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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
Ameriprise
51
Ameriprise
Minnesota
$30.9M +$2.42M +14,994 +9%
Citadel Advisors
52
Citadel Advisors
Florida
$30.6M -$4.17M -25,860 -13%
RFC
53
Russell Frank Company
Washington
$30.2M -$3.71M -22,979 -11%
CC
54
Carlson Capital
Texas
$28.3M +$26.8M +166,403 New
Charles Schwab
55
Charles Schwab
California
$27.3M +$4.18M +25,912 +19%
Macquarie Group
56
Macquarie Group
Australia
$26M +$6.86M +42,564 +39%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$25.9M +$9.42M +58,402 +62%
BIM
58
BlackRock Investment Management
Delaware
$24.4M -$1.03M -6,410 -4%
SCRM
59
Security Capital Research & Management
Illinois
$23.6M -$6.19M -38,360 -22%
WBC
60
Westpac Banking Corp
Australia
$23.1M +$6.72M +41,681 +44%
RC
61
Resolution Capital
Australia
$23M +$685K +4,250 +4%
ICM
62
IronBridge Capital Management
Illinois
$21M -$1.18M -7,299 -6%
UOC
63
UBS O'Connor
Illinois
$19.5M +$18.5M +114,800 New
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$19M -$3.28M -20,325 -15%
Franklin Resources
65
Franklin Resources
California
$17.9M -$581K -3,600 -3%
NFA
66
Nationwide Fund Advisors
Ohio
$17.5M -$6.44M -39,966 -28%
SONJCPFE
67
State of New Jersey Common Pension Fund E
New Jersey
$16.7M
Citigroup
68
Citigroup
New York
$16.5M +$12.3M +76,434 +371%
TIAAOA
69
Teachers Insurance & Annuity Association of America
New York
$15.9M +$77.4K +480 +0.5%
UBS AM
70
UBS AM
Illinois
$14.6M +$3.73M +23,101 +37%
AIG
71
American International Group
New York
$14M +$211K +1,311 +2%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.9M -$944K -5,853 -7%
Fidelity International
73
Fidelity International
Bermuda
$12.5M +$1.92M +11,886 +19%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$12.4M -$129K -800 -1%
SO
75
STRS Ohio
Ohio
$12.4M +$806K +5,000 +7%