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Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$3.3M +$828K +14,654 +36%
Caisse de Depot et Placement du Quebec (CDPQ)
202
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.22M -$21K -372 -0.7%
DnB Asset Management
203
DnB Asset Management
Norway
$3.13M +$198K +3,498 +7%
SP
204
Sarasin & Partners
United Kingdom
$2.98M -$4.27M -75,647 -60%
BAM
205
Barrett Asset Management
New York
$2.95M -$22.6K -400 -0.8%
MSA
206
Mason Street Advisors
Wisconsin
$2.8M -$48.1K -852 -2%
SMDAM
207
Sumitomo Mitsui DS Asset Management
Japan
$2.77M -$180K -3,177 -6%
Millennium Management
208
Millennium Management
New York
$2.57M -$31.5M -558,260 -93%
MOACM
209
Mutual of America Capital Management
New York
$2.57M -$73.2K -1,295 -3%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$2.55M -$108K -1,910 -4%
COPPSERS
211
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.54M +$625K +11,065 +35%
TG
212
TCW Group
California
$2.44M +$2.32M +41,100 New
Los Angeles Capital Management
213
Los Angeles Capital Management
California
$2.4M -$4.11M -72,675 -64%
RVPG
214
Relative Value Partners Group
$2.38M +$654K +11,581 +41%
HIMCH
215
Hartford Investment Management Co (HIMCO)
Connecticut
$2.32M +$183K +3,234 +9%
AWM
216
AE Wealth Management
Kansas
$2.29M +$371K +6,561 +20%
CS
217
Candriam SCA
Luxembourg
$2.21M -$144K -2,551 -6%
RIM
218
Redpoint Investment Management
Australia
$2.18M +$134K +2,374 +7%
First Trust Advisors
219
First Trust Advisors
Illinois
$2.17M -$259K -4,581 -11%
SS
220
Simplicity Solutions
Minnesota
$2.14M +$293K +5,186 +17%
AIM
221
Aurora Investment Managers
Florida
$2.11M +$2.01M +35,640 New
II
222
IFM Investors
Australia
$2.11M +$295K +5,221 +17%
PS
223
Pensionfund Sabic
Netherlands
$2.11M
MNBTD
224
Moody National Bank Trust Division
Texas
$2.1M
Stifel Financial
225
Stifel Financial
Missouri
$2.09M -$4.29K -76 -0.2%

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.