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Essex Property Trust

488 hedge funds and large institutions have $18.8B invested in Essex Property Trust in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 170

0% more capital invested

Capital invested by funds: $18.8B → $18.8B (+$19M)

0.75% less ownership

Funds ownership: 98.64%97.89% (-0.75%)

2% less funds holding

Funds holding: 497488 (-9)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

25% less call options, than puts

Call options by funds: $63.4M | Put options by funds: $84.8M

Holders
488
Holders Change
-9
Holders Change %
-1.81%
% of All Funds
10.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
48
Increased
178
Reduced
170
Closed
54
Calls
$63.4M
Puts
$84.8M
Net Calls
-$21.4M
Net Calls Change
-$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$953K -$60.2K -209 -6%
GCA
277
Gideon Capital Advisors
New York
$952K -$1.27M -4,421 -58%
Man Group
278
Man Group
United Kingdom
$952K +$89.6K +311 +11%
Nordea Investment Management
279
Nordea Investment Management
Sweden
$938K -$28.3M -98,056 -97%
KRS
280
Kentucky Retirement Systems
Kentucky
$893K +$54.2K +188 +7%
KPW
281
Kore Private Wealth
New York
$882K +$1.44K +5 +0.2%
OI
282
Oakbrook Investments
Illinois
$879K -$21.6K -75 -2%
PS
283
Pensionfund Sabic
Netherlands
$876K
SI
284
Stephens Inc
Arkansas
$841K -$32.9K -114 -4%
MA
285
MUFG Americas
New York
$819K -$15.3K -53 -2%
Commonwealth Equity Services
286
Commonwealth Equity Services
Massachusetts
$819K +$40.6K +141 +5%
ARTA
287
A.R.T. Advisors
New York
$816K +$806K +2,796 New
CCIA
288
Campbell & Co Investment Adviser
Maryland
$804K +$296K +1,028 +60%
AAM
289
Azzad Asset Management
Virginia
$803K +$41.2K +143 +5%
DCM
290
Dean Capital Management
Kansas
$801K +$791K +2,743 New
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$755K +$364K +1,262 +95%
Baird Financial Group
292
Baird Financial Group
Wisconsin
$750K +$6.05K +21 +0.8%
NMIMC
293
Northwestern Mutual Investment Management Company
Wisconsin
$728K -$2.16M -7,487 -75%
CA
294
Cetera Advisors
Colorado
$705K
O
295
Ossiam
France
$697K +$338K +1,173 +97%
PA
296
Parallel Advisors
California
$676K -$44.7K -155 -6%
CA
297
Claro Advisors
Massachusetts
$676K +$4.32K +15 +0.7%
AI
298
Atom Investors
Texas
$658K +$649K +2,253 New
WI
299
Wintrust Investments
Illinois
$650K
EWA
300
EP Wealth Advisors
California
$619K +$31.1K +108 +5%

ESS Hedge Fund Activity: Q2 2019 in Review

488 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2019, worth a combined $18.8B — up 0.1% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ESS and 48 opened new positions — a net loss of 6 holders — while 170 trimmed existing stakes and 178 added.

The largest buyer was Nuveen, adding an estimated $201M. The largest seller was Fidelity Investments, cutting an estimated $141M.

  • 488 institutional investors held Essex Property Trust (ESS) as of Q2 2019, down from 497 in Q1 2019.
  • Funds reported $18.8B of Essex Property Trust stock for Q2 2019, up 0.1% quarter-over-quarter.
  • 48 funds opened new Essex Property Trust positions in Q2 2019 and 54 closed out, a net change of -6 holders.
  • The largest Essex Property Trust buyer in Q2 2019 was Nuveen, an estimated $201M added.
  • The largest Essex Property Trust seller in Q2 2019 was Fidelity Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2019.