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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
526
Boyd Watterson Asset Management
Ohio
$36.7K
WBC
527
West Branch Capital
Massachusetts
$36.7K
CG
528
Cutler Group
California
$36K +$23.5K +407 +207%
Loomis, Sayles & Company
529
Loomis, Sayles & Company
Massachusetts
$35K -$6.31K -109 -16%
AF
530
Advisornet Financial
Minnesota
$34.1K +$32.2K +557 New
VAMG
531
Voisard Asset Management Group
Michigan
$32.7K +$31K +535 New
FA
532
Financial Avengers
California
$31.5K +$347 +6 +1%
SIC
533
Salem Investment Counselors
North Carolina
$30.9K
TPCW
534
TD Private Client Wealth
New York
$30.6K +$21.9K +378 +310%
FGAM
535
Financial Gravity Asset Management
Texas
$30.5K +$5.03K +87 +19%
AF
536
Allworth Financial
California
$29.9K +$15.4K +267 +121%
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$29.5K -$25.8K -446 -48%
BGAI
538
Bruce G. Allen Investments
Colorado
$27.8K +$26.3K +454 New
HCM
539
Hollencrest Capital Management
California
$27.1K +$289 +5 +1%
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$26.8K -$13.1K -227 -34%
GWS
541
Glassman Wealth Services
Virginia
$26.7K -$20K -346 -44%
Group One Trading
542
Group One Trading
Illinois
$26.2K +$24.8K +429 New
DMBA
543
Deseret Mutual Benefit Administrators
Utah
$24.8K -$7.17K -124 -23%
AA
544
Ancora Advisors
Ohio
$24.5K
CTC
545
Central Trust Company
Missouri
$24.5K
CFB
546
Cullen/Frost Bankers
Texas
$24.5K
IPW
547
Impact Partnership Wealth
Georgia
$22.1K -$371K -6,416 -95%
SWM
548
Spire Wealth Management
Virginia
$21.8K -$752 -13 -3%
DI
549
DAGCO Inc
Ohio
$21.7K +$20.5K +355 New
DWS
550
Dynamic Wealth Strategies
California
$21.7K +$20.5K +355 New