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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
501
Smithfield Trust
Pennsylvania
$76K
MA
502
Montag & Associates
Georgia
$74.9K
AA
503
Alta Advisers
United Kingdom
$73.4K
QCG
504
Quadrant Capital Group
Ohio
$72.4K -$52.2K -903 -43%
SWS
505
SYSTM Wealth Solutions
Illinois
$71.8K +$67.6K +1,169 New
LS
506
Livforsakringsbolaget Skandia
Sweden
$71.3K +$36.7K +635 +122%
BWP
507
Baldwin Wealth Partners
Massachusetts
$70K +$16.8K +291 +34%
PFBT
508
Parkside Financial Bank & Trust
Missouri
$66.1K +$5.38K +93 +9%
FIA
509
FNY Investment Advisers
New York
$64K -$82.7K -1,430 -58%
BC
510
Bartlett & Co
Ohio
$63K
BCWM
511
Bartlett & Co Wealth Management
Ohio
$62.9K
PS
512
Planned Solutions
California
$61.2K +$57.9K +1,000 New
M
513
Mirova
France
$59.4K -$3.36K -58 -6%
FCAS
514
First Command Advisory Services
Texas
$55K
BMC
515
Bear Mountain Capital
Washington
$54.7K +$51.5K +890 New
RIM
516
Rakuten Investment Management
Japan
$54.1K +$50K +865 New
TFIPS
517
Towarzystwo Funduszy Inwestycyjnych PZU SA
$53.8K +$50.9K +880 New
BTI
518
Blue Trust Inc
Georgia
$52K +$40.3K +696 +376%
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.8K
PS
520
Principal Securities
Iowa
$49K +$46.4K +802 New
LB
521
Legacy Bridge
Iowa
$45.1K -$25.6K -442 -37%
LC
522
Lindbrook Capital
California
$43.8K +$24.5K +423 +144%
EWA
523
EverSource Wealth Advisors
Alabama
$41.6K -$11.2K -193 -22%
KLWA
524
Kelly Lawrence W & Associates
California
$41.3K
LSA
525
Leonteq Securities AG
Switzerland
$39.8K -$1.27K -22 -3%