Essex Property Trust
394 hedge funds and large institutions have $13B invested in Essex Property Trust in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 144 increasing their positions, 135 reducing their positions, and 19 closing their positions.
316% more call options, than puts
Call options by funds: $5.76M | Put options by funds: $1.38M
205% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 19
14% more capital invested
Capital invested by funds: $11.4B → $13B (+$1.62B)
9% more funds holding
Funds holding: 361 → 394 (+33)
7% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 135
1.84% less ownership
Funds ownership: 100.26% → 98.41% (-1.8%)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$68.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$64.6M |
| 4 |
Cohen & Steers
New York
|
+$63.4M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$74.4M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$70.6M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$60.8M |
| 4 |
ECM
EII Capital Management
New York
|
-$58.3M |
| 5 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$57M |
ESS Hedge Fund Activity: Q4 2014 in Review
394 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q4 2014, worth a combined $13B — up 14% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new ESS positions and 19 closed out — a net gain of 39 holders — while 144 added to existing stakes and 135 trimmed.
The largest buyer was Janus Henderson Investors US, adding an estimated $68.2M. The largest seller was Deutsche Bank, cutting an estimated $74.4M.
- 394 institutional investors held Essex Property Trust (ESS) as of Q4 2014, up from 361 in Q3 2014.
- Funds reported $13B of Essex Property Trust stock for Q4 2014, up 14% quarter-over-quarter.
- 58 funds opened new Essex Property Trust positions in Q4 2014 and 19 closed out, a net change of +39 holders.
- The largest Essex Property Trust buyer in Q4 2014 was Janus Henderson Investors US, an estimated $68.2M added.
- The largest Essex Property Trust seller in Q4 2014 was Deutsche Bank, an estimated $74.4M sold.
Based on aggregated 13F filings for Q4 2014.