Empire State Realty Series ES
ESBA
34 hedge funds and large institutions have $8.05M invested in Empire State Realty Series ES in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 0 closing their positions.
18% more capital invested
Capital invested by funds: $6.84M → $8.05M (+$1.21M)
3% more funds holding
Funds holding: 33 → 34 (+1)
0.43% more ownership
Funds ownership: 4.52% → 4.94% (+0.43%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$598K |
| 2 |
SC
Samjo Capital
New York
|
+$106K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$59.8K |
| 4 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$35.2K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$59.4K |
| 2 |
SFG
Sterling Financial Group
Pasadena,
California
|
-$18.8K |
| 3 |
Morgan Stanley
New York
|
-$4.09K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.64K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MJP
26
Michael J. Puzo
| $93.6K | – | – | – |
|
|
CCG
27
Cypress Capital Group
Palm Beach,
Florida
| $85.9K | – | – | – |
|
|
NWM
28
Northcape Wealth Management
Williamsville,
New York
| $80K | – | – | – |
|
|
CTB
29
Country Trust Bank
Bloomington,
Illinois
| $73.4K | – | – | – |
|
30
Bank of America
Charlotte,
North Carolina
| $61.8K | – | – | – |
|
|
31
UBS Group
Zurich,
Switzerland
| $43.7K | -$59.4K | -7,262 | -57% |
|
|
CIA
32
Choate Investment Advisors
Boston,
Massachusetts
| $34.4K | +$35.2K | +4,301 | New |
|
|
ACM
33
Antonetti Capital Management
Naples,
Florida
| $20K | – | – | – |
|
|
PWMG
34
Prestige Wealth Management Group
Flemington,
New Jersey
| $8.98K | – | – | – |
|
ESBA Hedge Fund Activity: Q3 2023 in Review
34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q3 2023, worth a combined $8.05M — up 18% from $6.84M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ESBA positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $598K. The largest seller was UBS Group, cutting an estimated $59.4K.
- 34 institutional investors held Empire State Realty Series ES (ESBA) as of Q3 2023, up from 33 in Q2 2023.
- Funds reported $8.05M of Empire State Realty Series ES stock for Q3 2023, up 18% quarter-over-quarter.
- 3 funds opened new Empire State Realty Series ES positions in Q3 2023 and 0 closed out, a net change of +3 holders.
- The largest Empire State Realty Series ES buyer in Q3 2023 was Corient Private Wealth, an estimated $598K added.
- The largest Empire State Realty Series ES seller in Q3 2023 was UBS Group, an estimated $59.4K sold.
Based on aggregated 13F filings for Q3 2023.