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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
ED
551
Exane Derivatives
France
$54.2K +$47.7K +554 +1,231%
WBC
552
West Branch Capital
Massachusetts
$54K
FHA
553
First Horizon Advisors
Tennessee
$53K -$3.7K -43 -7%
TFS
554
TrustCore Financial Services
Tennessee
$48K
SWM
555
Spire Wealth Management
Virginia
$48K +$9.03K +105 +25%
CI
556
Carroll Investors
South Carolina
$47K +$45.6K +530 New
RFA
557
Reilly Financial Advisors
California
$45K
Parallax Volatility Advisers
558
Parallax Volatility Advisers
California
$44K -$1.15M -13,321 -96%
CFD
559
Creative Financial Designs
Indiana
$44K +$41.6K +484 New
FA
560
Financial Avengers
California
$43K +$344 +4 +0.8%
CTC
561
Central Trust Company
Missouri
$39K +$2.41K +28 +7%
GWS
562
Glassman Wealth Services
Virginia
$39K +$4.47K +52 +14%
CFO
563
CVA Family Office
Colorado
$38K +$35.7K +415 New
IA
564
IFP Advisors
Florida
$37K -$42.1K -489 -56%
BFC
565
Bedel Financial Consulting
Indiana
$37K
SSB
566
Sandy Spring Bank
Maryland
$37K
WT
567
Washington Trust
Rhode Island
$36K -$3.18K -37 -9%
AA
568
Ancora Advisors
Ohio
$36K
CFB
569
Cullen/Frost Bankers
Texas
$36K
CFA
570
Carroll Financial Associates
North Carolina
$33K +$860 +10 +3%
DSC
571
Duncker Streett & Co
Missouri
$32K
ECM
572
Estabrook Capital Management
New York
$31.7K
UB
573
UMB Bank
Missouri
$30K +$28.4K +330 New
AF
574
Allworth Financial
California
$29K +$27.7K +322 New
SCM
575
Silvant Capital Management
Georgia
$28K