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Equity Residential

652 hedge funds and large institutions have $24.3B invested in Equity Residential in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 264 increasing their positions, 196 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 50

35% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $27.9M

35% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 196

8% more capital invested

Capital invested by funds: $22.5B → $24.3B (+$1.81B)

5% more funds holding

Funds holding: 622652 (+30)

1.34% less ownership

Funds ownership: 94.05%92.7% (-1.3%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
652
Holders Change
+30
Holders Change %
+4.82%
% of All Funds
9.42%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
86
Increased
264
Reduced
196
Closed
50
Calls
$37.7M
Puts
$27.9M
Net Calls
+$9.77M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$3.67M +$209K +3,211 +6%
MAM
202
Martingale Asset Management
Massachusetts
$3.67M +$3.2M +49,228 +1,341%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$3.63M -$22.3K -342 -0.6%
BBVA
204
Banco Bilbao Vizcaya Argentaria
Spain
$3.62M +$5.79K +89 +0.2%
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$3.61M +$1.54M +23,677 +83%
SFI
206
Susquehanna Fundamental Investments
Pennsylvania
$3.53M -$3.9M -59,928 -54%
X
207
Xponance
Pennsylvania
$3.46M -$263K -4,042 -7%
AIM
208
Aurora Investment Managers
Florida
$3.39M +$175K +2,693 +6%
Acadian Asset Management
209
Acadian Asset Management
Massachusetts
$3.34M +$2.91M +44,714 +1,279%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.33M +$491K +7,549 +19%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$3.31M -$53K -814 -2%
Rafferty Asset Management
212
Rafferty Asset Management
New York
$3.3M +$408K +6,275 +15%
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$3.29M -$160K -2,464 -5%
Stifel Financial
214
Stifel Financial
Missouri
$3.28M +$18.7K +287 +0.6%
DWM
215
Dakota Wealth Management
Florida
$3.24M +$381K +5,860 +14%
IMPI
216
Ilmarinen Mutual Pension Insurance
Finland
$3.23M +$820K +12,600 +37%
IG
217
ING Group
Netherlands
$3.22M -$58K -891 -2%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$3.21M +$87.5K +1,344 +3%
Arrowstreet Capital
219
Arrowstreet Capital
Massachusetts
$3.14M +$2.61M +40,184 +781%
PWM
220
Perigon Wealth Management
California
$3.07M +$39.1K +601 +1%
CWM
221
CIBC World Markets
New York
$3.07M -$6.42M -98,710 -69%
M&T Bank
222
M&T Bank
New York
$3.04M +$123K +1,883 +4%
MOACM
223
Mutual of America Capital Management
New York
$3.02M -$115K -1,761 -4%
Axa
224
Axa
France
$3.01M -$3.05M -46,811 -52%
Capital Fund Management (CFM)
225
Capital Fund Management (CFM)
France
$3.01M +$2.83M +43,429 New