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Equity Residential

527 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 40

4% more capital invested

Capital invested by funds: $21.6B → $22.5B (+$893M)

0.06% more ownership

Funds ownership: 92.28%92.34% (+0.06%)

1% less funds holding

Funds holding: 530527 (-3)

8% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $23.3M

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 215

Holders
527
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
12.05%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
43
Increased
162
Reduced
215
Closed
40
Calls
$21.4M
Puts
$23.3M
Net Calls
-$1.89M
Net Calls Change
-$55.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$155M -$2.09M -31,591 -1%
UBS AM
27
UBS AM
Illinois
$147M +$3.88M +58,718 +3%
Bank of America
28
Bank of America
North Carolina
$125M -$15.2M -230,125 -11%
Swiss National Bank
29
Swiss National Bank
Switzerland
$120M -$3.96M -59,900 -3%
ACM
30
AEW Capital Management
Massachusetts
$111M -$62.7M -948,100 -36%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$108M +$9.28M +140,334 +9%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$105M +$1.92M +29,071 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$95.6M +$22.6M +342,356 +31%
Asset Management One
34
Asset Management One
Japan
$91.7M +$780K +11,796 +0.9%
Daiwa Securities Group
35
Daiwa Securities Group
Japan
$91.6M -$83M -1,254,628 -48%
ACM
36
Adelante Capital Management
California
$91.1M +$2.31M +34,969 +3%
American Century Companies
37
American Century Companies
Missouri
$90.3M +$1.5M +22,733 +2%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$87.9M +$17.7M +267,001 +25%
TA
39
Teachers Advisors
New York
$87.7M -$177K -2,675 -0.2%
CTC
40
Chai Trust Company
Illinois
$80.2M
CS
41
Credit Suisse
Switzerland
$77.1M +$4.38M +66,140 +6%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$70.4M +$12.5M +188,213 +22%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$66.9M -$11.7M -176,639 -15%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$65.6M +$8.3M +125,535 +15%
Wells Fargo
45
Wells Fargo
California
$64.8M +$650K +9,823 +1%
SCRM
46
Security Capital Research & Management
Illinois
$64.1M -$3.2M -48,390 -5%
O
47
OppenheimerFunds
New York
$62.8M +$62.5M +944,804 +27,338%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$61.9M +$6.71M +101,378 +12%
Barclays
49
Barclays
United Kingdom
$61.3M -$9.69M -146,487 -14%
Allianz Asset Management
50
Allianz Asset Management
Germany
$61.1M -$1.16M -17,519 -2%

EQR Hedge Fund Activity: Q3 2018 in Review

527 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2018, worth a combined $22.5B — up 4.1% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EQR positions and 40 closed out — a net gain of 3 holders — while 162 added to existing stakes and 215 trimmed.

The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $67.4M. The largest seller was Franklin Resources, cutting an estimated $107M.

  • 527 institutional investors held Equity Residential (EQR) as of Q3 2018, down from 530 in Q2 2018.
  • Funds reported $22.5B of Equity Residential stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 43 funds opened new Equity Residential positions in Q3 2018 and 40 closed out, a net change of +3 holders.
  • The largest Equity Residential buyer in Q3 2018 was CBRE Investment Management Listed Real Assets, an estimated $67.4M added.
  • The largest Equity Residential seller in Q3 2018 was Franklin Resources, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2018.