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Equity Residential

544 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $18M | Put options by funds: $9.33M

40% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 57

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

3% more funds holding

Funds holding: 527544 (+17)

0.47% more ownership

Funds ownership: 92.34%92.81% (+0.47%)

0% more capital invested

Capital invested by funds: $22.5B → $22.5B (+$4.87M)

1% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 183

Holders
544
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
12.12%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
80
Increased
182
Reduced
183
Closed
57
Calls
$18M
Puts
$9.33M
Net Calls
+$8.71M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
451
Kaizen Advisory
Illinois
$65K +$6.31K +94 +11%
FCB
452
First Command Bank
Texas
$59K
FCFS
453
First Command Financial Services
Texas
$59K
HFM
454
Harvest Fund Management
China
$59K
TCM
455
Tradewinds Capital Management
Washington
$57K
SIA
456
SeaBridge Investment Advisors
New Jersey
$53K
NCM
457
Nelson Capital Management
California
$51K
FHA
458
First Horizon Advisors
Tennessee
$48K -$1.28K -19 -3%
APA
459
American Portfolios Advisors
New York
$46.2K +$13.4K +200 +40%
Parallax Volatility Advisers
460
Parallax Volatility Advisers
California
$41K -$322K -4,793 -89%
IDBONY
461
Israel Discount Bank of New York
New York
$41K +$672 +10 +2%
JA
462
JOYN Advisors
Georgia
$41K +$3.76K +56 +10%
ER
463
Enlightenment Research
Florida
$40K +$40.3K +600 New
SF
464
Synovus Financial
Georgia
$38K
LWM
465
Liberty Wealth Management
California
$38K +$38.9K +580 New
BCWM
466
Bartlett & Co Wealth Management
Ohio
$37K
BC
467
Bartlett & Co
Ohio
$37K
ZB
468
Zions Bancorporation
Utah
$34K +$2.55K +38 +8%
BBA
469
Braun-Bostich & Associates
Pennsylvania
$34K +$9.54K +142 +38%
CA
470
Claro Advisors
Massachusetts
$34K +$34.4K +513 New
GRP
471
Global Retirement Partners
California
$32K
LFA
472
Legacy Financial Advisors
Kentucky
$31K +$5.98K +89 +23%
RA
473
Rational Advisors
New York
$31K +$31.8K +474 New
TCOV
474
Trust Company of Vermont
Vermont
$29K -$2.62K -39 -8%
QCG
475
Quadrant Capital Group
Ohio
$28K -$672 -10 -2%