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Essex Property Trust

399 hedge funds and large institutions have $14.6B invested in Essex Property Trust in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 131

12% more capital invested

Capital invested by funds: $13B → $14.6B (+$1.61B)

1% more funds holding

Funds holding: 394399 (+5)

0.74% less ownership

Funds ownership: 98.41%97.67% (-0.74%)

33% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $7.81M

Holders
399
Holders Change
+5
Holders Change %
+1.27%
% of All Funds
10.63%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
41
Increased
162
Reduced
131
Closed
30
Calls
$5.22M
Puts
$7.81M
Net Calls
-$2.59M
Net Calls Change
-$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
151
State of Alaska Department of Revenue
Alaska
$4.54M -$1.95M -8,630 -30%
HI
152
Honeywell International
North Carolina
$4.49M +$306K +1,350 +7%
RJA
153
Raymond James & Associates
Florida
$4.46M +$613K +2,708 +16%
EAM
154
Eagle Asset Management
Florida
$4.33M -$5.21K -23 -0.1%
APG Asset Management
155
APG Asset Management
Netherlands
$4.28M -$2.91M -12,858 -41%
TG
156
TCW Group
California
$4.23M +$113K +500 +3%
FWCM
157
Ferguson Wellman Capital Management
Oregon
$4.22M +$78.1K +345 +2%
USAA
158
United Services Automobile Association
Texas
$4.2M +$217K +960 +6%
BTS
159
BB&T Securities
Virginia
$4.2M +$24.9K +110 +6%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$4.16M +$6.57K +29 +0.2%
RCM
161
Riverhead Capital Management
Delaware
$4.16M +$2.1M +9,280 +105%
SOAMC
162
Spirit of America Management Corp
New York
$4.13M
SG Americas Securities
163
SG Americas Securities
New York
$4.09M -$7.44M -32,845 -65%
Grantham, Mayo, Van Otterloo & Co (GMO)
164
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.02M +$226K +1,000 +6%
MLM
165
Mount Lucas Management
Pennsylvania
$3.83M +$3.77M +16,653 New
CSIC
166
Clifford Swan Investment Counsel
California
$3.78M -$277K -1,225 -7%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$3.7M +$11.5K +51 +0.3%
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
$3.64M +$113K +501 +3%
HIMCH
169
Hartford Investment Management Co (HIMCO)
Connecticut
$3.62M -$63K -278 -2%
EIM
170
ExxonMobil Investment Management
Texas
$3.6M +$133K +587 +4%
IRF
171
IBM Retirement Fund
New York
$3.55M +$7.7K +34 +0.2%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$3.47M -$1M -4,429 -23%
Royal Bank of Canada
173
Royal Bank of Canada
Ontario, Canada
$3.41M -$10.5M -46,272 -76%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$3.35M +$525K +2,319 +19%
FAF
175
Fjarde Ap-fonden
Sweden
$3.28M -$240K -1,060 -7%