Equity Residential
539 hedge funds and large institutions have $22.1B invested in Equity Residential in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 178 reducing their positions, and 34 closing their positions.
132% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 34
124% more call options, than puts
Call options by funds: $54.6M | Put options by funds: $24.4M
8% more funds holding
Funds holding: 501 → 539 (+38)
8% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 178
0.5% less ownership
Funds ownership: 95.02% → 94.52% (-0.5%)
4% less capital invested
Capital invested by funds: $23B → $22.1B (-$865M)
22% less funds holding in top 10
Funds holding in top 10: 18 → 14 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$162M |
| 2 |
Cohen & Steers
New York
|
+$81.8M |
| 3 |
Millennium Management
New York
|
+$68.4M |
| 4 |
Renaissance Technologies
New York
|
+$51.3M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$105M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$102M |
| 3 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$94.8M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$88M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$44.5M |
EQR Hedge Fund Activity: Q4 2017 in Review
539 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2017, worth a combined $22.1B — down 3.8% from $23B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new EQR positions and 34 closed out — a net gain of 45 holders — while 192 added to existing stakes and 178 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $162M. The largest seller was Invesco, cutting an estimated $105M.
- 539 institutional investors held Equity Residential (EQR) as of Q4 2017, up from 501 in Q3 2017.
- Funds reported $22.1B of Equity Residential stock for Q4 2017, down 3.8% quarter-over-quarter.
- 79 funds opened new Equity Residential positions in Q4 2017 and 34 closed out, a net change of +45 holders.
- The largest Equity Residential buyer in Q4 2017 was JP Morgan Chase, an estimated $162M added.
- The largest Equity Residential seller in Q4 2017 was Invesco, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2017.