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Equity Residential

653 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $27.7B → $31.1B (+$3.44B)

10% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 204

10% more funds holding

Funds holding: 595653 (+58)

0.32% more ownership

Funds ownership: 91.49%91.81% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.5M

Holders
653
Holders Change
+58
Holders Change %
+9.75%
% of All Funds
10.05%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
225
Reduced
204
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
TNB
501
Thomasville National Bank
Georgia
$222K +$211K +2,450 New
WA
502
Winfield Associates
Ohio
$221K +$211K +2,447 New
CCM
503
Carlson Capital Management
Minnesota
$219K +$208K +2,418 New
CIM
504
Cambria Investment Management
California
$217K +$206K +2,400 New
CWM
505
Centric Wealth Management
Illinois
$216K +$205K +2,385 New
MCM
506
MAI Capital Management
Ohio
$212K +$201K +2,342 New
NWM
507
NEIRG Wealth Management
Massachusetts
$212K +$202K +2,346 New
EN1L
508
Engine No 1 LLC
California
$211K +$201K +2,333 New
CGL
509
Clarius Group LLC
Washington
$210K +$199K +2,319 New
FA
510
FDx Advisors
Illinois
$207K +$196K +2,284 New
PL
511
Plancorp LLC
Missouri
$203K -$21.1K -245 -10%
CWM
512
Cabot Wealth Management
Massachusetts
$203K +$193K +2,244 New
SIA
513
Schechter Investment Advisors
Michigan
$203K +$193K +2,244 New
SCM
514
Shelton Capital Management
Colorado
$202K +$192K +2,236 New
BCM
515
BTR Capital Management
California
$201K +$191K +2,226 New
RMCM
516
Reynders McVeigh Capital Management
Massachusetts
$200K +$190K +2,210 New
AAM
517
Advisors Asset Management
Colorado
$194K -$39.7K -462 -18%
OIA
518
Optimum Investment Advisors
Illinois
$181K
M
519
MOTCO
Texas
$171K -$172 -2 -0.1%
KFP
520
KB Financial Partners
New Jersey
$165K +$157K +1,824 New
QCG
521
Quadrant Capital Group
Ohio
$159K +$20K +232 +15%
SCA
522
Snowden Capital Advisors
New York
$142K -$119K -1,388 -47%
SOW
523
State of Wyoming
Wyoming
$140K +$18.8K +219 +17%
DMBA
524
Deseret Mutual Benefit Administrators
Utah
$136K
Lazard Asset Management
525
Lazard Asset Management
New York
$129K +$8K +93 +7%