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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
IWC
651
Integrated Wealth Concepts
Massachusetts
-$431K -7,336 Closed
DS
652
DRW Securities
Illinois
-$376K -6,403 Closed
EW
653
Evoke Wealth
California
-$362K -6,158 Closed
AC
654
Anson Capital
Georgia
-$340K -5,787 Closed
EH
655
Equitable Holdings
New York
-$303K -5,157 Closed
FMAEN1
656
Fund Management at Engine No 1
California
-$290K -4,933 Closed
DA
657
Duality Advisers
Florida
-$271K -4,616 Closed
RWM
658
Ritholtz Wealth Management
New York
-$271K -4,614 Closed
IC
659
IEQ Capital
California
-$250K -4,257 Closed
LNWWM
660
Laird Norton Wetherby Wealth Management
California
-$229K -3,901 Closed
GT
661
Greenleaf Trust
Michigan
-$223K -3,806 Closed
CCA
662
Checchi Capital Advisers
California
-$216K -3,674 Closed
KPWS
663
Kestra Private Wealth Services
Texas
-$213K -3,590 Closed
HWM
664
HB Wealth Management
Georgia
-$210K -3,575 Closed
Fayez Sarofim & Co
665
Fayez Sarofim & Co
Texas
-$204K -3,472 Closed
FWA
666
FSM Wealth Advisors
Ohio
-$201K -3,429 Closed
SIM
667
Sentry Investment Management
Wisconsin
-$116K -1,982 Closed
CSPIA
668
Cary Street Partners Investment Advisory
Virginia
-$92.9K -1,582 Closed
Acadian Asset Management
669
Acadian Asset Management
Massachusetts
-$83K -1,426 Closed
Capstone Investment Advisors
670
Capstone Investment Advisors
New York
-$80.5K -1,371 Closed
SS
671
Sunbelt Securities
Texas
-$10.9K -185 Closed
PMAM
672
Picton Mahoney Asset Management
Ontario, Canada
-$10K -180 Closed
EARNEST Partners
673
EARNEST Partners
Georgia
-$9.69K -165 Closed
WTG
674
West Tower Group
Virginia
-$9.28K -158 Closed
BFPW
675
BOK Financial Private Wealth
Colorado
-$6.06K -102 Closed