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Essex Property Trust

432 hedge funds and large institutions have $14.9B invested in Essex Property Trust in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 155 increasing their positions, 151 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 30

4% more funds holding

Funds holding: 417432 (+15)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 151

0% more capital invested

Capital invested by funds: $14.9B → $14.9B (+$47.4M)

5.03% less ownership

Funds ownership: 104.96%99.93% (-5%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

41% less call options, than puts

Call options by funds: $7M | Put options by funds: $11.8M

Holders
432
Holders Change
+15
Holders Change %
+3.6%
% of All Funds
11.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
51
Increased
155
Reduced
151
Closed
30
Calls
$7M
Puts
$11.8M
Net Calls
-$4.79M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
376
Sutton Wealth Advisors
Florida
$135K +$2.23K +10 +2%
MC
377
Muzinich & Co
New York
$121K -$292K -1,307 -71%
IWMPD
378
Integrated Wealth Management (Palm Desert)
California
$114K
BMM
379
Buffington Mohr McNeal
Idaho
$113K
WTB
380
Washington Trust Bank
Washington
$106K
NFG
381
Next Financial Group
Texas
$97K +$5.58K +25 +6%
PAIA
382
Park Avenue Institutional Advisers
New York
$95K
Toronto Dominion Bank
383
Toronto Dominion Bank
Ontario, Canada
$82K -$37.5K -168 -32%
CHC
384
City Holding Co
West Virginia
$81K +$78.8K +353 New
TAF
385
Tredje AP-fonden
Sweden
$78K +$67K +300 +750%
AAM
386
Advisors Asset Management
Colorado
$68K
GWS
387
Glassman Wealth Services
Virginia
$68K
FPFS
388
First Personal Financial Services
North Carolina
$57K +$2.68K +12 +5%
GLI
389
Guardian Life Insurance
New York
$56K
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$48K -$12.3K -55 -21%
Truist Financial
391
Truist Financial
North Carolina
$40K
GT
392
Glenmede Trust
Pennsylvania
$39K +$10.3K +46 +36%
HR
393
Howe & Rusling
New York
$36K
FHA
394
First Horizon Advisors
Tennessee
$36K +$6.25K +28 +22%
AIM
395
Acrospire Investment Management
Illinois
$35K +$22.3K +100 +182%
MCM
396
McKinley Capital Management
Alaska
$34K +$33.5K +150 New
First Manhattan
397
First Manhattan
New York
$33K
OFS
398
Orrstown Financial Services
Pennsylvania
$27K
SF
399
Synovus Financial
Georgia
$27K
FIB
400
First Interstate Bank
Montana
$27K +$12.7K +57 +90%