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Equity Residential
EQR

Overview Fund Activity

519 hedge funds and large institutions have $23.9B invested in Equity Residential in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+19
Holders Change %
+3.8%
% of All Funds
13.87%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
63
Increased
185
Reduced
171
Closed
38
Calls
$41.2M
Puts
$41.5M
Net Calls
-$353K
Net Calls Change
-$19.6M

Top Buyers

1
SCRM
Security Capital Research & Management
Illinois
+$229M
2
EVM
Eaton Vance Management
Massachusetts
+$178M
3
LPC
Long Pond Capital
New York
+$109M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$107M
5
Invesco
Invesco
Georgia
+$105M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$779M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$479M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$449M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
501
Penserra Capital Management
California
$10K +$4.08K +60 +69%
TIM
502
Tortoise Investment Management
New York
$10K +$10K +150 New
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
PMFA
504
Plante Moran Financial Advisors
Michigan
$7K – – –
NYLT
505
New York Life Trust
New York
$7K +$7K +96 New
EFSCE
506
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
SSB
507
Sandy Spring Bank
Maryland
$6K – – –
HR
508
Howe & Rusling
New York
$5K +$352 +5 +8%
SWA
509
Sutton Wealth Advisors
Florida
$4.96K – – –
Loomis, Sayles & Company
510
Loomis, Sayles & Company
Massachusetts
$4K -$848K -12,939 -100%
CHC
511
City Holding Co
West Virginia
$4K – – –
FAM
512
Fred Alger Management
New York
$4K +$4K +56 New
S
513
SignatureFD
Georgia
$3K -$333 -5 -10%
ATC
514
Adirondack Trust Company
New York
$3K – – –
PFBT
515
Parkside Financial Bank & Trust
Missouri
$2K -$1.83K -33 -48%
KT
516
Kanaly Trust
Texas
$2K -$1.14K -16 -36%
HCM
517
Herndon Capital Management
Georgia
$2K +$2K +34 New
VCM
518
Vigilant Capital Management
Maine
$2K +$2K +35 New
CA
519
Commerzbank Aktiengesellschaft
Germany
$1.21K -$283 -4,108 -19%
PCP
520
Proficio Capital Partners
Massachusetts
$1K -$4.65K -79 -82%
TWA
521
TCI Wealth Advisors
Arizona
$1K – – –
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
BAMCO Inc
523
BAMCO Inc
New York
– -$35.6M -474,649 Closed
BA
524
Boston Advisors
Massachusetts
– -$10.3M -137,758 Closed
MHI
525
Miller Howard Investments
New York
– -$9.93M -132,300 Closed
19 20
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