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Essex Property Trust
ESS

Overview Fund Activity

430 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, 137 reducing their positions, and 25 closing their positions.

Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
10.74%
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
137
Closed
25
Calls
$13.9M
Puts
$19.4M
Net Calls
-$5.53M
Net Calls Change
+$6.03M

Top Buyers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$261M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$119M
3
B
3
Barings
North Carolina
$63.5M
4
Invesco
4
Invesco
Georgia
$607M
5
Millennium Management
5
Millennium Management
New York
$53.3M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$948M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$359M
3
Deutsche Bank
3
Deutsche Bank
Germany
$183M
4
BC
4
Brookfield Corp
Ontario, Canada
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$707M
Name Market Value Shares Shares
Change 		Shares
Change %
MIC
351
Meridian Investment Counsel
California
$241K 949 – –
VIA
352
Vident Investment Advisory
Georgia
$240K 946 +946 New
JIC
353
Johnson Investment Counsel
Ohio
$237K 936 -10 -1%
GCA
354
Gideon Capital Advisors
New York
$236K 929 -2,142 -70%
GAM
355
Gotham Asset Management
New York
$235K 925 -1,182 -56%
CCM
356
Covington Capital Management
California
$235K 924 – –
SI
357
Stephens Inc
Arkansas
$232K 913 +5 +0.6%
LOAME
358
Lombard Odier Asset Management (Europe)
United Kingdom
$229K 902 – –
FC
359
FCA Corp
Texas
$229K 900 – –
RIM
360
Rampart Investment Management
Connecticut
$229K 900 +142 +19%
SXL
361
Summit X LLC
Missouri
$227K 880 +25 +3%
WA
362
Waverly Advisors
Alabama
$220K 867 – –
LNWWM
363
Laird Norton Wetherby Wealth Management
California
$217K 853 +65 +8%
Wolverine Trading
364
Wolverine Trading
Illinois
$215K 845 +845 New
FAAS
365
First Allied Advisory Services
California
$210K 826 +12 +1%
BMC
366
Beaton Management Company
Massachusetts
$201K 791 -15 -2%
BIAS
367
Beacon Investment Advisory Services
New Jersey
$200K 789 +789 New
NBC
368
Neuberger Berman Canada
Ontario, Canada
$200K 789 +789 New
Bessemer Group
369
Bessemer Group
New Jersey
$193K 760 +10 +1%
MCM
370
MV Capital Management
Maryland
$151K 594 – –
SWA
371
Sutton Wealth Advisors
Florida
$150K 591 – –
AF
372
Allworth Financial
California
– – – –
MC
373
Muzinich & Co
New York
$140K 551 – –
OMCS
374
Old Mutual Customised Solutions
South Africa
$127K 500 – –
SLF
375
Sun Life Financial
Ontario, Canada
$123K 486 +6 +1%
13 14
15
16 17