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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
YCM
201
Yousif Capital Management
Michigan
$3.64M -$326K -5,631 -9%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$3.59M +$433K +7,476 +15%
HCM
203
HGI Capital Management
New York
$3.52M -$756K -13,074 -19%
Walleye Capital
204
Walleye Capital
New York
$3.47M +$2.38M +41,203 +264%
Franklin Resources
205
Franklin Resources
California
$3.35M -$217K -3,755 -6%
BPCE
206
Bank Pictet & Cie (Europe)
Germany
$3.31M -$14.2K -245 -0.5%
CC
207
Carlson Capital
Texas
$3.26M +$3.08M +53,261 New
PA
208
Pinnacle Associates
New York
$3.25M -$195K -3,374 -6%
BBVA
209
Banco Bilbao Vizcaya Argentaria
Spain
$3.16M -$29.7K -513 -1%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$3.11M -$139K -2,405 -5%
Bank of Nova Scotia
211
Bank of Nova Scotia
Ontario, Canada
$3.09M +$1.05M +18,192 +56%
AM
212
AGF Management
Ontario, Canada
$3.07M +$2.9M +50,125 New
RBC
213
Rye Brook Capital
Connecticut
$3.06M +$81K +1,400 +3%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$3.05M -$570K -9,847 -16%
SG Americas Securities
215
SG Americas Securities
New York
$3.04M +$2M +34,546 +227%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$3.01M -$93.7K -1,620 -3%
PMEF
217
Point72 Middle East FZE
United Arab Emirates
$2.98M +$2.71M +46,862 +2,428%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$2.96M -$112K -1,933 -4%
X
219
Xponance
Pennsylvania
$2.95M -$31.4K -543 -1%
Stifel Financial
220
Stifel Financial
Missouri
$2.94M -$119K -2,051 -4%
TC
221
TAP Consulting
Missouri
$2.9M +$40K +692 +1%
FC
222
FORA Capital
Florida
$2.87M +$2.19M +37,837 +413%
Rafferty Asset Management
223
Rafferty Asset Management
New York
$2.83M +$453K +7,824 +20%
MOACM
224
Mutual of America Capital Management
New York
$2.83M -$117K -2,026 -4%
Wellington Management Group
225
Wellington Management Group
Massachusetts
$2.8M -$1.1M -18,969 -29%