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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
CCM
476
Copeland Capital Management
Pennsylvania
$2K
LWCFA
477
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
OSAM
478
O'Shaughnessy Asset Management
Connecticut
$2K +$576 +2 +40%
AC
479
Avestar Capital
New York
$1K
BWM
480
BerganKDV Wealth Management
Minnesota
$1K
BCA
481
Berman Capital Advisors
Georgia
$1K
ESB
482
Essex Savings Bank
Connecticut
$1K
Fidelity International
483
Fidelity International
Bermuda
$1K
GWMIA
484
Global Wealth Management Investment Advisory
Florida
$1K
TWA
485
TCI Wealth Advisors
Arizona
$1K
CFB
486
Cullen/Frost Bankers
Texas
$1K +$576 +2 +200%
EFSCE
487
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$865 +3 New
AFM
488
Anson Funds Management
Texas
$672
GT
489
Glenmede Trust
Pennsylvania
$36 -$288K -1,000 -89%
ZIG
490
Zurich Insurance Group
Switzerland
-$17.6M -60,801 Closed
Teacher Retirement System of Texas
491
Teacher Retirement System of Texas
Texas
-$7.45M -25,759 Closed
GCM
492
Garland Capital Management
Washington
-$4.2M -14,525 Closed
SRAM
493
Stone Ridge Asset Management
New York
-$2.89M -10,000 Closed
Jane Street
494
Jane Street
New York
-$2.76M -9,543 Closed
VF
495
Virtu Financial
New York
-$2M -6,905 Closed
Squarepoint
496
Squarepoint
New York
-$1.74M -6,020 Closed
VIA
497
Vident Investment Advisory
Georgia
-$1.59M -5,515 Closed
ECM
498
ExodusPoint Capital Management
New York
-$836K -2,891 Closed
Qube Research & Technologies (QRT)
499
Qube Research & Technologies (QRT)
United Kingdom
-$770K -2,662 Closed
TCM
500
Teza Capital Management
Illinois
-$639K -2,208 Closed

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.