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Equity Residential

549 hedge funds and large institutions have $26.3B invested in Equity Residential in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

3% more funds holding

Funds holding: 535549 (+14)

5% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 183

1% more capital invested

Capital invested by funds: $26B → $26.3B (+$244M)

0.08% more ownership

Funds ownership: 93.38%93.46% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
549
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
11.92%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.37%
New
56
Increased
192
Reduced
183
Closed
37
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
451
Baker Ellis Asset Management
Washington
$129K
TAM
452
Tiverton Asset Management
Delaware
$118K
DSC
453
Duncker Streett & Co
Missouri
$112K
QT
454
Quantamental Technologies
New York
$110K +$27.9K +365 +34%
HFM
455
Harvest Fund Management
China
$106K
WTC
456
WhitTier Trust Company
Nevada
$106K
EH
457
Employers Holdings
Nevada
$106K +$107K +1,400 New
GWMIA
458
Global Wealth Management Investment Advisory
Florida
$99K
FANJ
459
Financial Architects (New Jersey)
New Jersey
$99K +$99.3K +1,300 New
BAMCO Inc
460
BAMCO Inc
New York
$91K
MCM
461
Manchester Capital Management
Vermont
$91K
LB
462
Legacy Bridge
Iowa
$90K
AS
463
Altshuler Shaham
Israel
$90K +$90.6K +1,186 New
GLI
464
Guardian Life Insurance
New York
$81K
ST
465
Smithfield Trust
Pennsylvania
$76K
MCM
466
McMillion Capital Management
North Carolina
$71K +$71K +930 New
ED
467
Exane Derivatives
France
$69.5K -$53.5K -701 -43%
FCB
468
First Command Bank
Texas
$68K
FCFS
469
First Command Financial Services
Texas
$68K
CAW
470
Cornerstone Advisors (Washington)
Washington
$68K +$6.88K +90 +11%
AIM
471
Anchor Investment Management
South Carolina
$66.4K
TCM
472
Tradewinds Capital Management
Washington
$65K -$65.7K -860 Closed
SPIA
473
Steward Partners Investment Advisory
New York
$64K +$64.5K +844 New
PA
474
Parallel Advisors
California
$63K
MAM
475
Meeder Asset Management
Ohio
$58K +$57.9K +758 New

EQR Hedge Fund Activity: Q2 2019 in Review

549 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2019, worth a combined $26.3B — up 0.94% from $26B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EQR positions and 37 closed out — a net gain of 19 holders — while 192 added to existing stakes and 183 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $121M.

  • 549 institutional investors held Equity Residential (EQR) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $26.3B of Equity Residential stock for Q2 2019, up 0.94% quarter-over-quarter.
  • 56 funds opened new Equity Residential positions in Q2 2019 and 37 closed out, a net change of +19 holders.
  • The largest Equity Residential buyer in Q2 2019 was Cohen & Steers, an estimated $222M added.
  • The largest Equity Residential seller in Q2 2019 was CBRE Investment Management Listed Real Assets, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.