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Equity Residential

544 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $18M | Put options by funds: $9.33M

40% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 57

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

3% more funds holding

Funds holding: 527544 (+17)

0.47% more ownership

Funds ownership: 92.34%92.81% (+0.47%)

0% more capital invested

Capital invested by funds: $22.5B → $22.5B (+$4.87M)

1% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 183

Holders
544
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
12.12%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
80
Increased
182
Reduced
183
Closed
57
Calls
$18M
Puts
$9.33M
Net Calls
+$8.71M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Centersquare Investment Management
Pennsylvania
$184M +$187M +2,787,830 +1,055,996%
Principal Financial Group
27
Principal Financial Group
Iowa
$152M -$2.14M -31,837 -1%
UBS AM
28
UBS AM
Illinois
$151M +$3.95M +58,832 +3%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$129M +$42.2M +628,870 +47%
Bank of America
30
Bank of America
North Carolina
$129M +$4.3M +63,987 +3%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$122M +$17.3M +257,451 +16%
Swiss National Bank
32
Swiss National Bank
Switzerland
$121M +$551K +8,200 +0.5%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$110M +$2.05M +30,535 +2%
ACM
34
Adelante Capital Management
California
$108M +$17.8M +265,769 +19%
HRES
35
Heitman Real Estate Securities
Illinois
$105M +$86.7M +1,291,750 +439%
O
36
OppenheimerFunds
New York
$98.7M +$36.8M +547,445 +58%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$94.9M +$25.2M +375,700 +35%
Asset Management One
38
Asset Management One
Japan
$91.4M -$966K -14,378 -1%
Daiwa Securities Group
39
Daiwa Securities Group
Japan
$91.3M -$14.1K -210 -0%
American Century Companies
40
American Century Companies
Missouri
$85.5M -$4.48M -66,767 -5%
CTC
41
Chai Trust Company
Illinois
$79.9M
Millennium Management
42
Millennium Management
New York
$75.2M +$26.9M +400,092 +54%
CS
43
Credit Suisse
Switzerland
$74.2M -$2.66M -39,618 -3%
B
44
Barings
North Carolina
$74M +$75.3M +1,121,086 New
SCRM
45
Security Capital Research & Management
Illinois
$70.5M +$6.72M +100,010 +10%
TA
46
Teachers Advisors
New York
$65.5M -$22.2M -330,189 -25%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$63.6M +$1.94M +28,869 +3%
Wells Fargo
48
Wells Fargo
California
$63M -$1.59M -23,632 -2%
Barclays
49
Barclays
United Kingdom
$59.5M -$1.53M -22,713 -2%
Allianz Asset Management
50
Allianz Asset Management
Germany
$56.3M -$4.64M -69,126 -7%