Equity Residential
487 hedge funds and large institutions have $24.7B invested in Equity Residential in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 184 increasing their positions, 169 reducing their positions, and 49 closing their positions.
27% more call options, than puts
Call options by funds: $25.5M | Put options by funds: $20.1M
1.33% more ownership
Funds ownership: 96.4% → 97.74% (+1.3%)
9% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 169
3% less funds holding
Funds holding: 501 → 487 (-14)
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
9% less capital invested
Capital invested by funds: $27.3B → $24.7B (-$2.56B)
16% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$365M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$115M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$73.4M |
| 4 |
AAMU
APG Asset Management US
New York
|
+$59.7M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$57.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$154M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$94.5M |
| 3 |
Goldman Sachs
New York
|
-$65.5M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$60.4M |
| 5 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$48.9M |
EQR Hedge Fund Activity: Q2 2015 in Review
487 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2015, worth a combined $24.7B — down 9.4% from $27.3B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of EQR and 41 opened new positions — a net loss of 8 holders — while 169 trimmed existing stakes and 184 added.
The largest buyer was State Street, adding an estimated $365M. The largest seller was Capital World Investors, cutting an estimated $154M.
- 487 institutional investors held Equity Residential (EQR) as of Q2 2015, down from 501 in Q1 2015.
- Funds reported $24.7B of Equity Residential stock for Q2 2015, down 9.4% quarter-over-quarter.
- 41 funds opened new Equity Residential positions in Q2 2015 and 49 closed out, a net change of -8 holders.
- The largest Equity Residential buyer in Q2 2015 was State Street, an estimated $365M added.
- The largest Equity Residential seller in Q2 2015 was Capital World Investors, an estimated $154M sold.
Based on aggregated 13F filings for Q2 2015.