We are live on ! Find out more
ESS icon

Essex Property Trust

477 hedge funds and large institutions have $12.8B invested in Essex Property Trust in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0.99% more ownership

Funds ownership: 96.64%97.63% (+0.99%)

4% less funds holding

Funds holding: 498477 (-21)

12% less capital invested

Capital invested by funds: $14.5B → $12.8B (-$1.71B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 60

56% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $31M

Holders
477
Holders Change
-21
Holders Change %
-4.22%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
43
Increased
186
Reduced
179
Closed
60
Calls
$13.5M
Puts
$31M
Net Calls
-$17.5M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$16K
HNB
427
Huntington National Bank
Ohio
$16K
JFA
428
JNBA Financial Advisors
Minnesota
$15K
BCA
429
Berman Capital Advisors
Georgia
$13K -$3.92K -18 -21%
ST
430
Smithfield Trust
Pennsylvania
$13K +$14.4K +66 New
CAW
431
Cornerstone Advisors (Washington)
Washington
$12K -$3.27K -15 -21%
PW
432
Price Wealth
Texas
$12K +$11.5K +53 +1,060%
VFA
433
Valeo Financial Advisors
Indiana
$11K -$2.61K -12 -18%
TAIM
434
TD Ameritrade Investment Management
Nebraska
$11K
SPIA
435
Steward Partners Investment Advisory
New York
$11K +$5.45K +25 +86%
S
436
SignatureFD
Georgia
$10K -$18.7K -86 -63%
SXL
437
Summit X LLC
Missouri
$8.84K +$3.27K +15 +0.9%
ED
438
Exane Derivatives
France
$8.23K -$112K -514 -93%
CFA
439
Carroll Financial Associates
North Carolina
$8K
PFBT
440
Parkside Financial Bank & Trust
Missouri
$7K -$2.83K -13 -26%
ZB
441
Zions Bancorporation
Utah
$7K -$1.52K -7 -18%
CCA
442
Column Capital Advisors
Indiana
$7K
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$7K
IFAM
444
Institutional & Family Asset Management
Colorado
$7K +$871 +4 +14%
JCM
445
Jacobi Capital Management
Pennsylvania
$7K +$3.27K +15 +75%
PWMG
446
Prestige Wealth Management Group
New Jersey
$6K -$1.09K -5 -15%
FIA
447
FNY Investment Advisers
New York
$6K +$6.53K +30 New
TF
448
TimeScale Financial
Massachusetts
$5K +$4.79K +22 New
BAMG
449
Brand Asset Management Group
Missouri
$5K +$5.66K +26 New
CFD
450
Creative Financial Designs
Indiana
$4K