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Equity Residential

634 hedge funds and large institutions have $21.8B invested in Equity Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 591634 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
634
Holders Change
+43
Holders Change %
+7.28%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
101
Aberdeen Group
United Kingdom
$15M +$1.22M +21,024 +9%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$14.3M +$1.05M +18,095 +8%
GC
103
Guggenheim Capital
Illinois
$13.5M -$5.43M -93,893 -30%
ERSOT
104
Employees Retirement System of Texas
Texas
$13.4M +$3.3M +57,000 +35%
Fidelity International
105
Fidelity International
Bermuda
$13.1M -$174K -3,004 -1%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$12.8M +$499K +8,625 +4%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$12.6M -$1.29M -22,267 -10%
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$12.3M +$9.23M +159,520 +391%
LIP
109
Lighthouse Investment Partners
Florida
$12.1M +$5.64M +97,500 +98%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$11.9M -$49.4K -853 -0.4%
HRES
111
Heitman Real Estate Securities
Illinois
$11.7M -$68.9M -1,190,371 -86%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$11.5M -$2.67M -46,068 -20%
SAM
113
Storebrand Asset Management
Norway
$11.4M +$669K +11,558 +7%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$11.3M
Handelsbanken Fonder
115
Handelsbanken Fonder
Sweden
$11.1M +$461K +7,976 +5%
BS
116
Banco Santander
Spain
$11M +$10.4M +179,695 New
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$10.4M +$94.3K +1,630 +1%
Royal London Asset Management
118
Royal London Asset Management
United Kingdom
$10.1M +$1.16M +20,010 +14%
CWM
119
CIBC World Markets
New York
$9.78M +$8.15M +140,806 +740%
HF
120
HRT Financial
New York
$9.44M +$6.07M +104,907 +212%
DekaBank Deutsche Girozentrale
121
DekaBank Deutsche Girozentrale
Germany
$9.17M -$394K -6,815 -4%
Verition Fund Management
122
Verition Fund Management
Connecticut
$9.09M +$341K +5,900 +4%
RJA
123
Raymond James & Associates
Florida
$9.06M -$257K -4,438 -3%
TC
124
TwinBeech Capital
New York
$9.02M +$8.53M +147,421 New
NIG
125
NFJ Investment Group
Texas
$9.01M +$265K +4,584 +3%