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Essex Property Trust

431 hedge funds and large institutions have $16.3B invested in Essex Property Trust in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more funds holding

Funds holding: 424431 (+7)

4% less capital invested

Capital invested by funds: $17B → $16.3B (-$724M)

3.61% less ownership

Funds ownership: 100.87%97.27% (-3.6%)

28% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $19.4M

Holders
431
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
10.75%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
40
Increased
164
Reduced
138
Closed
25
Calls
$13.9M
Puts
$19.4M
Net Calls
-$5.53M
Net Calls Change
+$6.03M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
176
ExxonMobil Investment Management
Texas
$3.06M -$142K -544 -4%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$3.04M +$30.8K +118 +1%
CSIC
178
Clifford Swan Investment Counsel
California
$3.03M -$49.4K -189 -2%
SLAM
179
Swiss Life Asset Management
$3.03M -$202K -775 -6%
Bank of Nova Scotia
180
Bank of Nova Scotia
Ontario, Canada
$2.91M -$2.84M -10,881 -49%
Lazard Asset Management
181
Lazard Asset Management
New York
$2.89M -$12.8K -49 -0.4%
EVM
182
Eaton Vance Management
Massachusetts
$2.89M -$154K -589 -5%
SOAMC
183
Spirit of America Management Corp
New York
$2.83M -$52.2K -200 -2%
Rafferty Asset Management
184
Rafferty Asset Management
New York
$2.77M +$321K +1,228 +13%
MSV
185
MN Services Vermogensbeheer
Netherlands
$2.75M +$52.2K +200 +2%
ZIG
186
Zurich Insurance Group
Switzerland
$2.67M -$125K -479 -4%
Kayne Anderson Rudnick Investment Management
187
Kayne Anderson Rudnick Investment Management
California
$2.56M +$297K +1,139 +13%
JG
188
Jefferies Group
New York
$2.44M -$289K -1,106 -10%
CWM
189
CIBC World Markets
New York
$2.44M +$88.3K +338 +4%
ACM
190
Alethea Capital Management
Washington
$2.42M -$327K -1,251 -12%
FM
191
Forward Management
California
$2.41M
LOAMS
192
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.38M +$2.45M +9,376 New
MSA
193
Mason Street Advisors
Wisconsin
$2.33M +$14.9K +57 +0.6%
PDN
194
Pensionfund DSM Netherlands
Netherlands
$2.23M
US Bancorp
195
US Bancorp
Minnesota
$2.22M +$778K +2,977 +52%
Skandinaviska Enskilda Banken (SEB)
196
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.21M +$209K +800 +10%
AIP
197
Ameritas Investment Partners
Nebraska
$2.14M
XK
198
Xact Kapitalforvaltning
Sweden
$2.09M +$34.7K +133 +2%
SMDAM
199
Sumitomo Mitsui DS Asset Management
Japan
$2.07M -$105K -402 -5%
BA
200
Bennicas & Associates
California
$2.07M -$38.1K -146 -2%