Equity Residential
435 hedge funds and large institutions have $20.7B invested in Equity Residential in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 158 reducing their positions, and 21 closing their positions.
141% more call options, than puts
Call options by funds: $35.6M | Put options by funds: $14.8M
105% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 21
9% more capital invested
Capital invested by funds: $19.1B → $20.7B (+$1.64B)
4% more funds holding
Funds holding: 419 → 435 (+16)
6% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 158
3.08% less ownership
Funds ownership: 102.24% → 99.16% (-3.1%)
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$419M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$123M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$79.1M |
| 4 |
Cohen & Steers
New York
|
+$70.1M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$64.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBH
Lehman Brothers Holdings
New York
|
-$408M |
| 2 |
Morgan Stanley
New York
|
-$146M |
| 3 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$107M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$61.5M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$56.9M |
EQR Hedge Fund Activity: Q1 2014 in Review
435 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2014, worth a combined $20.7B — up 8.6% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new EQR positions and 21 closed out — a net gain of 22 holders — while 149 added to existing stakes and 158 trimmed.
The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Lehman Brothers Holdings, exiting entirely with an estimated $408M sold.
- 435 institutional investors held Equity Residential (EQR) as of Q1 2014, up from 419 in Q4 2013.
- Funds reported $20.7B of Equity Residential stock for Q1 2014, up 8.6% quarter-over-quarter.
- 43 funds opened new Equity Residential positions in Q1 2014 and 21 closed out, a net change of +22 holders.
- The largest Equity Residential buyer in Q1 2014 was Capital World Investors, an estimated $419M added.
- The largest Equity Residential seller in Q1 2014 was Lehman Brothers Holdings, an estimated $408M sold.
Based on aggregated 13F filings for Q1 2014.