We are live on ! Find out more
EQR icon

Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
526
Concord Wealth Partners
Virginia
$4K +$3.9K +69 New
PWMG
527
Prestige Wealth Management Group
New Jersey
$3K -$15.7K -277 -85%
ATC
528
Adirondack Trust Company
New York
$3K
BWM
529
Baystate Wealth Management
Massachusetts
$3K
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$3K
LAS
531
Lloyd Advisory Services
Georgia
$3K
HR
532
Howe & Rusling
New York
$3K +$622 +11 +30%
VCM
533
Versant Capital Management
Arizona
$3K +$1.64K +29 +132%
SWA
534
Sutton Wealth Advisors
Florida
$2.61K -$3.56K -63 -59%
IFAM
535
Institutional & Family Asset Management
Colorado
$2K -$565 -10 -24%
GRP
536
Global Retirement Partners
California
$2K
SFSIG
537
San Francisco Sentry Investment Group
California
$2K
SFO
538
Standard Family Office
South Dakota
$2K +$1.64K +29 New
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.92K +34 New
TWA
540
TCI Wealth Advisors
Arizona
$1K -$791 -14 -61%
EW
541
Evoke Wealth
California
$1K -$170 -3 -16%
CCA
542
Column Capital Advisors
Indiana
$1K
PCG
543
Private Capital Group
Connecticut
$1K
EWM
544
Edge Wealth Management
New York
$1K +$226 +4 New
ONST
545
Old North State Trust
North Carolina
$1K +$1.13K +20 New
Capital Research Global Investors
546
Capital Research Global Investors
California
-$198M -3,855,199 Closed
Voloridge Investment Management
547
Voloridge Investment Management
Florida
-$44.6M -868,101 Closed
JAM
548
Jupiter Asset Management
United Kingdom
-$18.2M -355,209 Closed
Man Group
549
Man Group
United Kingdom
-$12.2M -238,488 Closed
Balyasny Asset Management
550
Balyasny Asset Management
Illinois
-$11.5M -223,493 Closed

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.