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Essex Property Trust

412 hedge funds and large institutions have $15.3B invested in Essex Property Trust in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 153 increasing their positions, 145 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $18.4M

6% more capital invested

Capital invested by funds: $14.5B → $15.3B (+$879M)

1.02% more ownership

Funds ownership: 99.8%100.83% (+1%)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

6% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 145

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less funds holding

Funds holding: 415412 (-3)

Holders
412
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
10.3%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
50
Increased
153
Reduced
145
Closed
46
Calls
$32.9M
Puts
$18.4M
Net Calls
+$14.5M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
W
351
Wealthfront
California
$203K +$189K +874 New
Bessemer Group
352
Bessemer Group
New Jersey
$174K -$15.6K -72 -9%
FNBT
353
FineMark National Bank & Trust
Florida
$170K +$154K +712 +4,747%
AG
354
Advisor Group
Arizona
$158K -$12.5K -58 -8%
MIFH
355
Migdal Insurance & Financial Holdings
Israel
$147K +$138K +639 New
AF
356
Allworth Financial
California
$143K
MCM
357
MV Capital Management
Maryland
$138K
SWA
358
Sutton Wealth Advisors
Florida
$137K -$1.95K -9 -2%
BMM
359
Buffington Mohr McNeal
Idaho
$115K
WTB
360
Washington Trust Bank
Washington
$108K -$1.3K -6 -1%
NFG
361
Next Financial Group
Texas
$103K -$5.19K -24 -5%
HFM
362
Harvest Fund Management
China
$87K +$80.8K +374 New
CHC
363
City Holding Co
West Virginia
$82K
NCM
364
Nelson Capital Management
California
$71K
AAM
365
Advisors Asset Management
Colorado
$70K
GWS
366
Glassman Wealth Services
Virginia
$69K -$865 -4 -1%
IDBONY
367
Israel Discount Bank of New York
New York
$62K +$57.3K +265 New
FPFS
368
First Personal Financial Services
North Carolina
$60K +$1.73K +8 +3%
GLI
369
Guardian Life Insurance
New York
$57K
MFS
370
MSI Financial Services
Massachusetts
$50K -$46.5K -215 -50%
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$50K +$4.11K +19 +10%
AIL
372
AGF Investments LLC
Ontario, Canada
$44K +$41.1K +190 New
PIA
373
Piedmont Investment Advisors
North Carolina
$43.2K +$39.8K +184 +9,200%
ZB
374
Zions Bancorporation
Utah
$42K +$2.16K +10 +6%
Truist Financial
375
Truist Financial
North Carolina
$41K

ESS Hedge Fund Activity: Q4 2016 in Review

412 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q4 2016, worth a combined $15.3B — up 6.1% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ESS positions and 46 closed out — a net gain of 4 holders — while 153 added to existing stakes and 145 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $131M. The largest seller was Janus Henderson Investors US, cutting an estimated $62.2M.

  • 412 institutional investors held Essex Property Trust (ESS) as of Q4 2016, down from 415 in Q3 2016.
  • Funds reported $15.3B of Essex Property Trust stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 50 funds opened new Essex Property Trust positions in Q4 2016 and 46 closed out, a net change of +4 holders.
  • The largest Essex Property Trust buyer in Q4 2016 was Deutsche Bank, an estimated $131M added.
  • The largest Essex Property Trust seller in Q4 2016 was Janus Henderson Investors US, an estimated $62.2M sold.

Based on aggregated 13F filings for Q4 2016.