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Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
501
FourThought Financial
Florida
$13K +$12.7K +225 New
SPIA
502
Steward Partners Investment Advisory
New York
$12K -$35.4K -626 -76%
SLF
503
Sun Life Financial
Ontario, Canada
$12K -$57 -1 -0.5%
H
504
Hexavest
Quebec, Canada
$12K
VFA
505
Valeo Financial Advisors
Indiana
$12K +$11.3K +200 New
RE
506
RBC Europe
United Kingdom
$11.9K
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$11K
TPCW
508
TD Private Client Wealth
New York
$10K -$25.8K -457 -73%
EARNEST Partners
509
EARNEST Partners
Georgia
$10K
PFBT
510
Parkside Financial Bank & Trust
Missouri
$10K +$7.51K +133 +341%
ED
511
Exane Derivatives
France
$9.19K
WPA
512
West Paces Advisors
Georgia
$8.3K -$2.2K -39 -22%
BWM
513
BerganKDV Wealth Management
Minnesota
$8K +$57 +1 +0.7%
AIG
514
American International Group
New York
$7.01K -$221K -3,914 -3%
TFO
515
Tarbox Family Office
California
$7K -$5.48K -97 -46%
TWM
516
Tradition Wealth Management
Minnesota
$7K +$6.67K +118 New
DOA
517
D'Orazio & Associates
Virginia
$6K +$5.65K +100 New
KFI
518
Key Financial Inc
Pennsylvania
$6K +$5.99K +106 New
AIM
519
Anchor Investment Management
South Carolina
$5.93K
EWA
520
Evolution Wealth Advisors
Florida
$5K +$4.41K +78 New
RPWA
521
Regent Peak Wealth Advisors
Georgia
$5K +$4.92K +87 New
APA
522
American Portfolios Advisors
New York
$4.15K +$2.83K +50 +250%
OSAM
523
O'Shaughnessy Asset Management
Connecticut
$4K
LC
524
Lindbrook Capital
California
$4K +$1.13K +20 +41%
PWPS
525
Pinnacle Wealth Planning Services
Ohio
$4K +$3K +53 New

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.