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Essex Property Trust

399 hedge funds and large institutions have $14.6B invested in Essex Property Trust in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 131

12% more capital invested

Capital invested by funds: $13B → $14.6B (+$1.61B)

1% more funds holding

Funds holding: 394399 (+5)

0.74% less ownership

Funds ownership: 98.41%97.67% (-0.74%)

33% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $7.81M

Holders
399
Holders Change
+5
Holders Change %
+1.27%
% of All Funds
10.63%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
41
Increased
162
Reduced
131
Closed
30
Calls
$5.22M
Puts
$7.81M
Net Calls
-$2.59M
Net Calls Change
-$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
276
Northwestern Mutual Investment Management Company
Wisconsin
$543K +$535K +2,364 New
ANRIA
277
American National Registered Investment Advisor
Texas
$532K
B
278
Barings
North Carolina
$518K +$510K +2,252 New
CCM
279
Cadence Capital Management
Massachusetts
$506K -$348K -1,535 -41%
Brown Advisory
280
Brown Advisory
Maryland
$506K
TCOV
281
Trust Company of Vermont
Vermont
$505K -$22.6K -100 -4%
VF
282
Virtu Financial
New York
$501K +$493K +2,178 New
FT
283
Fiduciary Trust
Massachusetts
$492K
KRSITF
284
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$481K -$40.3K -178 -8%
CI
285
Conning Inc
Connecticut
$470K +$54.4K +240 +13%
MNBTD
286
Moody National Bank Trust Division
Texas
$464K
KIA
287
KCM Investment Advisors
California
$462K -$67.9K -300 -13%
AB
288
Amalgamated Bank
New York
$461K +$118K +520 +35%
NB
289
Norinchukin Bank
Japan
$460K +$16.1K +71 +4%
MERSOM
290
Municipal Employees' Retirement System of Michigan
Michigan
$440K -$67.9K -300 -14%
FMT
291
First Mercantile Trust
Tennessee
$423K
WT
292
Whittier Trust
California
$422K +$73.8K +326 +22%
LPL Financial
293
LPL Financial
California
$421K +$156K +689 +59%
Commonwealth Equity Services
294
Commonwealth Equity Services
Massachusetts
$419K +$45.5K +201 +12%
Connor, Clark & Lunn Investment Management (CC&L)
295
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$414K
Toronto Dominion Bank
296
Toronto Dominion Bank
Ontario, Canada
$412K -$192K -848 -32%
VHAM
297
Van Hulzen Asset Management
California
$404K
GF
298
Gerstein Fisher
New York
$396K +$19.5K +86 +5%
BRWA
299
B. Riley Wealth Advisors
Florida
$395K -$66.8K -295 -15%
IMAS
300
ID Management A/S
Denmark
$391K +$159K +700 +70%