Equity Residential
505 hedge funds and large institutions have $22.4B invested in Equity Residential in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 54 closing their positions.
31% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 54
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
2% more funds holding
Funds holding: 494 → 505 (+11)
0% less capital invested
Capital invested by funds: $22.5B → $22.4B (-$43.8M)
0.91% less ownership
Funds ownership: 96.31% → 95.4% (-0.91%)
17% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 192
55% less call options, than puts
Call options by funds: $44.2M | Put options by funds: $98.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$692M |
| 2 |
Goldman Sachs
New York
|
+$222M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$141M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$125M |
| 5 |
AAMU
APG Asset Management US
New York
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$342M |
| 2 |
Cohen & Steers
New York
|
-$196M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$146M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$110M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$101M |
EQR Hedge Fund Activity: Q4 2016 in Review
505 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2016, worth a combined $22.4B — down 0.19% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new EQR positions and 54 closed out — a net gain of 17 holders — while 160 added to existing stakes and 192 trimmed.
The largest buyer was Macquarie Group, adding an estimated $692M. The largest seller was Deutsche Bank, cutting an estimated $342M.
- 505 institutional investors held Equity Residential (EQR) as of Q4 2016, up from 494 in Q3 2016.
- Funds reported $22.4B of Equity Residential stock for Q4 2016, down 0.19% quarter-over-quarter.
- 71 funds opened new Equity Residential positions in Q4 2016 and 54 closed out, a net change of +17 holders.
- The largest Equity Residential buyer in Q4 2016 was Macquarie Group, an estimated $692M added.
- The largest Equity Residential seller in Q4 2016 was Deutsche Bank, an estimated $342M sold.
Based on aggregated 13F filings for Q4 2016.