Empire State Realty Series ES
ESBA
32 hedge funds and large institutions have $9.81M invested in Empire State Realty Series ES in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
22% more capital invested
Capital invested by funds: $8.05M → $9.81M (+$1.76M)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0.19% more ownership
Funds ownership: 4.94% → 5.13% (+0.19%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6% less funds holding
Funds holding: 34 → 32 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$537K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$129K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$102K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.4K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$153K |
| 2 |
MJP
Michael J. Puzo
|
-$93.6K |
| 3 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$73.1K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$63.7K |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$34.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| $113K | +$102K | +12,040 | New |
|
|
CCG
27
Cypress Capital Group
Palm Beach,
Florida
| $101K | – | – | – |
|
|
NWM
28
Northcape Wealth Management
Williamsville,
New York
| $94K | – | – | – |
|
|
CTB
29
Country Trust Bank
Bloomington,
Illinois
| $86.3K | – | – | – |
|
|
30
UBS Group
Zurich,
Switzerland
| $62.8K | +$10.4K | +1,218 | +22% |
|
|
PWMG
31
Prestige Wealth Management Group
Flemington,
New Jersey
| $10.6K | – | – | – |
|
|
32
Bank of America
Charlotte,
North Carolina
| $2.18K | -$63.7K | -7,494 | -97% |
|
|
MJP
33
Michael J. Puzo
| – | -$93.6K | -11,700 | Closed |
|
|
CIA
34
Choate Investment Advisors
Boston,
Massachusetts
| – | -$34.4K | -4,301 | Closed |
|
ESBA Hedge Fund Activity: Q4 2023 in Review
32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q4 2023, worth a combined $9.81M — up 22% from $8.05M a quarter earlier.
Fund positioning in ESBA was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $537K. The largest seller was Corient Private Wealth, cutting an estimated $153K.
- 32 institutional investors held Empire State Realty Series ES (ESBA) as of Q4 2023, down from 34 in Q3 2023.
- Funds reported $9.81M of Empire State Realty Series ES stock for Q4 2023, up 22% quarter-over-quarter.
- 2 funds opened new Empire State Realty Series ES positions in Q4 2023 and 2 closed out, a net change of 0 holders.
- The largest Empire State Realty Series ES buyer in Q4 2023 was Morgan Stanley, an estimated $537K added.
- The largest Empire State Realty Series ES seller in Q4 2023 was Corient Private Wealth, an estimated $153K sold.
Based on aggregated 13F filings for Q4 2023.