We are live on ! Find out more
ESS icon

Essex Property Trust

462 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2018 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 155 increasing their positions, 157 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

4% more funds holding

Funds holding: 443462 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.16% less ownership

Funds ownership: 97.5%97.34% (-0.16%)

1% less capital invested

Capital invested by funds: $15.5B → $15.4B (-$125M)

1% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 157

75% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $54M

Holders
462
Holders Change
+19
Holders Change %
+4.29%
% of All Funds
10.58%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
51
Increased
155
Reduced
157
Closed
29
Calls
$13.8M
Puts
$54M
Net Calls
-$40.3M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
126
Squarepoint
New York
$7.48M +$7.45M +31,278 New
AG
127
Aperio Group
California
$7.46M +$525K +2,203 +8%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$7.41M -$134K -561 -2%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$7.33M -$692K -2,906 -9%
ProShare Advisors
130
ProShare Advisors
Maryland
$7.03M -$498K -2,090 -7%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$6.71M +$2.57M +10,788 +62%
AIMCA
132
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.69M
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$6.4M +$6.38M +26,775 New
PL
134
Perpetual Ltd
Australia
$6.3M +$310K +1,300 +5%
USAA
135
United Services Automobile Association
Texas
$6.11M +$99.8K +419 +2%
Korea Investment Corp
136
Korea Investment Corp
South Korea
$6.09M -$2.5M -10,500 -29%
MAM
137
Meeder Asset Management
Ohio
$6.01M +$3.14M +13,180 +110%
ERSOT
138
Employees Retirement System of Texas
Texas
$5.98M
Comerica Bank
139
Comerica Bank
Texas
$5.97M -$5.48K -23 -0.1%
OC
140
Oppenheimer & Co
New York
$5.83M
AIG
141
American International Group
New York
$5.43M -$53.1K -223 -1%
HI
142
Honeywell International
North Carolina
$5.41M
Fisher Asset Management
143
Fisher Asset Management
Washington
$5.17M -$833K -3,498 -14%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$4.98M +$1.94M +8,149 +64%
GIBU
145
Gulf International Bank (UK)
United Kingdom
$4.95M
Mitsubishi UFJ Asset Management
146
Mitsubishi UFJ Asset Management
Japan
$4.9M +$11K +46 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
147
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.81M +$4.12M +17,275 +606%
FAF
148
Fjarde Ap-fonden
Sweden
$4.8M +$470K +1,972 +11%
ANI
149
American National Insurance
Texas
$4.78M
BCIM
150
British Columbia Investment Management
British Columbia, Canada
$4.75M -$1.18M -4,963 -20%

ESS Hedge Fund Activity: Q2 2018 in Review

462 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2018, worth a combined $15.4B — down 0.81% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ESS positions and 29 closed out — a net gain of 22 holders — while 155 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $333M. The largest seller was Invesco, cutting an estimated $201M.

  • 462 institutional investors held Essex Property Trust (ESS) as of Q2 2018, up from 443 in Q1 2018.
  • Funds reported $15.4B of Essex Property Trust stock for Q2 2018, down 0.81% quarter-over-quarter.
  • 51 funds opened new Essex Property Trust positions in Q2 2018 and 29 closed out, a net change of +22 holders.
  • The largest Essex Property Trust buyer in Q2 2018 was Cohen & Steers, an estimated $333M added.
  • The largest Essex Property Trust seller in Q2 2018 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2018.