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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
476
Montag & Associates
Georgia
$72.4K
AA
477
Alta Advisers
United Kingdom
$71K
MCM
478
Manchester Capital Management
Vermont
$70.9K
LB
479
Legacy Bridge
Iowa
$69.6K
MC
480
Muzinich & Co
New York
$65.3K +$26K +415 +60%
BCWM
481
Bartlett & Co Wealth Management
Ohio
$60K
BC
482
Bartlett & Co
Ohio
$60K
RFA
483
Resurgent Financial Advisors
Georgia
$57.3K +$60.8K +972 New
BWP
484
Baldwin Wealth Partners
Massachusetts
$56.3K +$52.2K +834 +695%
PFBT
485
Parkside Financial Bank & Trust
Missouri
$54.6K -$1.88K -30 -3%
Jones Financial Companies
486
Jones Financial Companies
Missouri
$54K -$44.7K -714 -44%
CJL
487
Cyrus J. Lawrence
New York
$54K
Northwestern Mutual Wealth Management
488
Northwestern Mutual Wealth Management
Wisconsin
$54K -$17.6K -282 -24%
FCB
489
First Command Bank
Texas
$53K
FCFS
490
First Command Financial Services
Texas
$53K
PP
491
Paloma Partners
Connecticut
$48.2K +$51.1K +817 New
Lazard Asset Management
492
Lazard Asset Management
New York
$46K -$268K -4,278 -85%
IA
493
IFP Advisors
Florida
$41K -$6.45K -103 -13%
EWA
494
EverSource Wealth Advisors
Alabama
$40.4K +$17.2K +275 +67%
TFS
495
TrustCore Financial Services
Tennessee
$36.3K +$5.32K +85 +16%
WBC
496
West Branch Capital
Massachusetts
$35.4K
BWAM
497
Boyd Watterson Asset Management
Ohio
$35.4K +$37.5K +600 New
DMBA
498
Deseret Mutual Benefit Administrators
Utah
$32.3K -$28K -448 -45%
SSG
499
Summit Securities Group
New York
$32K -$396K -6,327 -92%
LS
500
Livforsakringsbolaget Skandia
Sweden
$31K

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.