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Equity Residential

549 hedge funds and large institutions have $20.6B invested in Equity Residential in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 208 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $155M | Put options by funds: $131M

17% more capital invested

Capital invested by funds: $17.6B → $20.6B (+$2.91B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 537549 (+12)

0.5% more ownership

Funds ownership: 92.46%92.97% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 208

Holders
549
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
79
Increased
177
Reduced
208
Closed
58
Calls
$155M
Puts
$131M
Net Calls
+$24.3M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.39B +$306M +5,418,209 +10%
BlackRock
2
BlackRock
New York
$2.34B -$153M -2,708,590 -6%
Norges Bank
3
Norges Bank
Norway
$1.71B +$182M +3,223,426 +13%
State Street
4
State Street
Massachusetts
$1.23B -$49.6M -876,999 -4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$986M +$199M +3,523,185 +27%
AAMU
6
APG Asset Management US
New York
$762M -$77.7M -1,376,000 -10%
Macquarie Group
7
Macquarie Group
Australia
$656M +$14.9M +263,052 +2%
Northern Trust
8
Northern Trust
Illinois
$426M -$22.9M -406,165 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$395M -$16.7M -294,783 -4%
LPC
10
Long Pond Capital
New York
$362M +$178M +3,158,463 +107%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$358M +$235K +4,158 +0.1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$358M +$5.56M +98,338 +2%
JP Morgan Chase
13
JP Morgan Chase
New York
$317M +$94M +1,664,265 +45%
Legal & General Group
14
Legal & General Group
United Kingdom
$310M +$5.12M +90,669 +2%
CIM
15
Centersquare Investment Management
Pennsylvania
$269M +$15.3M +269,963 +6%
N
16
Nuveen
North Carolina
$262M +$24M +423,920 +11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$207M +$14.3M +252,405 +8%
RC
18
Resolution Capital
Australia
$206M +$101M +1,780,508 +105%
UBS AM
19
UBS AM
Illinois
$201M +$6.96M +123,191 +4%
Morgan Stanley
20
Morgan Stanley
New York
$194M +$21.7M +383,695 +13%
Invesco
21
Invesco
Georgia
$186M -$147M -2,608,196 -45%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$178M -$4.85M -85,830 -3%
Charles Schwab
23
Charles Schwab
California
$176M +$1.11M +19,597 +0.7%
Boston Partners
24
Boston Partners
Massachusetts
$163M +$26.7M +471,900 +21%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$157M -$32.8M -580,223 -18%

EQR Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q4 2020, worth a combined $20.6B — up 17% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EQR positions and 58 closed out — a net gain of 21 holders — while 177 added to existing stakes and 208 trimmed.

The largest buyer was Vanguard Group, adding an estimated $306M. The largest seller was PGGM Investments, cutting an estimated $279M.

  • 549 institutional investors held Equity Residential (EQR) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $20.6B of Equity Residential stock for Q4 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Equity Residential positions in Q4 2020 and 58 closed out, a net change of +21 holders.
  • The largest Equity Residential buyer in Q4 2020 was Vanguard Group, an estimated $306M added.
  • The largest Equity Residential seller in Q4 2020 was PGGM Investments, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2020.