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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
SS
676
Simplicity Solutions
Minnesota
-$352K -4,356 Closed
SBH
677
Segall Bryant & Hamill
Illinois
-$324K -4,000 Closed
PP
678
Paloma Partners
Connecticut
-$309K -3,820 Closed
MSR
679
Main Street Research
Connecticut
-$265K -3,278 Closed
PCM
680
Prelude Capital Management
New York
-$261K -3,231 Closed
BCM
681
Bluefin Capital Management
New York
-$243K -3,000 Closed
CCA
682
Childress Capital Advisors
Texas
-$209K -2,592 Closed
DIM
683
Delta Investment Management
California
-$205K -2,536 Closed
NICM
684
Neo Ivy Capital Management
New York
-$149K -2,529 Closed
BBP
685
Banco BTG Pactual
Brazil
-$202K -2,502 Closed
BC
686
Bartlett & Co
Ohio
-$98K -1,206 Closed
BCWM
687
Bartlett & Co Wealth Management
Ohio
-$98.3K -1,206 Closed
OSAM
688
O'Shaughnessy Asset Management
Connecticut
-$84K -1,038 Closed
CI
689
CX Institutional
Indiana
-$71K -878 Closed
LWM
690
Liberty Wealth Management
California
-$52K -637 Closed
PHK
691
Point72 Hong Kong
Hong Kong
-$41K -509 Closed
SFP
692
Sterling Financial Planning
New Jersey
-$40K -500 Closed
MA
693
MCF Advisors
Kentucky
-$23K -282 Closed
RE
694
RBC Europe
United Kingdom
-$16.2K -200 Closed
HI
695
Harbour Investments
Wisconsin
-$16K -198 Closed
GRP
696
Global Retirement Partners
California
-$9K -116 Closed
SAI
697
Systematic Alpha Investments
New Jersey
-$7K -79 Closed
EWA
698
Evolution Wealth Advisors
Florida
-$6K -78 Closed
Capstone Investment Advisors
699
Capstone Investment Advisors
New York
-$6.28K -73 Closed
WWMSC
700
Wagner Wealth Management (South Carolina)
South Carolina
-$2K -26 Closed