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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
FWM
576
Focused Wealth Management
New York
$27K
ZB
577
Zions Bancorporation
Utah
$27K +$9.98K +116 +64%
Manulife (Manufacturers Life Insurance)
578
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.8K -$1.14M -13,258 -4%
PO
579
Private Ocean
California
$23K
MHR
580
Matthew Hamilton Rosenberg
$22K +$12K +139 +128%
BEI
581
Benjamin Edwards Inc
Missouri
$22K +$20.9K +243 New
TPCW
582
TD Private Client Wealth
New York
$21.4K +$2.41K +28 +13%
AFS
583
Annapolis Financial Services
Maryland
$21K
DWA
584
Delos Wealth Advisors
Texas
$20K +$18.9K +220 New
HIA
585
Harbor Investment Advisory
Maryland
$19K
CT
586
Caldwell Trust
Florida
$18.1K
BLC
587
Brown, Lisle/Cummings
Rhode Island
$18.1K +$17.2K +200 New
HFM
588
Harvest Fund Management
China
$18K
SIS
589
Sound Income Strategies
Florida
$18K
FMII
590
Farmers & Merchants Investments Inc
Nebraska
$17K
LC
591
Lindbrook Capital
California
$16K -$516 -6 -3%
VRS
592
Virginia Retirement Systems
Virginia
$15.1K +$232K +2,700 +2%
EARNEST Partners
593
EARNEST Partners
Georgia
$15K
HWA
594
HHM Wealth Advisors
Tennessee
$15K
FF
595
FourThought Financial
Florida
$14K
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$14K +$1.38K +16 +12%
C
597
Covestor
United Kingdom
$14K +$12.9K +150 New
DFCM
598
Dark Forest Capital Management
Puerto Rico
$14K +$13K +151 New
BWM
599
BerganKDV Wealth Management
Minnesota
$13K +$86 +1 +0.7%
WPA
600
West Paces Advisors
Georgia
$12.7K