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Equity Residential

510 hedge funds and large institutions have $22.2B invested in Equity Residential in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 175 increasing their positions, 196 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

2% more funds holding

Funds holding: 500510 (+10)

5% more capital invested

Capital invested by funds: $21.2B → $22.2B (+$1.03B)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.89% less ownership

Funds ownership: 92.91%92.03% (-0.89%)

11% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 196

60% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $57.5M

Holders
510
Holders Change
+10
Holders Change %
+2%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
45
Increased
175
Reduced
196
Closed
33
Calls
$22.8M
Puts
$57.5M
Net Calls
-$34.7M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TG
101
TCW Group
California
$18.4M -$3.72M -56,956 -17%
WBC
102
Westpac Banking Corp
Australia
$17.5M -$12.6M -192,455 -42%
CCMH
103
Cornerstone Capital Management Holdings
New York
$17.3M -$2.88K -44 -0%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$17.2M +$273K +4,175 +2%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$17.1M -$7.56M -115,691 -31%
ClearBridge Investments
106
ClearBridge Investments
New York
$17M
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$16.7M +$8.6M +131,607 +108%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$16.5M -$887K -13,565 -5%
QIM
109
Quantitative Investment Management
Virginia
$15.9M +$15.8M +241,000 New
Ameriprise
110
Ameriprise
Minnesota
$15.6M -$2.35M -35,936 -13%
BAMCO Inc
111
BAMCO Inc
New York
$15.2M +$654K +10,000 +5%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$15.2M +$11.9M +182,092 +370%
Aviva
113
Aviva
United Kingdom
$14.9M +$152K +2,330 +1%
DSA
114
Davis Selected Advisers
Arizona
$14.6M +$33.3K +510 +0.2%
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$14.2M -$196 -3 -0%
CWM
116
CIBC World Markets
New York
$13.9M +$11.3M +172,764 +451%
DL
117
Delta Lloyd
Netherlands
$13.3M -$3.65M -55,784 -22%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$13.1M -$266K -4,065 -2%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$12.9M -$312K -4,780 -2%
ECM
120
EII Capital Management
New York
$12.7M -$405K -6,200 -3%
PAMU
121
Pictet Asset Management (UK)
United Kingdom
$12.4M -$1.04M -15,900 -8%
VLKIM
122
Van Lanschot Kempen Investment Management
Netherlands
$12.4M +$441K +6,742 +4%
MME
123
Meag Munich Ergo
Germany
$12.2M -$3.39M -51,896 -22%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$11.9M -$81.7K -1,250 -0.7%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$11.8M -$1M -15,344 -8%

EQR Hedge Fund Activity: Q2 2017 in Review

510 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2017, worth a combined $22.2B — up 4.9% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new EQR positions and 33 closed out — a net gain of 12 holders — while 175 added to existing stakes and 196 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $159M. The largest seller was Morgan Stanley, cutting an estimated $269M.

  • 510 institutional investors held Equity Residential (EQR) as of Q2 2017, up from 500 in Q1 2017.
  • Funds reported $22.2B of Equity Residential stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 45 funds opened new Equity Residential positions in Q2 2017 and 33 closed out, a net change of +12 holders.
  • The largest Equity Residential buyer in Q2 2017 was Citadel Advisors, an estimated $159M added.
  • The largest Equity Residential seller in Q2 2017 was Morgan Stanley, an estimated $269M sold.

Based on aggregated 13F filings for Q2 2017.