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Equity Residential

570 hedge funds and large institutions have $20.3B invested in Equity Residential in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 201 increasing their positions, 203 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+17
Holders Change %
+3.07%
% of All Funds
11.72%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.27%
New
79
Increased
201
Reduced
203
Closed
57
Calls
$160M
Puts
$42.1M
Net Calls
+$118M
Net Calls Change
+$83.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
501
First Personal Financial Services
North Carolina
$29K
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$26K +$21.7K +363 +504%
WT
503
Washington Trust
Rhode Island
$25K -$14.5K -250 -37%
CFB
504
Cullen/Frost Bankers
Texas
$24K
BFC
505
Bedel Financial Consulting
Indiana
$24K
ZB
506
Zions Bancorporation
Utah
$21K +$1.11K +19 +6%
FWM
507
Focused Wealth Management
New York
$18K
SCM
508
Silvant Capital Management
Georgia
$18K
RA
509
Rational Advisors
New York
$17K -$466K -7,710 -96%
BWM
510
BerganKDV Wealth Management
Minnesota
$16K +$8.09K +134 +102%
TPCW
511
TD Private Client Wealth
New York
$15.5K +$1.24K +21 +9%
PFBT
512
Parkside Financial Bank & Trust
Missouri
$15K -$10.7K -186 -42%
SSB
513
Sandy Spring Bank
Maryland
$15K
GT
514
Glenmede Trust
Pennsylvania
$14K -$9.87K -172 -41%
SIM
515
Sonora Investment Management
Arizona
$14K
PA
516
Procyon Advisors
Connecticut
$13K
HIA
517
Harbor Investment Advisory
Maryland
$13K +$793 +13 +7%
TFO
518
Tarbox Family Office
California
$13K +$3.28K +57 +34%
H
519
Hexavest
Quebec, Canada
$12K -$158K -2,766 -93%
LC
520
Lindbrook Capital
California
$12K -$4.71K -82 -28%
SLF
521
Sun Life Financial
Ontario, Canada
$12K -$230 -4 -2%
TL
522
TrueWealth LLC
Georgia
$12K
M
523
Mirova
France
$12K
GWM
524
Geneos Wealth Management
Colorado
$12K
RE
525
RBC Europe
United Kingdom
$11.8K