Equity Residential
595 hedge funds and large institutions have $27.7B invested in Equity Residential in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 198 reducing their positions, and 45 closing their positions.
31% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 45
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
9% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 198
5% more capital invested
Capital invested by funds: $26.4B → $27.7B (+$1.25B)
1% more funds holding
Funds holding: 591 → 595 (+4)
0.33% less ownership
Funds ownership: 91.82% → 91.49% (-0.33%)
45% less call options, than puts
Call options by funds: $57M | Put options by funds: $104M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$255M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$78.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$64.9M |
| 4 |
Morgan Stanley
New York
|
+$44.1M |
| 5 |
BlackRock
New York
|
+$43.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$181M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$103M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$98.4M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$84.3M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$72.5M |
EQR Hedge Fund Activity: Q3 2021 in Review
595 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2021, worth a combined $27.7B — up 4.7% from $26.4B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new EQR positions and 45 closed out — a net gain of 14 holders — while 216 added to existing stakes and 198 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $255M. The largest seller was Deutsche Bank, cutting an estimated $181M.
- 595 institutional investors held Equity Residential (EQR) as of Q3 2021, up from 591 in Q2 2021.
- Funds reported $27.7B of Equity Residential stock for Q3 2021, up 4.7% quarter-over-quarter.
- 59 funds opened new Equity Residential positions in Q3 2021 and 45 closed out, a net change of +14 holders.
- The largest Equity Residential buyer in Q3 2021 was Cohen & Steers, an estimated $255M added.
- The largest Equity Residential seller in Q3 2021 was Deutsche Bank, an estimated $181M sold.
Based on aggregated 13F filings for Q3 2021.