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Equity Residential

530 hedge funds and large institutions have $21.6B invested in Equity Residential in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $79M | Put options by funds: $25.7M

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

4% more funds holding

Funds holding: 509530 (+21)

0% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$29.3M)

3.23% less ownership

Funds ownership: 95.52%92.28% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
530
Holders Change
+21
Holders Change %
+4.13%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
61
Increased
165
Reduced
203
Closed
35
Calls
$79M
Puts
$25.7M
Net Calls
+$53.3M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
526
Transamerica Financial Advisors
Florida
$1K -$561 -9 -75%
DBT
527
Dubuque Bank & Trust
Iowa
$1K
VCM
528
Versant Capital Management
Arizona
$1K
TWA
529
TCI Wealth Advisors
Arizona
$1K +$249 +4 +22%
NIM
530
NuWave Investment Management
New Jersey
$1K +$1.12K +18 New
MSA
531
Marino Stram & Associates
Massachusetts
$1K +$1.31K +21 New
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$892 +$872 +14 New
FRA
533
Front Row Advisors
California
$2 -$62 -1 -3%
CIM
534
Centersquare Investment Management
Pennsylvania
-$37.7M -612,473 Closed
TG
535
TCW Group
California
-$13.9M -224,947 Closed
VCM
536
V3 Capital Management
Texas
-$13.1M -213,250 Closed
WCP
537
Waterfront Capital Partners
New York
-$9.82M -159,447 Closed
DA
538
Denali Advisors
California
-$6.26M -101,600 Closed
IOOF
539
Independent Order of Foresters
Ontario, Canada
-$3.98M -64,615 Closed
AWCI
540
Alpine Woods Capital Investors
New York
-$3.97M -64,360 Closed
Nomura Holdings
541
Nomura Holdings
Japan
-$2.72K -44,172 Closed
Renaissance Technologies
542
Renaissance Technologies
New York
-$2.54M -41,300 Closed
CG
543
Colony Group
Massachusetts
-$1.28M -20,848 Closed
CM
544
Crestline Management
Texas
-$841K -13,648 Closed
Holocene Advisors
545
Holocene Advisors
New York
-$596K -9,676 Closed
FA
546
FDx Advisors
Illinois
-$531K -8,614 Closed
LCM
547
Landscape Capital Management
New Jersey
-$493K -8,000 Closed
ACM
548
Alethea Capital Management
Washington
-$459K -7,450 Closed
Janney Montgomery Scott
549
Janney Montgomery Scott
Pennsylvania
-$363K -5,889 Closed
NFA
550
Nuveen Fund Advisors
Illinois
-$354K -5,743 Closed

EQR Hedge Fund Activity: Q2 2018 in Review

530 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2018, worth a combined $21.6B — down 0.14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EQR positions and 35 closed out — a net gain of 26 holders — while 165 added to existing stakes and 203 trimmed.

The largest buyer was Norges Bank, adding an estimated $579M. The largest seller was Cohen & Steers, cutting an estimated $553M.

  • 530 institutional investors held Equity Residential (EQR) as of Q2 2018, up from 509 in Q1 2018.
  • Funds reported $21.6B of Equity Residential stock for Q2 2018, down 0.14% quarter-over-quarter.
  • 61 funds opened new Equity Residential positions in Q2 2018 and 35 closed out, a net change of +26 holders.
  • The largest Equity Residential buyer in Q2 2018 was Norges Bank, an estimated $579M added.
  • The largest Equity Residential seller in Q2 2018 was Cohen & Steers, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.