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Essex Property Trust

399 hedge funds and large institutions have $14.6B invested in Essex Property Trust in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 131

12% more capital invested

Capital invested by funds: $13B → $14.6B (+$1.61B)

1% more funds holding

Funds holding: 394399 (+5)

0.74% less ownership

Funds ownership: 98.41%97.67% (-0.74%)

33% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $7.81M

Holders
399
Holders Change
+5
Holders Change %
+1.27%
% of All Funds
10.63%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
41
Increased
162
Reduced
131
Closed
30
Calls
$5.22M
Puts
$7.81M
Net Calls
-$2.59M
Net Calls Change
-$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
376
Natixis Investment Managers International
France
$35K -$7.47K -33 -18%
First Manhattan
377
First Manhattan
New York
$34K
TFA
378
Transamerica Financial Advisors
Florida
$32K
MFS
379
MSI Financial Services
Massachusetts
$27K -$14K -62 -34%
OFS
380
Orrstown Financial Services
Pennsylvania
$27K
SF
381
Synovus Financial
Georgia
$27K
SIA
382
Stancorp Investment Advisers
Oregon
$23K
IMS
383
Index Management Solutions
Pennsylvania
$19K +$12K +53 +171%
WA
384
WFG Advisors
Texas
$18K
NSIM
385
North Star Investment Management
Illinois
$14K
BPBT
386
Boston Private Bank & Trust
Massachusetts
$12K -$15.9K -70 -57%
CFA
387
Carroll Financial Associates
North Carolina
$9K
S
388
SignatureFD
Georgia
$7K +$679 +3 +11%
SSB
389
Sandy Spring Bank
Maryland
$7K +$6.79K +30 New
ARMT
390
Amica Retiree Medical Trust
Rhode Island
$6K
TI
391
Turner Investments
Pennsylvania
$5K -$328K -1,450 -99%
TWA
392
TCI Wealth Advisors
Arizona
$5K
VNA
393
Valley National Advisers
Pennsylvania
$5K
TDC
394
Thompson Davis & Co
Virginia
$4K -$4.08K -18 -50%
GT
395
Glenmede Trust
Pennsylvania
$3K
CAW
396
Cornerstone Advisors (Washington)
Washington
$2K
IPC
397
Independent Portfolio Consultants
Florida
$2K +$1.81K +8 New
WCM
398
Wealthcare Capital Management
Virginia
$2K +$1.81K +8 New
ST
399
Spot Trading
Illinois
$2K +$2.27K +10 New
JWA
400
JFS Wealth Advisors
Pennsylvania
$1K +$679 +3 New