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Essex Property Trust

412 hedge funds and large institutions have $15.3B invested in Essex Property Trust in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 153 increasing their positions, 145 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $18.4M

6% more capital invested

Capital invested by funds: $14.5B → $15.3B (+$879M)

1.02% more ownership

Funds ownership: 99.8%100.83% (+1%)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

6% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 145

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less funds holding

Funds holding: 415412 (-3)

Holders
412
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
10.3%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
50
Increased
153
Reduced
145
Closed
46
Calls
$32.9M
Puts
$18.4M
Net Calls
+$14.5M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$110M +$8.12M +37,580 +9%
ACI
27
AMP Capital Investors
Australia
$108M -$13.7M -63,278 -12%
Legal & General Group
28
Legal & General Group
United Kingdom
$108M +$5.45M +25,222 +6%
N
29
Nuveen
North Carolina
$97.4M +$30.4M +140,435 +50%
DPIM
30
Duff & Phelps Investment Management
Illinois
$91M -$21.1M -97,507 -20%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$87.2M +$82.1M +379,883 New
ACM
32
Adelante Capital Management
California
$86.2M -$43.8M -202,739 -35%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$85.7M +$19.3M +89,252 +29%
Ameriprise
34
Ameriprise
Minnesota
$81.7M -$1.87M -8,669 -2%
TA
35
Teachers Advisors
New York
$73.8M +$9.07M +41,956 +15%
RC
36
Resolution Capital
Australia
$68.5M +$51.9M +239,874 +437%
TCIM
37
TIAA CREF Investment Management
New York
$68.3M -$10.6M -49,146 -14%
CS
38
Credit Suisse
Switzerland
$65.8M -$2.7M -12,477 -4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$65.1M +$1.1M +5,100 +2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$63.4M +$3.69M +17,059 +7%
Goldman Sachs
41
Goldman Sachs
New York
$63.4M +$5.23M +24,214 +10%
BlackRock
42
BlackRock
New York
$62.9M +$2.55M +11,807 +5%
Asset Management One
43
Asset Management One
Japan
$60.2M +$14.4M +66,394 +34%
SCRM
44
Security Capital Research & Management
Illinois
$59.4M +$9.16M +42,361 +20%
UBS AM
45
UBS AM
Illinois
$56M +$2.38M +11,015 +5%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$55.8M +$2.72M +12,579 +6%
Victory Capital Management
47
Victory Capital Management
Texas
$55.1M -$8.32M -38,477 -14%
Bank of America
48
Bank of America
North Carolina
$49.4M -$14.8M -68,287 -24%
CBOA
49
Commonwealth Bank of Australia
Australia
$45.1M +$11.4M +52,964 +38%
PS
50
Presima Securities
Quebec, Canada
$42.6M +$2.2M +10,200 +6%

ESS Hedge Fund Activity: Q4 2016 in Review

412 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q4 2016, worth a combined $15.3B — up 6.1% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ESS positions and 46 closed out — a net gain of 4 holders — while 153 added to existing stakes and 145 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $131M. The largest seller was Janus Henderson Investors US, cutting an estimated $62.2M.

  • 412 institutional investors held Essex Property Trust (ESS) as of Q4 2016, down from 415 in Q3 2016.
  • Funds reported $15.3B of Essex Property Trust stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 50 funds opened new Essex Property Trust positions in Q4 2016 and 46 closed out, a net change of +4 holders.
  • The largest Essex Property Trust buyer in Q4 2016 was Deutsche Bank, an estimated $131M added.
  • The largest Essex Property Trust seller in Q4 2016 was Janus Henderson Investors US, an estimated $62.2M sold.

Based on aggregated 13F filings for Q4 2016.