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Essex Property Trust

507 hedge funds and large institutions have $21B invested in Essex Property Trust in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 193 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

25% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 154

12% more capital invested

Capital invested by funds: $18.8B → $21B (+$2.28B)

4% more funds holding

Funds holding: 488507 (+19)

0.1% more ownership

Funds ownership: 97.89%98% (+0.1%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

49% less call options, than puts

Call options by funds: $60.8M | Put options by funds: $119M

Holders
507
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
11.12%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
65
Increased
193
Reduced
154
Closed
44
Calls
$60.8M
Puts
$119M
Net Calls
-$58.6M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
301
Gateway Investment Advisers
Ohio
$754K -$565K -1,807 -44%
LTFS
302
Ladenburg Thalmann Financial Services
Florida
$739K +$96K +307 +16%
BC
303
Brinker Capital
Pennsylvania
$735K +$103K +330 +17%
WI
304
Wintrust Investments
Illinois
$728K
EWA
305
EP Wealth Advisors
California
$692K
SI
306
Stephens Inc
Arkansas
$690K -$240K -769 -27%
SB
307
Suntrust Banks
Georgia
$688K +$401K +1,283 +156%
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$686K +$10.9K +35 +2%
VF
309
Virtu Financial
New York
$678K +$649K +2,077 New
CI
310
Cigna Investments
Connecticut
$672K +$43.8K +140 +7%
SAM
311
Strategy Asset Managers
California
$651K +$623K +1,993 New
WT
312
Whittier Trust
California
$645K -$2.5K -8 -0.4%
II
313
Inspire Investing
Idaho
$640K +$71K +227 +13%
TA
314
Thor Advisors
New York
$636K +$608K +1,946 New
AP
315
Advisor Partners
California
$624K +$18.4K +59 +3%
Arrowstreet Capital
316
Arrowstreet Capital
Massachusetts
$621K +$594K +1,900 New
CB
317
Commerce Bank
Missouri
$618K +$23.4K +75 +4%
USAA
318
United Services Automobile Association
Texas
$599K -$6.08M -19,453 -91%
NA
319
NewEdge Advisors
Louisiana
$598K +$102K +325 +22%
TC
320
TownSquare Capital
Utah
$592K
TAF
321
Tredje AP-fonden
Sweden
$590K +$561K +1,795 New
EAM
322
Eventide Asset Management
Massachusetts
$588K +$563K +1,800 New
EOJOAM
323
E. Ohman J:or Asset Management
Sweden
$588K
6M
324
6 Meridian
Kansas
$586K -$25.9K -83 -4%
RJFSA
325
Raymond James Financial Services Advisors
Florida
$586K +$176K +564 +46%