Equity Residential
500 hedge funds and large institutions have $21.2B invested in Equity Residential in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 200 reducing their positions, and 43 closing their positions.
12% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 43
1% less funds holding
Funds holding: 505 → 500 (-5)
8% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 200
2.48% less ownership
Funds ownership: 95.4% → 92.91% (-2.5%)
5% less capital invested
Capital invested by funds: $22.4B → $21.2B (-$1.23B)
18% less funds holding in top 10
Funds holding in top 10: 22 → 18 (-4)
27% less call options, than puts
Call options by funds: $44.8M | Put options by funds: $61.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.03B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$101M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$90M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$71.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$66.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$288M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$227M |
| 3 |
Cohen & Steers
New York
|
-$124M |
| 4 |
Morgan Stanley
New York
|
-$105M |
| 5 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$79.4M |
EQR Hedge Fund Activity: Q1 2017 in Review
500 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2017, worth a combined $21.2B — down 5.5% from $22.4B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new EQR positions and 43 closed out — a net gain of 5 holders — while 184 added to existing stakes and 200 trimmed.
The largest buyer was BlackRock, adding an estimated $2.03B. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $288M.
- 500 institutional investors held Equity Residential (EQR) as of Q1 2017, down from 505 in Q4 2016.
- Funds reported $21.2B of Equity Residential stock for Q1 2017, down 5.5% quarter-over-quarter.
- 48 funds opened new Equity Residential positions in Q1 2017 and 43 closed out, a net change of +5 holders.
- The largest Equity Residential buyer in Q1 2017 was BlackRock, an estimated $2.03B added.
- The largest Equity Residential seller in Q1 2017 was CBRE Investment Management Listed Real Assets, an estimated $288M sold.
Based on aggregated 13F filings for Q1 2017.