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Equity Residential

653 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $27.7B → $31.1B (+$3.44B)

10% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 204

10% more funds holding

Funds holding: 595653 (+58)

0.32% more ownership

Funds ownership: 91.49%91.81% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.5M

Holders
653
Holders Change
+58
Holders Change %
+9.75%
% of All Funds
10.05%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
225
Reduced
204
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
526
Delta Asset Management
Tennessee
$127K
WTC
527
WhitTier Trust Company
Nevada
$127K
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K +$79K +918 +213%
SPIA
529
Steward Partners Investment Advisory
New York
$120K +$44.5K +517 +64%
FPWM
530
FSB Premier Wealth Management
Iowa
$120K +$115K +1,332 New
Jones Financial Companies
531
Jones Financial Companies
Missouri
$114K -$1.38K -16 -1%
T
532
TOBAM
France
$114K
ST
533
Smithfield Trust
Pennsylvania
$113K
MA
534
Montag & Associates
Georgia
$110K
MCM
535
Manchester Capital Management
Vermont
$109K
LB
536
Legacy Bridge
Iowa
$107K
PFBT
537
Parkside Financial Bank & Trust
Missouri
$105K +$56.3K +655 +130%
FMP
538
Financial Management Professionals
Texas
$102K -$6.37K -74 -6%
ARMC
539
American Research & Management Company
Massachusetts
$97K
NIM
540
NuWave Investment Management
New Jersey
$81K -$46.1K -536 -37%
CFGS
541
Concourse Financial Group Securities
Alabama
$81K -$172 -2 -0.2%
FCFS
542
First Command Financial Services
Texas
$81K
TCM
543
Tradewinds Capital Management
Washington
$78K
Northwestern Mutual Wealth Management
544
Northwestern Mutual Wealth Management
Wisconsin
$74K +$30.8K +358 +80%
FCB
545
First Command Bank
Texas
$73K
CA
546
Clearstead Advisors
Ohio
$64K -$7.23K -84 -11%
MC
547
Muzinich & Co
New York
$63K
GWM
548
Geneos Wealth Management
Colorado
$61K +$34.4K +400 +145%
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$57K +$54K +628 New
FAG
550
Fortitude Advisory Group
Washington
$56K +$52.8K +614 New