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Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
51
Asset Management One
Japan
$50.5M +$55.4K +981 +0.1%
IMPI
52
Ilmarinen Mutual Pension Insurance
Finland
$50.4M
Daiwa Securities Group
53
Daiwa Securities Group
Japan
$49.7M +$41.7M +737,508 +737%
PPA
54
Parametric Portfolio Associates
Washington
$46.2M +$4.42M +78,271 +11%
EVM
55
Eaton Vance Management
Massachusetts
$43.5M -$117K -2,064 -0.3%
UBS Group
56
UBS Group
Switzerland
$42.2M -$581K -10,275 -1%
Wells Fargo
57
Wells Fargo
California
$41.4M +$2.38M +42,105 +6%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$40.8M -$323K -5,710 -0.8%
APG Asset Management
59
APG Asset Management
Netherlands
$40.8M +$34.8M +616,321 +273%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$40.4M -$122M -2,163,362 -76%
ACM
61
AEW Capital Management
Massachusetts
$40.4M +$1.27M +22,400 +3%
Deutsche Bank
62
Deutsche Bank
Germany
$40.2M -$10.8M -191,214 -22%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$40.1M +$488K +8,633 +1%
AllianceBernstein
64
AllianceBernstein
Tennessee
$38.5M -$3.14M -55,658 -8%
Fidelity International
65
Fidelity International
Bermuda
$38M +$11.7M +207,934 +48%
Canada Life
66
Canada Life
Manitoba, Canada
$37.7M +$1.55M +27,385 +4%
WMSA
67
Weiss Multi-Strategy Advisers
New York
$37.6M +$28.7M +507,803 +404%
SEI Investments
68
SEI Investments
Pennsylvania
$36.4M +$9.07M +160,512 +35%
National Pension Service
69
National Pension Service
South Korea
$35.5M +$2.25M +39,743 +7%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$34.6M +$10.9M +192,212 +49%
SO
71
STRS Ohio
Ohio
$34.1M -$818K -14,470 -2%
Ameriprise
72
Ameriprise
Minnesota
$33.6M +$17.7M +313,067 +124%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$33M -$434K -7,684 -1%
Barclays
74
Barclays
United Kingdom
$32.4M +$1.74M +30,711 +6%
SG
75
SCHF (GPE)
Wyoming
$32.1M +$30.6M +541,775 New

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.