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Essex Property Trust

488 hedge funds and large institutions have $18.8B invested in Essex Property Trust in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 170

0% more capital invested

Capital invested by funds: $18.8B → $18.8B (+$19M)

0.75% less ownership

Funds ownership: 98.64%97.89% (-0.75%)

2% less funds holding

Funds holding: 497488 (-9)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

25% less call options, than puts

Call options by funds: $63.4M | Put options by funds: $84.8M

Holders
488
Holders Change
-9
Holders Change %
-1.81%
% of All Funds
10.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
48
Increased
178
Reduced
170
Closed
54
Calls
$63.4M
Puts
$84.8M
Net Calls
-$21.4M
Net Calls Change
-$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
GP
376
Girard Partners
Pennsylvania
$252K -$9.51K -33 -4%
RCM
377
RB Capital Management
Nevada
$248K
DWM
378
Destination Wealth Management
California
$246K +$6.34K +22 +3%
BUB
379
BBVA USA Bancshares
Texas
$242K +$15.6K +54 +7%
SB
380
Suntrust Banks
Georgia
$240K -$10.4K -36 -4%
VLKIM
381
Van Lanschot Kempen Investment Management
Netherlands
$236K -$3.16M -10,976 -93%
PAA
382
Peregrine Asset Advisers
Oregon
$236K
TRCT
383
Tower Research Capital (TRC)
New York
$222K -$333K -1,157 -60%
CFGS
384
Concourse Financial Group Securities
Alabama
$219K +$21.9K +76 +11%
CEP
385
Chicago Equity Partners
Illinois
$216K -$2.88K -10 -1%
GCP
386
GSA Capital Partners
United Kingdom
$215K -$66K -229 -24%
Simplex Trading
387
Simplex Trading
Illinois
$215K +$212K +737 New
SCM
388
Schnieders Capital Management
California
$212K +$209K +726 New
Jacobs Levy Equity Management
389
Jacobs Levy Equity Management
New Jersey
$211K +$209K +724 New
ED
390
Exane Derivatives
France
$211K +$47.6K +165 +30%
LOAME
391
Lombard Odier Asset Management (Europe)
United Kingdom
$210K
BMC
392
Beaton Management Company
Massachusetts
$209K -$14.4K -50 -7%
RG
393
Renaissance Group
Kentucky
$206K -$5.48K -19 -3%
MFG
394
Magnus Financial Group
New York
$206K
MIFH
395
Migdal Insurance & Financial Holdings
Israel
$206K +$203K +705 New
SPC
396
Stewart & Patten Company
California
$204K
NP
397
Ninepoint Partners
Ontario, Canada
$197K +$194K +674 New
EMG
398
ETF Managers Group
New Jersey
$191K +$191K +663 New
SWA
399
Sutton Wealth Advisors
Florida
$171K
Bessemer Group
400
Bessemer Group
New Jersey
$167K +$5.48K +19 +3%

ESS Hedge Fund Activity: Q2 2019 in Review

488 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2019, worth a combined $18.8B — up 0.1% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ESS and 48 opened new positions — a net loss of 6 holders — while 170 trimmed existing stakes and 178 added.

The largest buyer was Nuveen, adding an estimated $201M. The largest seller was Fidelity Investments, cutting an estimated $141M.

  • 488 institutional investors held Essex Property Trust (ESS) as of Q2 2019, down from 497 in Q1 2019.
  • Funds reported $18.8B of Essex Property Trust stock for Q2 2019, up 0.1% quarter-over-quarter.
  • 48 funds opened new Essex Property Trust positions in Q2 2019 and 54 closed out, a net change of -6 holders.
  • The largest Essex Property Trust buyer in Q2 2019 was Nuveen, an estimated $201M added.
  • The largest Essex Property Trust seller in Q2 2019 was Fidelity Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2019.