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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
476
Rothschild Investment LLC
Illinois
$166K +$157K +2,721 New
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$156K -$59K -1,020 -29%
BAMF
478
BI Asset Management Fondsmaeglerselskab
Denmark
$151K -$226K -3,914 -61%
Bessemer Group
479
Bessemer Group
New Jersey
$147K -$71.9K -1,242 -34%
T
480
TOBAM
France
$140K -$43.7K -755 -25%
HPC
481
HM Payson & Co
Maine
$133K
M
482
MOTCO
Texas
$130K
NSIM
483
North Star Investment Management
Illinois
$128K -$12.2K -211 -9%
Federated Hermes
484
Federated Hermes
Pennsylvania
$125K +$8.04K +139 +7%
S
485
SignatureFD
Georgia
$122K -$95.7K -1,654 -45%
OIA
486
Optimum Investment Advisors
Illinois
$122K
GEA
487
Glen Eagle Advisors
New Jersey
$121K
CAS
488
Coppell Advisory Solutions
Texas
$115K -$1.45K -25 -1%
BEI
489
Benjamin Edwards Inc
Missouri
$101K -$299K -5,174 -76%
C
490
Covestor
United Kingdom
$101K +$405 +7 +0.4%
PA
491
Parallel Advisors
California
$100K -$45.9K -793 -33%
WT
492
Whittier Trust
California
$99.4K -$50K -865 -35%
TF
493
Tompkins Financial
New York
$97.9K
FFA
494
Farther Finance Advisors
California
$89.9K +$12.4K +215 +17%
WTC
495
WhitTier Trust Company
Nevada
$86.5K
Lazard Asset Management
496
Lazard Asset Management
New York
$84K -$28.8K -497 -27%
First Manhattan
497
First Manhattan
New York
$78.5K
DAM
498
Delta Asset Management
Tennessee
$78.3K
MCM
499
Manchester Capital Management
Vermont
$78K +$1.74K +30 +2%
MC
500
Muzinich & Co
New York
$76.8K