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Equity Residential
EQR

Overview Fund Activity

519 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
Holders
519
Holders Change
+19
Holders Change %
+3.8%
% of All Funds
13.87%
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

Top Buyers

1
SCRM
Security Capital Research & Management
Illinois
$325M
2
EVM
Eaton Vance Management
Massachusetts
$377M
3
LPC
Long Pond Capital
New York
$109M
4
LIMS
Lasalle Investment Management Securities
Maryland
$919M
5
Invesco
Invesco
Georgia
$500M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$308M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$268M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
$8.43M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$704M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
476
First Horizon Advisors
Tennessee
$37K +$37K +534 New
FPFS
477
First Personal Financial Services
North Carolina
$36K -$38K – –
FFC
478
First Financial Corp
Indiana
$34K – – –
WRM
479
Westport Resources Management
Connecticut
$34K – – –
SNT
480
Security National Trust
West Virginia
$34K – – –
GT
481
Glenmede Trust
Pennsylvania
$34K +$21.3K +319 +167%
CG
482
Cutler Group
California
$34K +$29K +427 +585%
KA
483
Klingman & Associates
New York
$32K +$32K +460 New
BBHC
484
Brown Brothers Harriman & Co
New York
$29K +$3.29K +48 +13%
SI
485
Sentry Investments
Ontario, Canada
$28.6K +$3.1K +45,000 +12%
CB
486
Community Bank
New York
$28K – – –
DBT
487
Dubuque Bank & Trust
Iowa
$28K +$28K +400 New
NFG
488
Next Financial Group
Texas
$22K +$22K +325 New
FWM
489
Focused Wealth Management
New York
$21K – – –
TRCT
490
Tower Research Capital (TRC)
New York
$20K -$27.1K -392 -58%
IWM
491
Integrated Wealth Management
California
$18K – – –
TFO
492
Tarbox Family Office
California
$18K +$1.92K +28 +12%
SGAM
493
Smith Group Asset Management
Texas
$15K – – –
ZB
494
Zions Bancorporation
Utah
$14K -$19.8K -279 -59%
HIIFS
495
Harel Insurance Investments & Financial Services
Israel
$14K +$7K +100 +100%
WAM
496
Wealthspire Advisors (Maryland)
Maryland
$13K -$14.2K -200 -52%
QCG
497
Quadrant Capital Group
Ohio
$11K -$1K -17 -8%
Acadian Asset Management
498
Acadian Asset Management
Massachusetts
$10K -$384K -5,605 -97%
VIA
499
Vantage Investment Advisors
Pennsylvania
$10K – – –
GWM
500
Geneos Wealth Management
Colorado
$10K – – –
18 19
20
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