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Essex Property Trust
ESS

424 hedge funds and large institutions have $17B invested in Essex Property Trust in 2017 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 158 increasing their positions, 149 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.73B)

6% more funds holding

Funds holding: 399 → 424 (+25)

6% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 149

0.1% more ownership

Funds ownership: 100.78% → 100.87% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

52% less call options, than puts

Call options by funds: $9.99M | Put options by funds: $21M

Holders
424
Holders Change
+25
Holders Change %
+6.27%
% of All Funds
10.54%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
50
Increased
158
Reduced
149
Closed
22
Calls
$9.99M
Puts
$21M
Net Calls
-$11M
Net Calls Change
+$1.1M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$263M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$104M
3
American Century Companies
American Century Companies
Missouri
+$60.3M
4
HRES
Heitman Real Estate Securities
Illinois
+$50.1M
5
Barclays
Barclays
United Kingdom
+$36M

Top Sellers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
-$109M
2
Morgan Stanley
Morgan Stanley
New York
-$97.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$87.4M
4
Deutsche Bank
Deutsche Bank
Germany
-$78M
5
AAMU
APG Asset Management US
New York
-$43.3M

ESS Hedge Fund Activity: Q2 2017 in Review

424 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2017, worth a combined $17B — up 11% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ESS positions and 22 closed out — a net gain of 28 holders — while 158 added to existing stakes and 149 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $263M. The largest seller was Long Pond Capital, exiting entirely with an estimated $109M sold.

  • 424 institutional investors held Essex Property Trust (ESS) as of Q2 2017, up from 399 in Q1 2017.
  • Funds reported $17B of Essex Property Trust stock for Q2 2017, up 11% quarter-over-quarter.
  • 50 funds opened new Essex Property Trust positions in Q2 2017 and 22 closed out, a net change of +28 holders.
  • The largest Essex Property Trust buyer in Q2 2017 was Cohen & Steers, an estimated $263M added.
  • The largest Essex Property Trust seller in Q2 2017 was Long Pond Capital, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2017.