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Essex Property Trust

354 hedge funds and large institutions have $11.6B invested in Essex Property Trust in 2014 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 157 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 32

162% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 60

59% more capital invested

Capital invested by funds: $7.28B → $11.6B (+$4.3B)

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

34% more funds holding

Funds holding: 264354 (+90)

11.05% less ownership

Funds ownership: 111.24%100.19% (-11%)

59% less call options, than puts

Call options by funds: $6.23M | Put options by funds: $15M

Holders
354
Holders Change
+90
Holders Change %
+34.09%
% of All Funds
10.18%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
123
Increased
157
Reduced
60
Closed
32
Calls
$6.23M
Puts
$15M
Net Calls
-$8.82M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
326
First Manhattan
New York
$49K +$47.1K +266 New
NFG
327
Next Financial Group
Texas
$47K +$44.6K +252 New
CAL
328
Capital Analysts LLC
Pennsylvania
$37.8K +$5.13K +29 +17%
FHA
329
First Horizon Advisors
Tennessee
$36K +$14.5K +82 +72%
Canada Pension Plan Investment Board
330
Canada Pension Plan Investment Board
Ontario, Canada
$34K -$73.4K -415 -69%
W
331
Wealthfront
California
$31K +$29.9K +169 New
MFS
332
MSI Financial Services
Massachusetts
$31K +$30.1K +170 New
WTC
333
WhitTier Trust Company
Nevada
$29K +$28.1K +159 New
TFA
334
Transamerica Financial Advisors
Florida
$26K +$24.4K +138 New
IMS
335
Index Management Solutions
Pennsylvania
$23K +$21.8K +123 New
OFS
336
Orrstown Financial Services
Pennsylvania
$22K +$20.9K +118 New
SF
337
Synovus Financial
Georgia
$22K +$20.9K +118 New
CRM
338
Cramer Rosenthal McGlynn
Connecticut
$18K
BPBT
339
Boston Private Bank & Trust
Massachusetts
$18K +$17.2K +97 New
PO
340
Private Ocean
California
$16K +$15.7K +89 New
GSC
341
Ground Swell Capital
South Carolina
$13K +$12K +68 New
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.9K +67 New
WA
343
WFG Advisors
Texas
$11K +$10.4K +59 New
CFA
344
Carroll Financial Associates
North Carolina
$7K +$6.72K +38 New
S
345
SignatureFD
Georgia
$7K +$7.08K +40 New
NES
346
New England Securities
New York
$5K
IPC
347
Independent Portfolio Consultants
Florida
$5K +$4.95K +28 New
AWCI
348
Alpine Woods Capital Investors
New York
$4.38K
FNBT
349
FineMark National Bank & Trust
Florida
$3K +$2.65K +15 New
PAS
350
Partnervest Advisory Services
California
$3K +$2.65K +15 New