Essex Property Trust
393 hedge funds and large institutions have $14.3B invested in Essex Property Trust in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 144 reducing their positions, and 37 closing their positions.
164% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $4.83M
14% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 37
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
6% more capital invested
Capital invested by funds: $13.5B → $14.3B (+$810M)
6% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 144
1% more funds holding
Funds holding: 390 → 393 (+3)
0.37% more ownership
Funds ownership: 98.28% → 98.65% (+0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$115M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$49.3M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$47.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$41.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$103M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$55.3M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$42.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.4M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$27.4M |
ESS Hedge Fund Activity: Q3 2015 in Review
393 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q3 2015, worth a combined $14.3B — up 6% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new ESS positions and 37 closed out — a net gain of 5 holders — while 153 added to existing stakes and 144 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $115M. The largest seller was Invesco, cutting an estimated $103M.
- 393 institutional investors held Essex Property Trust (ESS) as of Q3 2015, up from 390 in Q2 2015.
- Funds reported $14.3B of Essex Property Trust stock for Q3 2015, up 6% quarter-over-quarter.
- 42 funds opened new Essex Property Trust positions in Q3 2015 and 37 closed out, a net change of +5 holders.
- The largest Essex Property Trust buyer in Q3 2015 was JP Morgan Chase, an estimated $115M added.
- The largest Essex Property Trust seller in Q3 2015 was Invesco, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2015.