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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
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.6M +$1.63M +28,856 +6%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$31.6M -$670K -11,852 -2%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$31.5M +$29.7M +526,425 +9,289%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$30.8M +$7.98M +141,153 +36%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$30.8M -$1.96M -34,700 -6%
Nordea Investment Management
81
Nordea Investment Management
Sweden
$30M +$2.65M +46,850 +10%
AAMU
82
Amundi Asset Management US
Massachusetts
$29.6M -$6.69M -118,370 -19%
American Century Companies
83
American Century Companies
Missouri
$29.6M +$28.2M +498,964 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$29.4M -$6.95M -123,010 -20%
OCM
85
Oaktree Capital Management
California
$28.3M +$10.8M +192,000 +67%
WBC
86
Westpac Banking Corp
Australia
$26.5M -$2.82M -49,844 -10%
RIM
87
Rush Island Management
New York
$25.2M +$24.1M +425,674 New
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$23.6M -$3.36M -59,398 -13%
SPIO
89
Seven Post Investment Office
California
$22.3M +$5.65M +99,954 +36%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.8M -$1.06M -18,748 -5%
MMEA
91
MEAG MUNICH ERGO AssetManagement
Germany
$21.6M
Aviva
92
Aviva
United Kingdom
$21.2M +$2.4M +42,550 +14%
AT
93
AMF Tjänstepension
Sweden
$21.2M -$3.99M -70,651 -17%
Allianz Asset Management
94
Allianz Asset Management
Germany
$21.2M -$3.07M -54,266 -13%
PAMU
95
Pictet Asset Management (UK)
United Kingdom
$21M -$507K -8,973 -2%
Nomura Asset Management
96
Nomura Asset Management
Japan
$20.6M +$316K +5,593 +2%
GC
97
Guggenheim Capital
Illinois
$19.2M +$7.46M +132,106 +69%
AQR Capital Management
98
AQR Capital Management
Connecticut
$18M -$4.6M -81,363 -21%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$17.8M -$5.25M -92,930 -24%
CHCM
100
Columbus Hill Capital Management
New Jersey
$17.8M +$17M +300,000 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.