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Equity Residential

520 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

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

4% more funds holding

Funds holding: 501520 (+19)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 171

1% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $41.5M

4.5% less ownership

Funds ownership: 99.69%95.18% (-4.5%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

9% less capital invested

Capital invested by funds: $26.3B → $23.9B (-$2.34B)

Holders
520
Holders Change
+19
Holders Change %
+3.79%
% of All Funds
13.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
501
Vantage Investment Advisors
Pennsylvania
$10K
PCM
502
Penserra Capital Management
California
$10K +$4.13K +60 +69%
TIM
503
Tortoise Investment Management
New York
$10K +$10.3K +150 New
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$7K
PMFA
505
Plante Moran Financial Advisors
Michigan
$7K
NYLT
506
New York Life Trust
New York
$7K +$6.61K +96 New
EFSCE
507
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
SSB
508
Sandy Spring Bank
Maryland
$6K
HR
509
Howe & Rusling
New York
$5K +$344 +5 +8%
SWA
510
Sutton Wealth Advisors
Florida
$4.96K
Loomis, Sayles & Company
511
Loomis, Sayles & Company
Massachusetts
$4K -$890K -12,939 -100%
CHC
512
City Holding Co
West Virginia
$4K
FAM
513
Fred Alger Management
New York
$4K +$3.85K +56 New
S
514
SignatureFD
Georgia
$3K -$344 -5 -10%
ATC
515
Adirondack Trust Company
New York
$3K
PFBT
516
Parkside Financial Bank & Trust
Missouri
$2K -$2.27K -33 -48%
KT
517
Kanaly Trust
Texas
$2K -$1.1K -16 -36%
HCM
518
Herndon Capital Management
Georgia
$2K +$2.34K +34 New
VCM
519
Vigilant Capital Management
Maine
$2K +$2.41K +35 New
CA
520
Commerzbank Aktiengesellschaft
Germany
$1.21K -$283K -4,108 -19%
PCP
521
Proficio Capital Partners
Massachusetts
$1K -$5.43K -79 -82%
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$1K
TWA
523
TCI Wealth Advisors
Arizona
$1K
BAMCO Inc
524
BAMCO Inc
New York
-$35.6M -474,649 Closed
BA
525
Boston Advisors
Massachusetts
-$10.3M -137,758 Closed