Equity Residential
497 hedge funds and large institutions have $28.8B invested in Equity Residential in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 182 reducing their positions, and 38 closing their positions.
45% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 38
11% more call options, than puts
Call options by funds: $26.5M | Put options by funds: $23.9M
9% more capital invested
Capital invested by funds: $26.6B → $28.8B (+$2.28B)
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
3% more funds holding
Funds holding: 484 → 497 (+13)
0.26% less ownership
Funds ownership: 98.25% → 97.99% (-0.26%)
14% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$140M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$118M |
| 3 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$104M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$97.9M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$79.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$303M |
| 2 |
Morgan Stanley
New York
|
-$104M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$82.6M |
| 4 |
O
OppenheimerFunds
New York
|
-$50.4M |
| 5 |
Millennium Management
New York
|
-$47.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWA
526
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$150K | -2,000 | Closed |
|
527
Nomura Holdings
Tokyo,
Japan
| – | -$85K | -1,149 | Closed |
|
|
WAM
528
Wolverine Asset Management
Chicago,
Illinois
| – | -$55K | -733 | Closed |
|
|
SHJ
529
Sharkey, Howes & Javer
Denver,
Colorado
| – | -$43K | -610 | Closed |
|
|
TRCT
530
Tower Research Capital (TRC)
New York
| – | -$39K | -514 | Closed |
|
|
FNYS
531
First New York Securities
New York
| – | -$24.9K | -331 | Closed |
|
|
SIM
532
Sonora Investment Management
Tucson,
Arizona
| – | -$13K | -186 | Closed |
|
533
Bessemer Group
Woodbridge,
New Jersey
| – | -$7K | -95 | Closed |
|
|
VIA
534
Vident Investment Advisory
Alpharetta,
Georgia
| – | -$5K | -65 | Closed |
|
|
JFGIW
535
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$2K | -32 | Closed |
|
|
RPG
536
Risk Paradigm Group
Austin,
Texas
| – | -$2.18K | -29 | Closed |
|
537
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -23 | Closed |
|
EQR Hedge Fund Activity: Q4 2015 in Review
497 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2015, worth a combined $28.8B — up 8.6% from $26.6B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new EQR positions and 38 closed out — a net gain of 17 holders — while 157 added to existing stakes and 182 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $140M. The largest seller was Cohen & Steers, cutting an estimated $303M.
- 497 institutional investors held Equity Residential (EQR) as of Q4 2015, up from 484 in Q3 2015.
- Funds reported $28.8B of Equity Residential stock for Q4 2015, up 8.6% quarter-over-quarter.
- 55 funds opened new Equity Residential positions in Q4 2015 and 38 closed out, a net change of +17 holders.
- The largest Equity Residential buyer in Q4 2015 was Fidelity Investments, an estimated $140M added.
- The largest Equity Residential seller in Q4 2015 was Cohen & Steers, an estimated $303M sold.
Based on aggregated 13F filings for Q4 2015.