We are live on ! Find out more
ESS icon

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
SLF
376
Sun Life Financial
Ontario, Canada
$123K +$1.57K +6 +1%
WTB
377
Washington Trust Bank
Washington
$118K
CHC
378
City Holding Co
West Virginia
$90K
MIFH
379
Migdal Insurance & Financial Holdings
Israel
$90K
NSIM
380
North Star Investment Management
Illinois
$89K
ARMT
381
Amica Retiree Medical Trust
Rhode Island
$89K +$91.2K +349 New
NFG
382
Next Financial Group
Texas
$85K -$19.3K -74 -19%
IDBONY
383
Israel Discount Bank of New York
New York
$80K
FIB
384
First Interstate Bank
Montana
$76K +$5.49K +21 +8%
GWS
385
Glassman Wealth Services
Virginia
$75K
HFM
386
Harvest Fund Management
China
$70K
FPFS
387
First Personal Financial Services
North Carolina
$65K
EMG
388
ETF Managers Group
New Jersey
$58K +$4.96K +19 +9%
AIL
389
AGF Investments LLC
Ontario, Canada
$44K
Truist Financial
390
Truist Financial
North Carolina
$44K
ZB
391
Zions Bancorporation
Utah
$41K +$6.27K +24 +17%
HR
392
Howe & Rusling
New York
$39K
FHA
393
First Horizon Advisors
Tennessee
$38K -$2.35K -9 -6%
WAM
394
Wealthspire Advisors (Maryland)
Maryland
$38K +$3.4K +13 +9%
GLI
395
Guardian Life Insurance
New York
$37K
PWM
396
Perigon Wealth Management
California
$23K -$283K -1,085 -92%
BTIS
397
BB&T Investment Services
North Carolina
$23K +$9.14K +35 +51%
FANJ
398
Financial Architects (New Jersey)
New Jersey
$21K -$261 -1 -1%
CCM
399
Cribstone Capital Management
Maine
$21K
TG
400
TLP Group
Illinois
$18K +$18.3K +70 New