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Equity Residential

405 hedge funds and large institutions have $19.1B invested in Equity Residential in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $25M | Put options by funds: $13.2M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.8% more ownership

Funds ownership: 98.41%99.21% (+0.8%)

0% less funds holding

Funds holding: 406405 (-1)

6% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 148

8% less capital invested

Capital invested by funds: $20.7B → $19.1B (-$1.55B)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
405
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
13.13%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.84%
New
36
Increased
139
Reduced
148
Closed
34
Calls
$25M
Puts
$13.2M
Net Calls
+$11.8M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B +$31.8M +576,276 +1%
Cohen & Steers
2
Cohen & Steers
New York
$1.22B +$191M +3,461,451 +18%
LBH
3
Lehman Brothers Holdings
New York
$1.04B
Morgan Stanley
4
Morgan Stanley
New York
$981M +$33.6M +608,965 +3%
State Street
5
State Street
Massachusetts
$788M +$34.1M +618,965 +4%
BIT
6
BlackRock Institutional Trust
California
$679M +$21.1M +383,508 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$667M -$74.2M -1,346,051 -10%
AAMU
8
APG Asset Management US
New York
$661M -$17M -309,396 -2%
Invesco
9
Invesco
Georgia
$556M -$99.4M -1,804,141 -15%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$499M +$72.6M +1,317,405 +16%
LIMS
11
Lasalle Investment Management Securities
Maryland
$465M +$21.6M +392,529 +5%
BFA
12
BlackRock Fund Advisors
California
$462M -$29.3M -532,157 -6%
CIMLRA
13
CBRE Investment Management Listed Real Assets
Pennsylvania
$444M +$9.11M +165,300 +2%
SAMC
14
Shinko Asset Management Company
Japan
$365M +$2.6M +47,100 +0.7%
Deutsche Bank
15
Deutsche Bank
Germany
$317M +$62M +1,124,246 +23%
ECM
16
EII Capital Management
New York
$307M +$3.98M +72,200 +1%
Northern Trust
17
Northern Trust
Illinois
$276M -$2.5M -45,403 -0.9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$266M -$13.8M -250,604 -5%
PI
19
PGGM Investments
Netherlands
$265M
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$253M +$6.28M +113,944 +2%
Capital World Investors
21
Capital World Investors
California
$240M +$97.3M +1,765,000 +65%
BG
22
BlackRock Group
United Kingdom
$239M +$2.09M +37,927 +0.9%
ACM
23
AEW Capital Management
Massachusetts
$234M -$3.19M -57,958 -1%
SCRM
24
Security Capital Research & Management
Illinois
$214M -$15.8M -285,987 -7%
Boston Partners
25
Boston Partners
Massachusetts
$207M +$45.2M +820,783 +27%