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Equity Residential
EQR

Overview Fund Activity

504 hedge funds and large institutions have $22.4B invested in Equity Residential in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+11
Holders Change %
+2.23%
% of All Funds
12.62%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
71
Increased
160
Reduced
192
Closed
54
Calls
$44.2M
Puts
$98.2M
Net Calls
-$54M
Net Calls Change
-$106M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$776M
2
Goldman Sachs
2
Goldman Sachs
New York
$394M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$846M
4
PI
4
PGGM Investments
Netherlands
$476M
5
AAMU
5
APG Asset Management US
New York
$1B

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$103M
2
Cohen & Steers
2
Cohen & Steers
New York
$498M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$147M
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
476
Tarbox Family Office
California
$14K -$2.44K -39 -15%
EARNEST Partners
477
EARNEST Partners
Georgia
$13K +$13K +199 New
FMTCOCP
478
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12.9K +$12.9K +200 New
FAM
479
Fred Alger Management
New York
$12K – – –
WAM
480
Wealthspire Advisors (Maryland)
Maryland
$10K -$764 -12 -7%
VIA
481
Vantage Investment Advisors
Pennsylvania
$10K – – –
GWM
482
Geneos Wealth Management
Colorado
$10K – – –
GAM
483
Gemmer Asset Management
California
$10K +$10K +153 New
PFBT
484
Parkside Financial Bank & Trust
Missouri
$9K +$4.53K +73 +101%
TCOV
485
Trust Company of Vermont
Vermont
$8K – – –
EFSCE
486
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
PMFA
487
Plante Moran Financial Advisors
Michigan
$6K – – –
SSB
488
Sandy Spring Bank
Maryland
$6K – – –
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
GRP
490
Global Retirement Partners
California
$6K +$6K +87 New
GBT
491
Grove Bank & Trust
Florida
$5K +$5K +75 New
KT
492
Kanaly Trust
Texas
$4K -$140 -2 -3%
Loomis, Sayles & Company
493
Loomis, Sayles & Company
Massachusetts
$4K – – –
PCP
494
Proficio Capital Partners
Massachusetts
$4K +$3K +51 +300%
SWA
495
Sutton Wealth Advisors
Florida
$3.48K – – –
BBHC
496
Brown Brothers Harriman & Co
New York
$3K -$23.4K -375 -89%
CHC
497
City Holding Co
West Virginia
$3K – – –
ATC
498
Adirondack Trust Company
New York
$3K – – –
HR
499
Howe & Rusling
New York
$3K +$333 +6 +13%
AAP
500
Arax Advisory Partners
Colorado
$3K +$3K +44 New
18 19
20
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