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Equity Residential

653 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $27.7B → $31.1B (+$3.44B)

10% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 204

10% more funds holding

Funds holding: 595653 (+58)

0.32% more ownership

Funds ownership: 91.49%91.81% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.5M

Holders
653
Holders Change
+58
Holders Change %
+9.75%
% of All Funds
10.05%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
225
Reduced
204
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
451
Caprock Group
Idaho
$333K +$62.1K +722 +25%
CWM
452
C2C Wealth Management
Arizona
$333K +$317K +3,682 New
Tudor Investment Corp
453
Tudor Investment Corp
Connecticut
$327K -$16.3M -189,744 -98%
MPM
454
MBB Public Markets
Illinois
$324K +$308K +3,575 New
BIP
455
Blueprint Investment Partners
North Carolina
$321K +$63.6K +739 +26%
EIP
456
Ellis Investment Partners
Pennsylvania
$316K
FWP
457
Firethorn Wealth Partners
Georgia
$315K +$299K +3,476 New
GCC
458
Guardian Capital (Canada)
Ontario, Canada
$313K +$298K +3,459 New
CCA
459
Checchi Capital Advisers
California
$310K +$10.1K +117 +4%
HC
460
Henshaw Capital
Massachusetts
$308K
CCP
461
Corient Capital Partners
California
$303K +$21.3K +248 +8%
LIM
462
Longfellow Investment Management
Massachusetts
$302K
GIA
463
Gateway Investment Advisers
Ohio
$300K +$285K +3,313 New
PAG
464
Private Advisor Group
New Jersey
$296K +$281K +3,272 New
HPC
465
HM Payson & Co
Maine
$294K -$6.71K -78 -2%
MIM
466
Marco Investment Management
Georgia
$291K -$6.11K -71 -2%
FFN
467
Focus Financial Network
Minnesota
$286K -$21.1K -245 -7%
KeyBank National Association
468
KeyBank National Association
Ohio
$285K +$10.7K +124 +4%
FCBT
469
First Citizens Bank & Trust
North Carolina
$278K +$6.11K +71 +2%
EM
470
Excalibur Management
Massachusetts
$276K -$2.92K -34 -1%
SL
471
Summitry LLC
California
$272K +$258K +3,000 New
DAM
472
Doheny Asset Management
California
$271K
MGP
473
Metis Global Partners
California
$269K +$256K +2,976 New
PFM
474
Parsec Financial Management
North Carolina
$267K
CPA
475
Capital Planning Advisors
California
$265K