Essex Property Trust
269 hedge funds and large institutions have $5.55B invested in Essex Property Trust in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 105 reducing their positions, and 29 closing their positions.
59% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 29
58% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $10.1M
6% more funds holding
Funds holding: 253 → 269 (+16)
3.04% more ownership
Funds ownership: 98.27% → 101.31% (+3%)
0% more capital invested
Capital invested by funds: $5.52B → $5.55B (+$25.2M)
16% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 105
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$88.1M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$43.8M |
| 3 |
Bank of New York Mellon
New York
|
+$22.9M |
| 4 |
JP Morgan Chase
New York
|
+$21.5M |
| 5 |
Morgan Stanley
New York
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$85.5M |
| 2 |
Janus Henderson Group
London,
|
-$31.5M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$27.1M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$22.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$21.1M |
ESS Hedge Fund Activity: Q4 2013 in Review
269 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q4 2013, worth a combined $5.55B — up 0.46% from $5.52B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ESS positions and 29 closed out — a net gain of 17 holders — while 88 added to existing stakes and 105 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $88.1M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $85.5M sold.
- 269 institutional investors held Essex Property Trust (ESS) as of Q4 2013, up from 253 in Q3 2013.
- Funds reported $5.55B of Essex Property Trust stock for Q4 2013, up 0.46% quarter-over-quarter.
- 46 funds opened new Essex Property Trust positions in Q4 2013 and 29 closed out, a net change of +17 holders.
- The largest Essex Property Trust buyer in Q4 2013 was Deutsche Bank, an estimated $88.1M added.
- The largest Essex Property Trust seller in Q4 2013 was OppenheimerFunds, an estimated $85.5M sold.
Based on aggregated 13F filings for Q4 2013.