Essex Property Trust
410 hedge funds and large institutions have $15.3B invested in Essex Property Trust in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 145 reducing their positions, and 47 closing their positions.
79% more call options, than puts
Call options by funds: $32.9M | Put options by funds: $18.4M
5% more capital invested
Capital invested by funds: $14.6B → $15.3B (+$775M)
6% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 145
2% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 47
0.89% more ownership
Funds ownership: 99.8% → 100.69% (+0.89%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
1% less funds holding
Funds holding: 416 → 410 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$131M |
| 2 |
JP Morgan Chase
New York
|
+$119M |
| 3 |
AAMU
APG Asset Management US
New York
|
+$109M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$53.5M |
| 5 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$51.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$62.2M |
| 2 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$57.9M |
| 3 |
ACM
Adelante Capital Management
Alameda,
California
|
-$43.8M |
| 4 |
Cohen & Steers
New York
|
-$33.3M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$32M |
ESS Hedge Fund Activity: Q4 2016 in Review
410 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q4 2016, worth a combined $15.3B — up 5.3% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ESS positions and 47 closed out — a net gain of 1 holder — while 154 added to existing stakes and 145 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $131M. The largest seller was Janus Henderson Investors US, cutting an estimated $62.2M.
- 410 institutional investors held Essex Property Trust (ESS) as of Q4 2016, down from 416 in Q3 2016.
- Funds reported $15.3B of Essex Property Trust stock for Q4 2016, up 5.3% quarter-over-quarter.
- 48 funds opened new Essex Property Trust positions in Q4 2016 and 47 closed out, a net change of +1 holder.
- The largest Essex Property Trust buyer in Q4 2016 was Deutsche Bank, an estimated $131M added.
- The largest Essex Property Trust seller in Q4 2016 was Janus Henderson Investors US, an estimated $62.2M sold.
Based on aggregated 13F filings for Q4 2016.