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Equity Residential

535 hedge funds and large institutions have $26B invested in Equity Residential in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 199 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $9.21M | Put options by funds: $6.97M

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

16% more capital invested

Capital invested by funds: $22.5B → $26B (+$3.49B)

7% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 186

0.57% more ownership

Funds ownership: 92.81%93.38% (+0.57%)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

2% less funds holding

Funds holding: 544535 (-9)

Holders
535
Holders Change
-9
Holders Change %
-1.65%
% of All Funds
11.58%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.41%
New
48
Increased
199
Reduced
186
Closed
53
Calls
$9.21M
Puts
$6.97M
Net Calls
+$2.24M
Net Calls Change
-$6.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.63B +$79.9M +1,108,402 +2%
BlackRock
2
BlackRock
New York
$3.18B +$67.9M +942,825 +2%
State Street
3
State Street
Massachusetts
$1.87B +$238M +3,302,439 +15%
Norges Bank
4
Norges Bank
Norway
$1.43B
AAMU
5
APG Asset Management US
New York
$1.1B -$31.5M -437,000 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.06B -$80.2M -1,113,162 -7%
Macquarie Group
7
Macquarie Group
Australia
$842M -$14.6M -203,342 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$756M +$98.9M +1,373,126 +16%
Northern Trust
9
Northern Trust
Illinois
$510M +$2.07M +28,685 +0.4%
Invesco
10
Invesco
Georgia
$487M -$13.2M -183,841 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$477M +$17.8M +246,966 +4%
PI
12
PGGM Investments
Netherlands
$439M -$13.3M -184,000 -3%
Boston Partners
13
Boston Partners
Massachusetts
$429M -$55.7M -773,396 -12%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$417M +$2.27M +31,457 +0.6%
Deutsche Bank
15
Deutsche Bank
Germany
$401M -$34.4M -477,462 -8%
CIMLRA
16
CBRE Investment Management Listed Real Assets
Pennsylvania
$367M -$31.9M -442,434 -8%
RC
17
Resolution Capital
Australia
$337M +$9.51M +131,968 +3%
Charles Schwab
18
Charles Schwab
California
$334M +$14.9M +206,782 +5%
Morgan Stanley
19
Morgan Stanley
New York
$303M -$31.4M -435,991 -10%
Cohen & Steers
20
Cohen & Steers
New York
$294M -$22.1M -307,420 -7%
CIM
21
Centersquare Investment Management
Pennsylvania
$293M +$79.1M +1,097,577 +39%
JP Morgan Chase
22
JP Morgan Chase
New York
$284M -$68M -943,761 -20%
Legal & General Group
23
Legal & General Group
United Kingdom
$283M +$30.8M +427,065 +13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$256M +$2.56M +35,587 +1%
LIMS
25
Lasalle Investment Management Securities
Maryland
$241M -$31.5M -437,244 -12%

EQR Hedge Fund Activity: Q1 2019 in Review

535 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q1 2019, worth a combined $26B — up 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of EQR and 48 opened new positions — a net loss of 5 holders — while 186 trimmed existing stakes and 199 added.

The largest buyer was State Street, adding an estimated $238M. The largest seller was Millennium Management, cutting an estimated $81.9M.

  • 535 institutional investors held Equity Residential (EQR) as of Q1 2019, down from 544 in Q4 2018.
  • Funds reported $26B of Equity Residential stock for Q1 2019, up 16% quarter-over-quarter.
  • 48 funds opened new Equity Residential positions in Q1 2019 and 53 closed out, a net change of -5 holders.
  • The largest Equity Residential buyer in Q1 2019 was State Street, an estimated $238M added.
  • The largest Equity Residential seller in Q1 2019 was Millennium Management, an estimated $81.9M sold.

Based on aggregated 13F filings for Q1 2019.