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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$158M -$18.8M -325,533 -11%
Prudential Financial
27
Prudential Financial
New Jersey
$122M -$52.1M -900,229 -31%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$121M +$91.4M +1,579,292 +397%
Millennium Management
29
Millennium Management
New York
$111M +$34.5M +596,293 +49%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$87.2M +$7.02M +121,291 +9%
Goldman Sachs
31
Goldman Sachs
New York
$85.1M -$24.2M -417,663 -23%
Bank of America
32
Bank of America
North Carolina
$79.9M -$25.6M -441,808 -25%
CTC
33
Chai Trust Company
Illinois
$78M -$236M -4,085,525 -76%
ACM
34
Adelante Capital Management
California
$76.1M -$4.17M -72,099 -5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$74.6M +$134K +2,315 +0.2%
AllianceBernstein
36
AllianceBernstein
Tennessee
$74.4M -$1.38M -23,897 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
37
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$69.5M +$33.2M +573,415 +102%
Swiss National Bank
38
Swiss National Bank
Switzerland
$68.9M -$1.85M -32,000 -3%
PAM
39
Panagora Asset Management
Massachusetts
$66.4M +$5.29M +91,448 +9%
DAM
40
Davis Asset Management
California
$61.2M +$57.9M +1,000,000 New
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$58.1M +$531K +9,173 +1%
BC
42
Brookfield Corp
Ontario, Canada
$55.1M -$11.7M -202,298 -18%
UBS Group
43
UBS Group
Switzerland
$54.3M +$475K +8,202 +0.9%
Barclays
44
Barclays
United Kingdom
$49.3M +$5.47M +94,615 +13%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$48.2M +$13.3M +230,412 +41%
Asset Management One
46
Asset Management One
Japan
$46.4M +$338K +5,838 +0.8%
Canada Life
47
Canada Life
Manitoba, Canada
$44.8M +$4.13M +71,334 +11%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$44.2M -$280K -4,846 -0.7%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$44M +$21.9M +378,084 +116%
SCP
50
Soroban Capital Partners
New York
$43.9M +$41.5M +717,647 New