Equity Residential
436 hedge funds and large institutions have $22.5B invested in Equity Residential in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 131 increasing their positions, 176 reducing their positions, and 36 closing their positions.
234% more call options, than puts
Call options by funds: $50.1M | Put options by funds: $15M
11% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 36
9% more capital invested
Capital invested by funds: $20.7B → $22.5B (+$1.81B)
0% more funds holding
Funds holding: 435 → 436 (+1)
0.05% less ownership
Funds ownership: 99.16% → 99.1% (-0.05%)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
26% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$148M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$79.9M |
| 3 |
JP Morgan Chase
New York
|
+$79.7M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$66.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$160M |
| 2 |
Cohen & Steers
New York
|
-$62.6M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$57.8M |
| 4 |
D.E. Shaw & Co
New York
|
-$57M |
| 5 |
AAMU
APG Asset Management US
New York
|
-$45M |
EQR Hedge Fund Activity: Q2 2014 in Review
436 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2014, worth a combined $22.5B — up 8.7% from $20.7B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new EQR positions and 36 closed out — a net gain of 4 holders — while 131 added to existing stakes and 176 trimmed.
The largest buyer was Norges Bank, adding an estimated $148M. The largest seller was Boston Partners, cutting an estimated $160M.
- 436 institutional investors held Equity Residential (EQR) as of Q2 2014, up from 435 in Q1 2014.
- Funds reported $22.5B of Equity Residential stock for Q2 2014, up 8.7% quarter-over-quarter.
- 40 funds opened new Equity Residential positions in Q2 2014 and 36 closed out, a net change of +4 holders.
- The largest Equity Residential buyer in Q2 2014 was Norges Bank, an estimated $148M added.
- The largest Equity Residential seller in Q2 2014 was Boston Partners, an estimated $160M sold.
Based on aggregated 13F filings for Q2 2014.