β†’ $21.6B (-$29.3M)

3.23% less ownership

Funds ownership: 95.52% β†’ 92.28% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

22% less funds holding in top 10

Funds holding in top 10: 18 β†’ 14 (-4)

Holders
530
Holders Change
+21
Holders Change %
+4.13%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
61
Increased
165
Reduced
203
Closed
35
Calls
$79M
Puts
$25.7M
Net Calls
+$53.3M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
451
Tradewinds Capital Management
Washington
$55K +$53.6K +860 New
ARMT
452
Amica Retiree Medical Trust
Rhode Island
$53K -$55K -883 -51%
SIA
453
SeaBridge Investment Advisors
New Jersey
$51K – – –
NCM
454
Nelson Capital Management
California
$50K -$6.61K -106 -12%
CG
455
Cutler Group
California
$49K -$188K -3,010 -80%
Bessemer Group
456
Bessemer Group
New Jersey
$49K – – –
WAM
457
Wealthspire Advisors (Maryland)
Maryland
$49K +$2.06K +33 +4%
CPIG
458
Chicago Partners Investment Group
Illinois
$47K – – –
JA
459
JOYN Advisors
Georgia
$45K +$40.3K +646 +1,175%
FHA
460
First Horizon Advisors
Tennessee
$41K -$12.2K -195 -23%
SF
461
Synovus Financial
Georgia
$36K -$12.7K -204 -26%
BCWM
462
Bartlett & Co Wealth Management
Ohio
$35.7K – – –
BC
463
Bartlett & Co
Ohio
$35K – – –
TCOV
464
Trust Company of Vermont
Vermont
$34K +$25.2K +404 +323%
SIC
465
Salem Investment Counselors
North Carolina
$32K – – –
APA
466
American Portfolios Advisors
New York
$31.8K -$15.3K -246 -33%
GRP
467
Global Retirement Partners
California
$31K -$7.04K -113 -19%
ZB
468
Zions Bancorporation
Utah
$30K -$108K -1,734 -79%
PHK
469
Point72 Hong Kong
Hong Kong
$29K -$281K -4,513 -91%
QCG
470
Quadrant Capital Group
Ohio
$28K – – –
MSE
471
MUFG Securities EMEA
United Kingdom
$26K -$1.53M -24,588 -98%
BFC
472
Bedel Financial Consulting
Indiana
$26K – – –
SCM
473
Silvant Capital Management
Georgia
$24K – – –
PA
474
Parallel Advisors
California
$22K -$2.87K -46 -11%
LFA
475
Legacy Financial Advisors
Kentucky
$22K +$6.92K +111 +47%

EQR Hedge Fund Activity: Q2 2018 in Review

530 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2018, worth a combined $21.6B β€” down 0.14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EQR positions and 35 closed out β€” a net gain of 26 holders β€” while 165 added to existing stakes and 203 trimmed.

The largest buyer was Norges Bank, adding an estimated $579M. The largest seller was Cohen & Steers, cutting an estimated $553M.

  • 530 institutional investors held Equity Residential (EQR) as of Q2 2018, up from 509 in Q1 2018.
  • Funds reported $21.6B of Equity Residential stock for Q2 2018, down 0.14% quarter-over-quarter.
  • 61 funds opened new Equity Residential positions in Q2 2018 and 35 closed out, a net change of +26 holders.
  • The largest Equity Residential buyer in Q2 2018 was Norges Bank, an estimated $579M added.
  • The largest Equity Residential seller in Q2 2018 was Cohen & Steers, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.