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Essex Property Trust

361 hedge funds and large institutions have $11.4B invested in Essex Property Trust in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 131 increasing their positions, 145 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $4.81M

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

2% more funds holding

Funds holding: 354361 (+7)

0.07% more ownership

Funds ownership: 100.19%100.26% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

2% less capital invested

Capital invested by funds: $11.6B → $11.4B (-$221M)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 145

Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.48%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
35
Increased
131
Reduced
145
Closed
27
Calls
$12.2M
Puts
$4.81M
Net Calls
+$7.36M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
326
Washington Trust Bank
Washington
$96K
GIS
327
Guardian Investor Services
New York
$79K -$4.34K -23 -5%
SAM
328
Solaris Asset Management
New York
$76K +$4.71K +25 +6%
OA
329
OFI Advisors
Pennsylvania
$73K +$6.6K +35 +9%
GLI
330
Guardian Life Insurance
New York
$65K +$2.26K +12 +3%
AAM
331
Advisors Asset Management
Colorado
$54K
W
332
Wealthfront
California
$46K +$17K +90 +53%
NFG
333
Next Financial Group
Texas
$45K
CAL
334
Capital Analysts LLC
Pennsylvania
$44.7K +$8.49K +45 +22%
FNBT
335
FineMark National Bank & Trust
Florida
$39K +$37.7K +200 +1,333%
SSG
336
Summit Securities Group
New York
$38K +$40K +212 New
SCA
337
Strategic Capital Alternatives
United States
$36K +$37.7K +200 New
FHA
338
First Horizon Advisors
Tennessee
$35K
MFS
339
MSI Financial Services
Massachusetts
$34K +$3.77K +20 +12%
WTC
340
WhitTier Trust Company
Nevada
$28K
First Manhattan
341
First Manhattan
New York
$26K -$22.3K -118 -44%
TFA
342
Transamerica Financial Advisors
Florida
$25K
OFS
343
Orrstown Financial Services
Pennsylvania
$21K
SF
344
Synovus Financial
Georgia
$21K
Manulife (Manufacturers Life Insurance)
345
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.6K -$72K -382 -0.3%
IMS
346
Index Management Solutions
Pennsylvania
$19K -$3.21K -17 -14%
GSC
347
Ground Swell Capital
South Carolina
$19K +$7.54K +40 +59%
OCM
348
One Capital Management
California
$19K +$19.8K +105 New
CRM
349
Cramer Rosenthal McGlynn
Connecticut
$18K
BPBT
350
Boston Private Bank & Trust
Massachusetts
$17K