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Equity Residential

544 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $18M | Put options by funds: $9.33M

40% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 57

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

3% more funds holding

Funds holding: 527544 (+17)

0.47% more ownership

Funds ownership: 92.34%92.81% (+0.47%)

0% more capital invested

Capital invested by funds: $22.5B → $22.5B (+$4.87M)

1% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 183

Holders
544
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
12.12%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
80
Increased
182
Reduced
183
Closed
57
Calls
$18M
Puts
$9.33M
Net Calls
+$8.71M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
501
BerganKDV Wealth Management
Minnesota
$11K
FCA
502
FinTrust Capital Advisors
South Carolina
$11K
TFO
503
Tarbox Family Office
California
$11K
VEA
504
Virtus ETF Advisers
New York
$11K +$10.7K +160 New
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$10K
AssetMark Inc
506
AssetMark Inc
California
$9K
CIA
507
CSat Investment Advisory
Michigan
$9K +$1.01K +15 +12%
VNA
508
Valley National Advisers
Pennsylvania
$9K +$8.73K +130 New
SQA
509
Simon Quick Advisors
New Jersey
$9K +$9K +134 New
PWM
510
PRW Wealth Management
Massachusetts
$8K +$7.79K +116 New
FC
511
Ferris Capital
Massachusetts
$7K -$3.49K -52 -32%
PMFA
512
Plante Moran Financial Advisors
Michigan
$7K +$6.92K +103 New
MOS
513
MGO One Seven
Ohio
$7K +$8.13K +121 New
SFSIG
514
San Francisco Sentry Investment Group
California
$6K -$537 -8 -8%
BL
515
Balentine LLC
Georgia
$6K +$5.71K +85 New
WANY
516
Wealthspire Advisors (New York)
New York
$6K +$6.31K +94 New
CFGS
517
Concourse Financial Group Securities
Alabama
$5K +$5.44K +81 New
BCA
518
Berman Capital Advisors
Georgia
$5K +$6.25K +93 New
EFSCE
519
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
OIA
520
OneDigital Investment Advisors
Kansas
$4K
PWMG
521
Prestige Wealth Management Group
New Jersey
$4K +$3.76K +56 New
WCM
522
WealthBridge Capital Management
Ohio
$4K +$4.03K +60 New
SWA
523
Sutton Wealth Advisors
Florida
$3.76K
ATC
524
Adirondack Trust Company
New York
$3K
BWM
525
Baystate Wealth Management
Massachusetts
$3K