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Equity Residential

520 hedge funds and large institutions have $23.9B invested in Equity Residential in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

4% more funds holding

Funds holding: 501520 (+19)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 171

1% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $41.5M

4.5% less ownership

Funds ownership: 99.69%95.18% (-4.5%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

9% less capital invested

Capital invested by funds: $26.3B → $23.9B (-$2.34B)

Holders
520
Holders Change
+19
Holders Change %
+3.79%
% of All Funds
13.88%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
63
Increased
185
Reduced
171
Closed
38
Calls
$41.2M
Puts
$41.5M
Net Calls
-$353K
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
476
Carroll Financial Associates
North Carolina
$38K
FHA
477
First Horizon Advisors
Tennessee
$37K +$36.7K +534 New
FPFS
478
First Personal Financial Services
North Carolina
$36K
FFC
479
First Financial Corp
Indiana
$34K
SNT
480
Security National Trust
West Virginia
$34K
WRM
481
Westport Resources Management
Connecticut
$34K
GT
482
Glenmede Trust
Pennsylvania
$34K +$21.9K +319 +167%
CG
483
Cutler Group
California
$34K +$29.4K +427 +585%
KA
484
Klingman & Associates
New York
$32K +$31.6K +460 New
BBHC
485
Brown Brothers Harriman & Co
New York
$29K +$3.3K +48 +13%
SI
486
Sentry Investments
Ontario, Canada
$28.6K +$3.1M +45,000 +12%
CB
487
Community Bank
New York
$28K
DBT
488
Dubuque Bank & Trust
Iowa
$28K +$27.5K +400 New
NFG
489
Next Financial Group
Texas
$22K +$22.4K +325 New
FWM
490
Focused Wealth Management
New York
$21K
TRCT
491
Tower Research Capital (TRC)
New York
$20K -$27K -392 -58%
IWMPD
492
Integrated Wealth Management (Palm Desert)
California
$18K
TFO
493
Tarbox Family Office
California
$18K +$1.93K +28 +12%
SGAM
494
Smith Group Asset Management
Texas
$15K
ZB
495
Zions Bancorporation
Utah
$14K -$19.2K -279 -59%
HIIFS
496
Harel Insurance Investments & Financial Services
Israel
$14K +$6.88K +100 +100%
WAM
497
Wealthspire Advisors (Maryland)
Maryland
$13K -$13.8K -200 -52%
QCG
498
Quadrant Capital Group
Ohio
$11K -$1.17K -17 -8%
Acadian Asset Management
499
Acadian Asset Management
Massachusetts
$10K -$386K -5,605 -97%
GWM
500
Geneos Wealth Management
Colorado
$10K