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Equity Residential

530 hedge funds and large institutions have $21.6B invested in Equity Residential in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $79M | Put options by funds: $25.7M

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

4% more funds holding

Funds holding: 509530 (+21)

0% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$29.3M)

3.23% less ownership

Funds ownership: 95.52%92.28% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 203

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
530
Holders Change
+21
Holders Change %
+4.13%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
61
Increased
165
Reduced
203
Closed
35
Calls
$79M
Puts
$25.7M
Net Calls
+$53.3M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
101
Davis Selected Advisers
Arizona
$14.8M +$685K +10,985 +5%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$14.6M +$2.02M +32,387 +16%
MME
103
Meag Munich Ergo
Germany
$14.5M
SCM
104
Stevens Capital Management
Pennsylvania
$14.4M +$14.1M +226,447 New
HCM
105
HGI Capital Management
New York
$14.2M -$1.48M -23,812 -10%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$13.6M -$9.02M -144,806 -40%
Los Angeles Capital Management
107
Los Angeles Capital Management
California
$13.5M +$10.3M +165,450 +359%
OTPPB
108
Ontario Teachers' Pension Plan Board
Ontario, Canada
$13.5M -$1.82M -29,238 -12%
VLKIM
109
Van Lanschot Kempen Investment Management
Netherlands
$13.2M -$6.64M -106,514 -34%
ERSOT
110
Employees Retirement System of Texas
Texas
$13.2M
Two Sigma Investments
111
Two Sigma Investments
New York
$13.1M +$4.94M +79,293 +63%
USAA
112
United Services Automobile Association
Texas
$13.1M +$1.19M +19,090 +10%
Aberdeen Group
113
Aberdeen Group
United Kingdom
$12.8M +$2.23M +35,845 +22%
SOADOR
114
State of Alaska Department of Revenue
Alaska
$12.4M -$3.04M -48,769 -20%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$12.3M -$933K -14,978 -7%
RJA
116
Raymond James & Associates
Florida
$12M +$126K +2,029 +1%
Korea Investment Corp
117
Korea Investment Corp
South Korea
$11.6M -$1.36M -21,800 -11%
Aviva
118
Aviva
United Kingdom
$11.5M -$75.2K -1,207 -0.7%
UBS Group
119
UBS Group
Switzerland
$11.1M +$1.58M +25,429 +17%
GC
120
Guggenheim Capital
Illinois
$11.1M -$32.1M -515,004 -75%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$11M -$197K -3,164 -2%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$10.8M +$2.75M +44,207 +35%
SG Americas Securities
123
SG Americas Securities
New York
$10.5M -$1.27M -20,417 -11%
PL
124
Perpetual Ltd
Australia
$10.2M +$2.51M +40,200 +34%
Royal London Asset Management
125
Royal London Asset Management
United Kingdom
$9.78M +$9.57M +153,542 New

EQR Hedge Fund Activity: Q2 2018 in Review

530 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2018, worth a combined $21.6B — down 0.14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EQR positions and 35 closed out — a net gain of 26 holders — while 165 added to existing stakes and 203 trimmed.

The largest buyer was Norges Bank, adding an estimated $579M. The largest seller was Cohen & Steers, cutting an estimated $553M.

  • 530 institutional investors held Equity Residential (EQR) as of Q2 2018, up from 509 in Q1 2018.
  • Funds reported $21.6B of Equity Residential stock for Q2 2018, down 0.14% quarter-over-quarter.
  • 61 funds opened new Equity Residential positions in Q2 2018 and 35 closed out, a net change of +26 holders.
  • The largest Equity Residential buyer in Q2 2018 was Norges Bank, an estimated $579M added.
  • The largest Equity Residential seller in Q2 2018 was Cohen & Steers, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.