Equity Residential
677 hedge funds and large institutions have $26.1B invested in Equity Residential in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 259 increasing their positions, 228 reducing their positions, and 54 closing their positions.
79% more call options, than puts
Call options by funds: $36.3M | Put options by funds: $20.3M
56% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 54
14% more repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 228
7% more capital invested
Capital invested by funds: $24.3B → $26.1B (+$1.76B)
4% more funds holding
Funds holding: 652 → 677 (+25)
0.28% less ownership
Funds ownership: 92.7% → 92.43% (-0.28%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| 1 |
UBS AM
Chicago,
Illinois
|
+$274M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
+$132M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$126M |
| 4 |
BlackRock
New York
|
+$49.3M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$42.7M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$416M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$171M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$122M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$93.5M |
| 5 |
BAMCO Inc
New York
|
-$52.6M |
EQR Hedge Fund Activity: Q3 2024 in Review
677 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2024, worth a combined $26.1B — up 7.2% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new EQR positions and 54 closed out — a net gain of 30 holders — while 259 added to existing stakes and 228 trimmed.
The largest buyer was UBS AM, adding an estimated $274M. The largest seller was JP Morgan Chase, cutting an estimated $416M.
- 677 institutional investors held Equity Residential (EQR) as of Q3 2024, up from 652 in Q2 2024.
- Funds reported $26.1B of Equity Residential stock for Q3 2024, up 7.2% quarter-over-quarter.
- 84 funds opened new Equity Residential positions in Q3 2024 and 54 closed out, a net change of +30 holders.
- The largest Equity Residential buyer in Q3 2024 was UBS AM, an estimated $274M added.
- The largest Equity Residential seller in Q3 2024 was JP Morgan Chase, an estimated $416M sold.
Based on aggregated 13F filings for Q3 2024.