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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
IRF
351
IBM Retirement Fund
New York
$247K -$164K -628 -39%
MIC
352
Meridian Investment Counsel
California
$241K
VIA
353
Vident Investment Advisory
Georgia
$240K +$247K +946 New
JIC
354
Johnson Investment Counsel
Ohio
$237K -$2.61K -10 -1%
GCA
355
Gideon Capital Advisors
New York
$236K -$559K -2,142 -70%
GAM
356
Gotham Asset Management
New York
$235K -$309K -1,182 -56%
CCM
357
Covington Capital Management
California
$235K
SI
358
Stephens Inc
Arkansas
$232K +$1.31K +5 +0.6%
FC
359
FCA Corp
Texas
$229K
LOAME
360
Lombard Odier Asset Management (Europe)
United Kingdom
$229K
RIM
361
Rampart Investment Management
Connecticut
$229K +$37.1K +142 +19%
SXL
362
Summit X LLC
Missouri
$227K +$6.53K +25 +3%
WA
363
Waverly Advisors
Alabama
$220K
LNWWM
364
Laird Norton Wetherby Wealth Management
California
$217K +$17K +65 +8%
Wolverine Trading
365
Wolverine Trading
Illinois
$215K +$221K +845 New
FAAS
366
First Allied Advisory Services
California
$210K +$3.13K +12 +1%
BMC
367
Beaton Management Company
Massachusetts
$201K -$3.92K -15 -2%
BIAS
368
Beacon Investment Advisory Services
New Jersey
$200K +$206K +789 New
NBC
369
Neuberger Berman Canada
Ontario, Canada
$200K +$206K +789 New
Bessemer Group
370
Bessemer Group
New Jersey
$193K +$2.61K +10 +1%
MCM
371
MV Capital Management
Maryland
$151K
SWA
372
Sutton Wealth Advisors
Florida
$150K
AF
373
Allworth Financial
California
$145K
MC
374
Muzinich & Co
New York
$140K
OMCS
375
Old Mutual Customised Solutions
South Africa
$127K