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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
626
CVA Family Office
Colorado
$612 +$579 +10 New
HI
627
Harbour Investments
Wisconsin
$550 +$116 +2 +29%
PWMG
628
Prestige Wealth Management Group
New Jersey
$371
EWM
629
Evermay Wealth Management
Virginia
$367 +$347 +6 New
TCOV
630
Trust Company of Vermont
Vermont
$367 +$347 +6 New
S
631
Sachetta
Massachusetts
$245 +$231 +4 New
CTA
632
Colonial Trust Advisors
South Carolina
$183 -$5.73K -99 -97%
DFA
633
DHJJ Financial Advisors
Illinois
$62
DWM
634
Dogwood Wealth Management
Kansas
$3
Alyeska Investment Group
635
Alyeska Investment Group
Illinois
-$24.7M -420,404 Closed
ECM
636
ExodusPoint Capital Management
New York
-$20.6M -351,302 Closed
ESCM
637
Echo Street Capital Management
New York
-$14.8M -252,547 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
638
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$7.42M -126,432 Closed
IAN
639
Integrated Advisors Network
Texas
-$3.46M -58,931 Closed
SLAM
640
Swiss Life Asset Management
-$1.92M -32,697 Closed
OTL
641
Oak Thistle LLC
New York
-$1.53M -26,053 Closed
YIH
642
Y-Intercept (HK)
Hong Kong
-$1.23M -20,956 Closed
CIP
643
Convergence Investment Partners
Florida
-$1.08M -18,366 Closed
PCC
644
Park Circle Company
Maryland
-$882K -15,025 Closed
MCAI
645
Members Capital Advisors Inc
Wisconsin
-$758K -12,915 Closed
BCV
646
Banque Cantonale Vaudoise
Switzerland
-$668K -11,372 Closed
KI
647
Kapitalo Investimentos
Brazil
-$513K -8,742 Closed
Wolverine Trading
648
Wolverine Trading
Illinois
-$491K -8,480 Closed
BFM
649
Boothbay Fund Management
New York
-$453K -7,708 Closed
BC
650
Bridgefront Capital
Texas
-$444K -7,565 Closed