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Essex Property Trust

361 hedge funds and large institutions have $11.4B invested in Essex Property Trust in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 131 increasing their positions, 145 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $4.81M

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

2% more funds holding

Funds holding: 354361 (+7)

0.07% more ownership

Funds ownership: 100.19%100.26% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

2% less capital invested

Capital invested by funds: $11.6B → $11.4B (-$205M)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 145

Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
35
Increased
131
Reduced
145
Closed
27
Calls
$12.2M
Puts
$4.81M
Net Calls
+$7.36M
Net Calls Change
+$16.2M

ESS Hedge Fund Activity: Q3 2014 in Review

361 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q3 2014, worth a combined $11.4B — down 1.8% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ESS positions and 27 closed out — a net gain of 8 holders — while 131 added to existing stakes and 145 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $145M. The largest seller was EII Capital Management, cutting an estimated $223M.

  • 361 institutional investors held Essex Property Trust (ESS) as of Q3 2014, up from 354 in Q2 2014.
  • Funds reported $11.4B of Essex Property Trust stock for Q3 2014, down 1.8% quarter-over-quarter.
  • 35 funds opened new Essex Property Trust positions in Q3 2014 and 27 closed out, a net change of +8 holders.
  • The largest Essex Property Trust buyer in Q3 2014 was Daiwa Securities Group, an estimated $145M added.
  • The largest Essex Property Trust seller in Q3 2014 was EII Capital Management, an estimated $223M sold.

Based on aggregated 13F filings for Q3 2014.