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Essex Property Trust

451 hedge funds and large institutions have $16B invested in Essex Property Trust in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 146 increasing their positions, 174 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $15.4B → $16B (+$610M)

0.72% more ownership

Funds ownership: 97.34%98.06% (+0.72%)

2% less funds holding

Funds holding: 462451 (-11)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

16% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 174

42% less call options, than puts

Call options by funds: $27M | Put options by funds: $46.7M

Holders
451
Holders Change
-11
Holders Change %
-2.38%
% of All Funds
10.31%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
39
Increased
146
Reduced
174
Closed
46
Calls
$27M
Puts
$46.7M
Net Calls
-$19.6M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
351
Glenmede Trust
Pennsylvania
$250K -$1.2K -5 -0.5%
CCA
352
Checchi Capital Advisers
California
$250K +$10.1K +42 +4%
SC
353
Scotia Capital
Ontario, Canada
$237K +$231K +959 New
IIC
354
Ironwood Investment Counsel
Arizona
$234K
SI
355
Stephens Inc
Arkansas
$230K +$1.2K +5 +0.5%
BUB
356
BBVA USA Bancshares
Texas
$228K -$104K -431 -32%
Brown Advisory
357
Brown Advisory
Maryland
$227K -$16.1K -67 -7%
FC
358
FCA Corp
Texas
$222K
BTS
359
BB&T Securities
Virginia
$216K
FMBTD
360
First Midwest Bank Trust Division
Illinois
$213K -$11.1K -46 -5%
WA
361
Waverly Advisors
Alabama
$213K
RCM
362
RB Capital Management
Nevada
$209K
SCM
363
Shelton Capital Management
Colorado
$203K +$198K +823 New
DWM
364
Destination Wealth Management
California
$202K +$197K +820 New
GP
365
Girard Partners
Pennsylvania
$184K +$180K +746 New
RIM
366
Rampart Investment Management
Connecticut
$181K -$1.08M -4,464 -67%
LS
367
Livforsakringsbolaget Skandia
Sweden
$148K -$96.3K -400 -40%
SWA
368
Sutton Wealth Advisors
Florida
$143K
MC
369
Muzinich & Co
New York
$136K
NSIM
370
North Star Investment Management
Illinois
$136K
AF
371
Allworth Financial
California
$131K
MPIA
372
Mountain Pacific Investment Advisers
Idaho
$122K +$119K +495 New
CGT
373
Capital Guardian Trust
California
$113K +$110K +458 New
FIB
374
First Interstate Bank
Montana
$103K
FHB
375
First Hawaiian Bank
Hawaii
$101K +$98.7K +410 New