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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
WTB
376
Washington Trust Bank
Washington
$90K
CHC
377
City Holding Co
West Virginia
$87K
PCM
378
Prelude Capital Management
New York
$87K +$85K +353 New
IA
379
IFP Advisors
Florida
$86K -$5.78K -24 -6%
TAM
380
Tiverton Asset Management
Delaware
$85K
CBT
381
Capital Bank & Trust
California
$83K +$81.2K +337 New
HFM
382
Harvest Fund Management
China
$77K +$21.7K +90 +40%
ARMT
383
Amica Retiree Medical Trust
Rhode Island
$76K
GWS
384
Glassman Wealth Services
Virginia
$74K
NCM
385
Nelson Capital Management
California
$64K
FPFS
386
First Personal Financial Services
North Carolina
$58K
WAM
387
Wealthspire Advisors (Maryland)
Maryland
$52K +$482 +2 +1%
PO
388
Private Ocean
California
$51K
AIL
389
AGF Investments LLC
Ontario, Canada
$49K +$8.67K +36 +22%
MYIA
390
Mount Yale Investment Advisors
Colorado
$46K +$43.4K +180 New
GLI
391
Guardian Life Insurance
New York
$45K
SLF
392
Sun Life Financial
Ontario, Canada
$45K +$482 +2 +1%
PCG
393
Private Capital Group
Connecticut
$45K +$1.93K +8 +5%
IDBONY
394
Israel Discount Bank of New York
New York
$44K -$44.6K -185 -51%
KA
395
Kaizen Advisory
Illinois
$41K
RCAG
396
Rehmann Capital Advisory Group
Michigan
$39.7K
TAIM
397
TD Ameritrade Investment Management
Nebraska
$39K +$33K +137 +685%
HR
398
Howe & Rusling
New York
$37K
Bessemer Group
399
Bessemer Group
New Jersey
$33K +$31.3K +130 +2,600%
TRCT
400
Tower Research Capital (TRC)
New York
$31K -$1.06M -4,402 -97%