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Empire State Realty Series ES

23 hedge funds and large institutions have $11.1M invested in Empire State Realty Series ES in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% less ownership

Funds ownership: 1.85%1.45% (-0.4%)

12% less funds holding

Funds holding: 2623 (-3)

26% less capital invested

Capital invested by funds: $14.9M → $11.1M (-$3.81M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.49M -$948K -52,592 -28%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.21M -$180K -10,000 -13%
MJP
3
Michael J. Puzo
$1.06M -$58K -3,220 -5%
WIC
4
Woodmont Investment Counsel
Tennessee
$829K -$108K -5,968 -12%
SB
5
Suntrust Banks
Georgia
$692K
HC
6
Hurley Capital
New York
$619K +$290K +16,060 +88%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$605K
CT
8
Chicago Trust
Illinois
$479K +$465K +25,809 New
OMC
9
Old Mission Capital
Illinois
$465K -$2.38M -132,052 -84%
Wells Fargo
10
Wells Fargo
California
$431K -$115K -6,365 -22%
TCT
11
TIAA CREF Trust
Missouri
$323K -$152K -8,426 -33%
Mariner
12
Mariner
Kansas
$316K +$1.39K +77 +0.5%
PCM
13
Palisade Capital Management
New Jersey
$313K
EWM
14
Edge Wealth Management
New York
$242K
RC
15
RegentAtlantic Capital
New Jersey
$227K
WJA
16
Williams Jones & Associates
New York
$188K
Bank of America
17
Bank of America
North Carolina
$188K +$103K +5,735 +130%
RWA
18
Ropes Wealth Advisors
Massachusetts
$160K +$155K +8,603 New
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$126K +$122K +6,772 New
UBS Group
20
UBS Group
Switzerland
$97K -$7.79K -432 -8%
TIM
21
Tortoise Investment Management
New York
$40K
AIG
22
American International Group
New York
$10.6K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5K
DT
24
Diversified Trust
Tennessee
-$860K -49,180 Closed
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
-$203K -11,598 Closed

ESBA Hedge Fund Activity: Q1 2015 in Review

23 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q1 2015, worth a combined $11.1M — down 26% from $14.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ESBA and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Hurley Capital, adding an estimated $290K. The largest seller was Old Mission Capital, cutting an estimated $2.38M.

  • 23 institutional investors held Empire State Realty Series ES (ESBA) as of Q1 2015, down from 26 in Q4 2014.
  • Funds reported $11.1M of Empire State Realty Series ES stock for Q1 2015, down 26% quarter-over-quarter.
  • 3 funds opened new Empire State Realty Series ES positions in Q1 2015 and 5 closed out, a net change of -2 holders.
  • The largest Empire State Realty Series ES buyer in Q1 2015 was Hurley Capital, an estimated $290K added.
  • The largest Empire State Realty Series ES seller in Q1 2015 was Old Mission Capital, an estimated $2.38M sold.

Based on aggregated 13F filings for Q1 2015.