Equity Residential
480 hedge funds and large institutions have $25.3B invested in Equity Residential in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 24 closing their positions.
163% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 24
45% more call options, than puts
Call options by funds: $39.8M | Put options by funds: $27.5M
15% more capital invested
Capital invested by funds: $22B → $25.3B (+$3.29B)
13% more funds holding in top 10
Funds holding in top 10: 24 → 27 (+3)
6% more funds holding
Funds holding: 452 → 480 (+28)
8% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 156
1.49% less ownership
Funds ownership: 98.64% → 97.15% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$171M |
| 2 |
O
OppenheimerFunds
New York
|
+$99.5M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$92.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.9M |
| 5 |
Goldman Sachs
New York
|
+$66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$143M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$135M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$123M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$121M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$97.4M |
EQR Hedge Fund Activity: Q4 2014 in Review
480 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2014, worth a combined $25.3B — up 15% from $22B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new EQR positions and 24 closed out — a net gain of 39 holders — while 168 added to existing stakes and 156 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $171M. The largest seller was Deutsche Bank, cutting an estimated $143M.
- 480 institutional investors held Equity Residential (EQR) as of Q4 2014, up from 452 in Q3 2014.
- Funds reported $25.3B of Equity Residential stock for Q4 2014, up 15% quarter-over-quarter.
- 63 funds opened new Equity Residential positions in Q4 2014 and 24 closed out, a net change of +39 holders.
- The largest Equity Residential buyer in Q4 2014 was Cohen & Steers, an estimated $171M added.
- The largest Equity Residential seller in Q4 2014 was Deutsche Bank, an estimated $143M sold.
Based on aggregated 13F filings for Q4 2014.