Equity Residential
501 hedge funds and large institutions have $26.3B invested in Equity Residential in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 180 reducing their positions, and 42 closing their positions.
98% more call options, than puts
Call options by funds: $38.8M | Put options by funds: $19.5M
21% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 42
1.7% more ownership
Funds ownership: 97.99% → 99.69% (+1.7%)
1% more funds holding
Funds holding: 497 → 501 (+4)
3% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 180
9% less capital invested
Capital invested by funds: $28.8B → $26.3B (-$2.57B)
11% less funds holding in top 10
Funds holding in top 10: 27 → 24 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$488M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$115M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$106M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$91.1M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$89.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$435M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$95M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
-$91.1M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$65.6M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$53.8M |
EQR Hedge Fund Activity: Q1 2016 in Review
501 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2016, worth a combined $26.3B — down 8.9% from $28.8B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new EQR positions and 42 closed out — a net gain of 9 holders — while 174 added to existing stakes and 180 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $488M. The largest seller was Cohen & Steers, cutting an estimated $435M.
- 501 institutional investors held Equity Residential (EQR) as of Q1 2016, up from 497 in Q4 2015.
- Funds reported $26.3B of Equity Residential stock for Q1 2016, down 8.9% quarter-over-quarter.
- 51 funds opened new Equity Residential positions in Q1 2016 and 42 closed out, a net change of +9 holders.
- The largest Equity Residential buyer in Q1 2016 was Royal London Asset Management, an estimated $488M added.
- The largest Equity Residential seller in Q1 2016 was Cohen & Steers, an estimated $435M sold.
Based on aggregated 13F filings for Q1 2016.