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Empire State Realty Series ES

29 hedge funds and large institutions have $13M invested in Empire State Realty Series ES in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more funds holding

Funds holding: 2329 (+6)

17% more capital invested

Capital invested by funds: $11.1M → $13M (+$1.89M)

0.45% more ownership

Funds ownership: 1.45%1.91% (+0.45%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
3
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.68M +$1.6M +89,251 +881%
Morgan Stanley
2
Morgan Stanley
New York
$1.64M -$664K -37,093 -28%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.1M
OMC
4
Old Mission Capital
Illinois
$888K +$492K +27,505 +110%
MJP
5
Michael J. Puzo
$879K -$89.4K -5,000 -9%
WIC
6
Woodmont Investment Counsel
Tennessee
$687K -$71.6K -4,000 -9%
Wells Fargo
7
Wells Fargo
California
$673K +$297K +16,606 +72%
OC
8
Oppenheimer & Co
New York
$644K +$681K +38,064 New
SB
9
Suntrust Banks
Georgia
$630K
HC
10
Hurley Capital
New York
$582K
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$551K
CT
12
Chicago Trust
Illinois
$436K
TCT
13
TIAA CREF Trust
Missouri
$294K
AAM
14
American Asset Management
Florida
$291K +$308K +17,206 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$291K +$308K +17,206 New
PCM
16
Palisade Capital Management
New Jersey
$237K -$51.2K -2,862 -17%
EWM
17
Edge Wealth Management
New York
$220K
CPA
18
Cowen Prime Advisors
New York
$218K +$231K +12,904 New
RC
19
RegentAtlantic Capital
New Jersey
$207K
Mariner
20
Mariner
Kansas
$192K -$101K -5,666 -33%
WJA
21
Williams Jones & Associates
New York
$172K
RWA
22
Ropes Wealth Advisors
Massachusetts
$145K
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$114K
IWMPD
24
Integrated Wealth Management (Palm Desert)
California
$97K +$103K +5,736 New
UBS Group
25
UBS Group
Switzerland
$83K -$5.54K -310 -6%

ESBA Hedge Fund Activity: Q2 2015 in Review

29 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q2 2015, worth a combined $13M — up 17% from $11.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ESBA positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $1.6M. The largest seller was Morgan Stanley, cutting an estimated $664K.

  • 29 institutional investors held Empire State Realty Series ES (ESBA) as of Q2 2015, up from 23 in Q1 2015.
  • Funds reported $13M of Empire State Realty Series ES stock for Q2 2015, up 17% quarter-over-quarter.
  • 6 funds opened new Empire State Realty Series ES positions in Q2 2015 and 0 closed out, a net change of +6 holders.
  • The largest Empire State Realty Series ES buyer in Q2 2015 was Bank of America, an estimated $1.6M added.
  • The largest Empire State Realty Series ES seller in Q2 2015 was Morgan Stanley, an estimated $664K sold.

Based on aggregated 13F filings for Q2 2015.