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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
FIM
551
Freedom Investment Management
Connecticut
-$295K -4,789 Closed
LP
552
LMR Partners
United Kingdom
-$299K -4,687 Closed
B
553
Barings
North Carolina
-$262K -4,257 Closed
LOAMS
554
Lombard Odier Asset Management (Switzerland)
Switzerland
-$253K -4,113 Closed
ST
555
Sabal Trust
Florida
-$230K -3,740 Closed
Credit Agricole
556
Credit Agricole
France
-$163K -2,642 Closed
IIC
557
Integrated Investment Consultants
Michigan
-$128K -2,080 Closed
CFA
558
Carroll Financial Associates
North Carolina
-$34K -556 Closed
SWP
559
Stratos Wealth Partners
Ohio
-$30K -494 Closed
BFEC
560
Benjamin F. Edwards & Company
Missouri
-$26K -426 Closed
CIP
561
Convergence Investment Partners
Florida
-$26K -421 Closed
IWM
562
IHT Wealth Management
Illinois
-$18K -287 Closed
PMFA
563
Plante Moran Financial Advisors
Michigan
-$6K -100 Closed
APP
564
Avantax Planning Partners
Iowa
-$2K -34 Closed
AWA
565
Acorn Wealth Advisors
Michigan
-$1K -18 Closed
FCAG
566
First Capital Advisors Group
New Jersey
-$1K -12 Closed
AWM
567
Avior Wealth Management
Nebraska
-$1K -11 Closed
FHA
568
Flagship Harbor Advisors
Massachusetts
+$935 +15 New

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.