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Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
451
PineBridge Investments
New York
$59K -$11.5M -204,385 -100%
ZB
452
Zions Bancorporation
Utah
$56K -$283 -5 -0.5%
MCM
453
McMillion Capital Management
North Carolina
$55K +$52.5K +930 New
FMP
454
Financial Management Professionals
Texas
$54K +$2.43K +43 +5%
FCB
455
First Command Bank
Texas
$53K
FCFS
456
First Command Financial Services
Texas
$53K
FHC
457
First Horizon Corporation
Tennessee
$51K -$4.63K -82 -9%
TCM
458
Tradewinds Capital Management
Washington
$51K
QCG
459
Quadrant Capital Group
Ohio
$51K +$5.37K +95 +12%
BCA
460
Berman Capital Advisors
Georgia
$50K +$8.87K +157 +23%
ASN
461
Advisory Services Network
Georgia
$42K -$7.8K -138 -16%
CA
462
Clearstead Advisors
Ohio
$42K
FHA
463
First Horizon Advisors
Tennessee
$39K -$15.4K -273 -29%
LWM
464
Liberty Wealth Management
California
$38K +$735 +13 +2%
DSC
465
Duncker Streett & Co
Missouri
$37K
PFO
466
Pathstone Family Office
New Jersey
$37K +$34.8K +616 +12,320%
TFS
467
TrustCore Financial Services
Tennessee
$31K
FPFS
468
First Personal Financial Services
North Carolina
$30K
SIC
469
Salem Investment Counselors
North Carolina
$30K
SFP
470
Sterling Financial Planning
New Jersey
$30K +$28.3K +500 New
CIA
471
CSat Investment Advisory
Michigan
$29K -$79.5K -1,407 -74%
RFA
472
Reilly Financial Advisors
California
$29K
CI
473
CX Institutional
Indiana
$28K +$19.8K +350 +307%
FA
474
Financial Avengers
California
$27K +$26.2K +463 New
FDCDDQ
475
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.6K +$24.4K +431 New

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.