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Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
476
Washington Trust
Rhode Island
$25K
CWC
477
Carolinas Wealth Consulting
North Carolina
$24K -$1.81K -32 -7%
CFB
478
Cullen/Frost Bankers
Texas
$24K -$904 -16 -4%
BFC
479
Bedel Financial Consulting
Indiana
$24K
CTC
480
Central Trust Company
Missouri
$24K
AA
481
Ancora Advisors
Ohio
$24K +$22.6K +400 New
PWM
482
Perigon Wealth Management
California
$24K +$23K +407 New
TFIPS
483
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.1K +$22K +390 New
CFA
484
Carroll Financial Associates
North Carolina
$21K
PO
485
Private Ocean
California
$21K
IAIM
486
International Assets Investment Management
Florida
$21K +$20.3K +359 New
ECM
487
Estabrook Capital Management
New York
$20.7K
GWM
488
Geneos Wealth Management
Colorado
$19K
SCM
489
Silvant Capital Management
Georgia
$19K
FWM
490
Focused Wealth Management
New York
$18K
GWS
491
Glassman Wealth Services
Virginia
$18K +$13.4K +238 +366%
MA
492
MCF Advisors
Kentucky
$16K +$15.7K +278 New
SSB
493
Sandy Spring Bank
Maryland
$15K
SWA
494
SOA Wealth Advisors
New York
$15K +$13.2K +233 New
EA
495
Elm Advisors
California
$15K +$13.8K +245 New
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$14.1K +250 New
SIM
497
Sonora Investment Management
Arizona
$14K
AFS
498
Annapolis Financial Services
Maryland
$14K +$13.2K +233 New
HIA
499
Harbor Investment Advisory
Maryland
$13K
BAM
500
Bellevue Asset Management
Washington
$13K +$1.3K +23 +12%

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.