Equity Residential
527 hedge funds and large institutions have $22.5B invested in Equity Residential in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 40 closing their positions.
8% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 40
4% more capital invested
Capital invested by funds: $21.6B → $22.5B (+$893M)
0.06% more ownership
Funds ownership: 92.28% → 92.34% (+0.06%)
1% less funds holding
Funds holding: 530 → 527 (-3)
8% less call options, than puts
Call options by funds: $21.4M | Put options by funds: $23.3M
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
25% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$67.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$62.6M |
| 3 |
O
OppenheimerFunds
New York
|
+$62.5M |
| 4 |
Morgan Stanley
New York
|
+$59.6M |
| 5 |
BlackRock
New York
|
+$55.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$107M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$83M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$71.1M |
| 4 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$62.7M |
| 5 |
Millennium Management
New York
|
-$58.7M |
EQR Hedge Fund Activity: Q3 2018 in Review
527 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q3 2018, worth a combined $22.5B — up 4.1% from $21.6B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new EQR positions and 40 closed out — a net gain of 3 holders — while 162 added to existing stakes and 215 trimmed.
The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $67.4M. The largest seller was Franklin Resources, cutting an estimated $107M.
- 527 institutional investors held Equity Residential (EQR) as of Q3 2018, down from 530 in Q2 2018.
- Funds reported $22.5B of Equity Residential stock for Q3 2018, up 4.1% quarter-over-quarter.
- 43 funds opened new Equity Residential positions in Q3 2018 and 40 closed out, a net change of +3 holders.
- The largest Equity Residential buyer in Q3 2018 was CBRE Investment Management Listed Real Assets, an estimated $67.4M added.
- The largest Equity Residential seller in Q3 2018 was Franklin Resources, an estimated $107M sold.
Based on aggregated 13F filings for Q3 2018.