Equity Residential
556 hedge funds and large institutions have $21.8B invested in Equity Residential in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 199 increasing their positions, 203 reducing their positions, and 101 closing their positions.
268% more call options, than puts
Call options by funds: $46.4M | Put options by funds: $12.6M
40% more funds holding in top 10
Funds holding in top 10: 15 → 21 (+6)
1.23% more ownership
Funds ownership: 93.75% → 94.97% (+1.2%)
2% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 203
7% less funds holding
Funds holding: 595 → 556 (-39)
23% less capital invested
Capital invested by funds: $28.2B → $21.8B (-$6.36B)
35% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPSG
Brookfield Public Securities Group
New York
|
+$196M |
| 2 |
Cohen & Steers
New York
|
+$194M |
| 3 |
First Eagle Investment Management
New York
|
+$172M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$162M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$186M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$133M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$78.1M |
| 4 |
Morgan Stanley
New York
|
-$77.4M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$66M |
EQR Hedge Fund Activity: Q1 2020 in Review
556 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2020, worth a combined $21.8B — down 23% from $28.2B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of EQR and 66 opened new positions — a net loss of 35 holders — while 203 trimmed existing stakes and 199 added.
The largest buyer was Brookfield Public Securities Group, opening a new position worth an estimated $196M. The largest seller was Boston Partners, cutting an estimated $186M.
- 556 institutional investors held Equity Residential (EQR) as of Q1 2020, down from 595 in Q4 2019.
- Funds reported $21.8B of Equity Residential stock for Q1 2020, down 23% quarter-over-quarter.
- 66 funds opened new Equity Residential positions in Q1 2020 and 101 closed out, a net change of -35 holders.
- The largest Equity Residential buyer in Q1 2020 was Brookfield Public Securities Group, an estimated $196M added.
- The largest Equity Residential seller in Q1 2020 was Boston Partners, an estimated $186M sold.
Based on aggregated 13F filings for Q1 2020.