Equity Residential
501 hedge funds and large institutions have $23B invested in Equity Residential in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 189 reducing their positions, and 35 closing their positions.
99% more call options, than puts
Call options by funds: $48.8M | Put options by funds: $24.5M
2.99% more ownership
Funds ownership: 92.03% → 95.02% (+3%)
3% more capital invested
Capital invested by funds: $22.2B → $23B (+$767M)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
7% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 189
9% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 35
2% less funds holding
Funds holding: 510 → 501 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$509M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$275M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$201M |
| 4 |
JP Morgan Chase
New York
|
+$129M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$156M |
| 2 |
Bank of New York Mellon
New York
|
-$105M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$99.9M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$87.7M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$75.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAAS
526
First Allied Advisory Services
San Diego,
California
| – | -$236K | -3,629 | Closed |
|
|
DTL
527
Dynamic Technology Lab
Singapore
| – | -$235K | -3,558 | Closed |
|
|
PI
528
PineBridge Investments
New York
| – | -$209K | -3,170 | Closed |
|
|
DADC
529
D.A. Davidson & Co
Great Falls,
Montana
| – | -$123K | -1,873 | Closed |
|
530
Simplex Trading
Chicago,
Illinois
| – | -$96.3K | -1,438 | Closed |
|
531
DZ Bank
Frankfurt Am Main,
Germany
| – | -$45K | -689 | Closed |
|
|
FWM
532
Focused Wealth Management
Newburgh,
New York
| – | -$20K | -298 | Closed |
|
533
Parallax Volatility Advisers
San Francisco,
California
| – | -$19K | -296 | Closed |
|
534
Lazard Asset Management
New York
| – | -$19K | -289 | Closed |
|
|
NFG
535
Next Financial Group
Houston,
Texas
| – | -$16K | -250 | Closed |
|
|
FC
536
Ferris Capital
Marlborough,
Massachusetts
| – | -$9K | -139 | Closed |
|
|
FAM
537
Fred Alger Management
New York
| – | -$8K | -129 | Closed |
|
EQR Hedge Fund Activity: Q3 2017 in Review
501 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2017, worth a combined $23B — up 3.4% from $22.2B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of EQR and 32 opened new positions — a net loss of 3 holders — while 189 trimmed existing stakes and 176 added.
The largest buyer was Cohen & Steers, adding an estimated $509M. The largest seller was Citadel Advisors, cutting an estimated $156M.
- 501 institutional investors held Equity Residential (EQR) as of Q3 2017, down from 510 in Q2 2017.
- Funds reported $23B of Equity Residential stock for Q3 2017, up 3.4% quarter-over-quarter.
- 32 funds opened new Equity Residential positions in Q3 2017 and 35 closed out, a net change of -3 holders.
- The largest Equity Residential buyer in Q3 2017 was Cohen & Steers, an estimated $509M added.
- The largest Equity Residential seller in Q3 2017 was Citadel Advisors, an estimated $156M sold.
Based on aggregated 13F filings for Q3 2017.