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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
S
451
SignatureFD
Georgia
$155K -$75.2K -1,201 -31%
HPC
452
HM Payson & Co
Maine
$152K
WT
453
Whittier Trust
California
$145K -$167K -2,676 -52%
NSIM
454
North Star Investment Management
Illinois
$135K -$44.2K -706 -24%
SIM
455
Sentry Investment Management
Wisconsin
$134K +$751 +12 +0.5%
GEA
456
Glen Eagle Advisors
New Jersey
$126K -$24.2K -386 -15%
M
457
MOTCO
Texas
$121K -$29.4K -469 -19%
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K
OIA
459
Optimum Investment Advisors
Illinois
$118K
Bessemer Group
460
Bessemer Group
New Jersey
$114K -$61.4K -981 -34%
T
461
TOBAM
France
$113K
CAS
462
Coppell Advisory Solutions
Texas
$113K +$120K +1,910 New
CASC
463
Coppell Advisory Solutions Corp
Texas
$113K +$120K +1,910 New
CSPIA
464
Cary Street Partners Investment Advisory
Virginia
$107K +$113K +1,807 New
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$105K -$45.9K -734 -29%
First Manhattan
466
First Manhattan
New York
$100K
SOW
467
State of Wyoming
Wyoming
$99.5K +$25.3K +404 +32%
KFP
468
KB Financial Partners
New Jersey
$87K
QCG
469
Quadrant Capital Group
Ohio
$83.6K -$74.5K -1,190 -46%
PA
470
Parallel Advisors
California
$83.1K -$44.1K -704 -33%
C
471
Covestor
United Kingdom
$83K -$5.51K -88 -6%
DAM
472
Delta Asset Management
Tennessee
$82.9K +$87.9K +1,405 New
WTC
473
WhitTier Trust Company
Nevada
$82.6K
ASN
474
Advisory Services Network
Georgia
$76.8K +$81.5K +1,302 New
AWM
475
Avior Wealth Management
Nebraska
$75.6K +$80.2K +1,282 New

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.