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Equity Residential

530 hedge funds and large institutions have $21.6B invested in Equity Residential in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $79M | Put options by funds: $25.7M

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

4% more funds holding

Funds holding: 509530 (+21)

0% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$29.3M)

3.23% less ownership

Funds ownership: 95.52%92.28% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
530
Holders Change
+21
Holders Change %
+4.13%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
61
Increased
165
Reduced
203
Closed
35
Calls
$79M
Puts
$25.7M
Net Calls
+$53.3M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
476
Washington Trust
Rhode Island
$22K +$21.7K +349 New
FWM
477
Focused Wealth Management
New York
$19K
GWM
478
Geneos Wealth Management
Colorado
$19K
RFC
479
Regions Financial Corp
Alabama
$19K +$13K +209 +222%
ASN
480
Advisory Services Network
Georgia
$17K -$135K -2,171 -89%
TFS
481
TrustCore Financial Services
Tennessee
$17K
SWM
482
SeaCrest Wealth Management
New York
$17K +$125 +2 +0.8%
AAP
483
Arax Advisory Partners
Colorado
$16K +$2.37K +38 +18%
SIM
484
Sonora Investment Management
Arizona
$15K
EARNEST Partners
485
EARNEST Partners
Georgia
$13K
FMTCOCP
486
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
RE
487
RBC Europe
United Kingdom
$12.7K
WPA
488
West Paces Advisors
Georgia
$11.4K
FC
489
Ferris Capital
Massachusetts
$11K
TFO
490
Tarbox Family Office
California
$11K
BWM
491
BerganKDV Wealth Management
Minnesota
$10K
VIA
492
Vantage Investment Advisors
Pennsylvania
$10K
PFBT
493
Parkside Financial Bank & Trust
Missouri
$10K +$872 +14 +9%
AssetMark Inc
494
AssetMark Inc
California
$9K
FMII
495
Farmers & Merchants Investments Inc
Nebraska
$9K
B
496
Bridgeworth
Alabama
$9K +$9.04K +145 New
FGAM
497
Financial Gravity Asset Management
Texas
$8K -$68.9K -1,105 -90%
PW
498
Price Wealth
Texas
$8K -$2.43K -39 Closed
GAM
499
Gemmer Asset Management
California
$8K
CIBC Private Wealth Group
500
CIBC Private Wealth Group
Georgia
$8K +$3.8K +61 +90%

EQR Hedge Fund Activity: Q2 2018 in Review

530 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2018, worth a combined $21.6B — down 0.14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EQR positions and 35 closed out — a net gain of 26 holders — while 165 added to existing stakes and 203 trimmed.

The largest buyer was Norges Bank, adding an estimated $579M. The largest seller was Cohen & Steers, cutting an estimated $553M.

  • 530 institutional investors held Equity Residential (EQR) as of Q2 2018, up from 509 in Q1 2018.
  • Funds reported $21.6B of Equity Residential stock for Q2 2018, down 0.14% quarter-over-quarter.
  • 61 funds opened new Equity Residential positions in Q2 2018 and 35 closed out, a net change of +26 holders.
  • The largest Equity Residential buyer in Q2 2018 was Norges Bank, an estimated $579M added.
  • The largest Equity Residential seller in Q2 2018 was Cohen & Steers, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.