Equity Residential
595 hedge funds and large institutions have $28.2B invested in Equity Residential in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 193 increasing their positions, 195 reducing their positions, and 56 closing their positions.
299% more call options, than puts
Call options by funds: $74.1M | Put options by funds: $18.6M
70% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 56
5% more funds holding
Funds holding: 566 → 595 (+29)
1% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 195
1.05% less ownership
Funds ownership: 94.79% → 93.75% (-1%)
7% less capital invested
Capital invested by funds: $30.3B → $28.2B (-$2.15B)
25% less funds holding in top 10
Funds holding in top 10: 20 → 15 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$295M |
| 2 |
BlackRock
New York
|
+$186M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$88.4M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$76.9M |
| 5 |
Renaissance Technologies
New York
|
+$69.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$350M |
| 2 |
State Street
Boston,
Massachusetts
|
-$156M |
| 3 |
BPSG
Brookfield Public Securities Group
New York
|
-$142M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$107M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$95.8M |
EQR Hedge Fund Activity: Q4 2019 in Review
595 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2019, worth a combined $28.2B — down 7.1% from $30.3B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new EQR positions and 56 closed out — a net gain of 39 holders — while 193 added to existing stakes and 195 trimmed.
The largest buyer was Norges Bank, adding an estimated $295M. The largest seller was Cohen & Steers, cutting an estimated $350M.
- 595 institutional investors held Equity Residential (EQR) as of Q4 2019, up from 566 in Q3 2019.
- Funds reported $28.2B of Equity Residential stock for Q4 2019, down 7.1% quarter-over-quarter.
- 95 funds opened new Equity Residential positions in Q4 2019 and 56 closed out, a net change of +39 holders.
- The largest Equity Residential buyer in Q4 2019 was Norges Bank, an estimated $295M added.
- The largest Equity Residential seller in Q4 2019 was Cohen & Steers, an estimated $350M sold.
Based on aggregated 13F filings for Q4 2019.