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Essex Property Trust

264 hedge funds and large institutions have $7.28B invested in Essex Property Trust in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

32% more capital invested

Capital invested by funds: $5.53B → $7.28B (+$1.75B)

27% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 85

9.93% more ownership

Funds ownership: 101.31%111.24% (+9.9%)

4% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $12.8M

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 269264 (-5)

Holders
264
Holders Change
-5
Holders Change %
-1.86%
% of All Funds
7.63%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.23%
New
40
Increased
108
Reduced
85
Closed
42
Calls
$13.3M
Puts
$12.8M
Net Calls
+$510K
Net Calls Change
-$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
26
abrdn Investment Management
United Kingdom
$65.9M +$22.5M +139,726 +56%
AAMU
27
APG Asset Management US
New York
$61.9M +$22.6M +139,964 +63%
Morgan Stanley
28
Morgan Stanley
New York
$61.5M -$21.4M -132,844 -27%
MCM
29
Munder Capital Management
Michigan
$60.3M +$273K +1,692 +0.5%
N
30
Nuveen
North Carolina
$59.4M +$5.43M +33,659 +11%
JP Morgan Chase
31
JP Morgan Chase
New York
$53.4M -$2.71M -16,791 -5%
Norges Bank
32
Norges Bank
Norway
$49.8M
Asset Management One
33
Asset Management One
Japan
$48.4M -$1.7M -10,543 -4%
TCIM
34
TIAA CREF Investment Management
New York
$46.9M +$33.7M +208,809 +312%
Barclays
35
Barclays
United Kingdom
$44M +$3.67M +22,752 +10%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$42.7M -$782K -4,850 -2%
Prudential Financial
37
Prudential Financial
New Jersey
$41.9M -$2.41M -14,964 -6%
BG
38
BlackRock Group
United Kingdom
$39.7M +$316K +1,960 +0.8%
PS
39
Presima Securities
Quebec, Canada
$39.7M +$37.6M +233,400 New
Geode Capital Management
40
Geode Capital Management
Massachusetts
$39.5M +$2.74M +17,017 +8%
Bank of America
41
Bank of America
North Carolina
$39M +$21.5M +133,039 +138%
Renaissance Technologies
42
Renaissance Technologies
New York
$37.9M +$35.9M +222,930 New
BC
43
Brookfield Corp
Ontario, Canada
$36.9M -$37.3M -231,136 -52%
American Century Companies
44
American Century Companies
Missouri
$36.5M +$19.4M +120,045 +127%
CS
45
Credit Suisse
Switzerland
$35.5M +$13.1M +80,955 +63%
AllianceBernstein
46
AllianceBernstein
Tennessee
$34.8M +$24.7M +153,369 +298%
SAM
47
Securian Asset Management
Minnesota
$34.3M +$16.2M +100,600 +99%
PI
48
PGGM Investments
Netherlands
$33.8M
O
49
OppenheimerFunds
New York
$33.2M +$31.5M +195,290 New
DSA
50
Davis Selected Advisers
Arizona
$31.4M -$8.91M -55,255 -23%