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Equity Residential

597 hedge funds and large institutions have $20.2B invested in Equity Residential in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 190

15% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $36.9M

0.18% more ownership

Funds ownership: 91.53%91.71% (+0.18%)

7% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 81

3% less funds holding

Funds holding: 617597 (-20)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $23.1B → $20.2B (-$2.97B)

Holders
597
Holders Change
-20
Holders Change %
-3.24%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
75
Increased
236
Reduced
190
Closed
81
Calls
$42.6M
Puts
$36.9M
Net Calls
+$5.67M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
626
Meeder Asset Management
Ohio
-$515K -7,666 Closed
SICM
627
Sustainable Insight Capital Management
New York
-$467K -6,948 Closed
AA
628
ALPS Advisors
Colorado
-$454K -6,758 Closed
MAM
629
Martingale Asset Management
Massachusetts
-$441K -6,548 Closed
E
630
Ergoteles
New York
-$402K -5,982 Closed
CC
631
Centiva Capital
New York
-$377K -5,608 Closed
TSS
632
Two Sigma Securities
New York
-$347K -5,543 Closed
AIP
633
Ahrens Investment Partners
Louisiana
-$337K -5,011 Closed
DF
634
Donoghue Forlines
Massachusetts
-$327K -4,870 Closed
IC
635
IEQ Capital
California
-$317K -4,722 Closed
ECM
636
Element Capital Management
New York
-$302K -4,493 Closed
LNWWM
637
Laird Norton Wetherby Wealth Management
California
-$298K -4,433 Closed
CCA
638
Checchi Capital Advisers
California
-$296K -4,400 Closed
BAM
639
Blueshift Asset Management
New Jersey
-$287K -4,266 Closed
HPWM
640
Highland Private Wealth Management
Washington
-$286K -4,260 Closed
DIA
641
Dana Investment Advisors
Wisconsin
-$285K -4,245 Closed
Luther King Capital Management (LKCM)
642
Luther King Capital Management (LKCM)
Texas
-$279K -4,149 Closed
MA
643
MUFG Americas
New York
-$254K -3,780 Closed
OAM
644
Oppenheimer Asset Management
New York
-$250K -3,718 Closed
SFI
645
Siemens Fonds Invest
Germany
-$243K -3,619 Closed
HC
646
Henshaw Capital
Massachusetts
-$237K -3,533 Closed
NWM
647
NEIRG Wealth Management
Massachusetts
-$231K -3,433 Closed
GT
648
Greenleaf Trust
Michigan
-$230K -3,421 Closed
GT
649
Glenmede Trust
Pennsylvania
-$225K -3,355 Closed
SW
650
SVB Wealth
Massachusetts
-$217K -3,232 Closed

EQR Hedge Fund Activity: Q4 2022 in Review

597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2022, worth a combined $20.2B — down 13% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EQR and 75 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 236 added.

The largest buyer was BlackRock, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $519M.

  • 597 institutional investors held Equity Residential (EQR) as of Q4 2022, down from 617 in Q3 2022.
  • Funds reported $20.2B of Equity Residential stock for Q4 2022, down 13% quarter-over-quarter.
  • 75 funds opened new Equity Residential positions in Q4 2022 and 81 closed out, a net change of -6 holders.
  • The largest Equity Residential buyer in Q4 2022 was BlackRock, an estimated $294M added.
  • The largest Equity Residential seller in Q4 2022 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2022.