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Essex Property Trust

431 hedge funds and large institutions have $16.3B invested in Essex Property Trust in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more funds holding

Funds holding: 424431 (+7)

4% less capital invested

Capital invested by funds: $17B → $16.3B (-$724M)

3.61% less ownership

Funds ownership: 100.87%97.27% (-3.6%)

28% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $19.4M

Holders
431
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
10.75%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
40
Increased
164
Reduced
138
Closed
25
Calls
$13.9M
Puts
$19.4M
Net Calls
-$5.53M
Net Calls Change
+$6.03M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFP Advisors
Florida
$390K -$10.2K -39 -2%
TCOV
327
Trust Company of Vermont
Vermont
$380K
TH
328
Timber Hill
Connecticut
$368K +$378K +1,447 New
CI
329
Conning Inc
Connecticut
$366K
HAM
330
Highstreet Asset Management
Ontario, Canada
$365K +$375K +1,435 New
VIA
331
Virtus Investment Advisers
Connecticut
$359K -$48.8K -187 -12%
ACM
332
Azimuth Capital Management
Michigan
$356K
ZCA
333
Zeke Capital Advisors
Pennsylvania
$348K +$358K +1,371 New
LTFS
334
Ladenburg Thalmann Financial Services
Florida
$347K -$8.1K -31 -2%
Brown Advisory
335
Brown Advisory
Maryland
$344K -$12.3K -47 -3%
KWM
336
Kingsview Wealth Management
Oregon
$343K
KeyBank National Association
337
KeyBank National Association
Ohio
$330K +$16.2K +62 +5%
NA
338
NewEdge Advisors
Louisiana
$324K -$16.2K -62 -5%
D.E. Shaw & Co
339
D.E. Shaw & Co
New York
$315K
SAM
340
Solaris Asset Management
New York
$309K +$31.3K +120 +11%
LS
341
Livforsakringsbolaget Skandia
Sweden
$305K
AG
342
Advisor Group
Arizona
$303K +$43.9K +168 +16%
FP
343
FDO Partners
Massachusetts
$303K +$312K +1,193 New
ACI
344
Alpha Cubed Investments
California
$295K +$261 +1 +0.1%
BUB
345
BBVA USA Bancshares
Texas
$288K -$1.04K -4 -0.4%
Victory Capital Management
346
Victory Capital Management
Texas
$278K -$10.7K -41 -4%
CIM
347
Contravisory Investment Management
Massachusetts
$265K +$2.61K +10 +1%
B
348
Bailard
California
$264K
LPL Financial
349
LPL Financial
California
$261K -$13.8K -53 -5%
IIC
350
Ironwood Investment Counsel
Arizona
$253K