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Empire State Realty Series ES

34 hedge funds and large institutions have $16.9M invested in Empire State Realty Series ES in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $14M → $16.9M (+$2.84M)

10% more funds holding

Funds holding: 3134 (+3)

0.27% more ownership

Funds ownership: 2.11%2.38% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
5
Reduced
6
Closed
4
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
$2.06M -$101K -5,400 -5%
NSIM
2
North Star Investment Management
Illinois
$1.79M
OMC
3
Old Mission Capital
Illinois
$1.11M +$572K +30,588 +110%
Morgan Stanley
4
Morgan Stanley
New York
$997K -$307K -16,406 -24%
MRCM
5
M&R Capital Management
New Jersey
$958K +$946K +50,584 New
MJP
6
Michael J. Puzo
$881K -$18.7K -1,000 -2%
WIC
7
Woodmont Investment Counsel
Tennessee
$713K -$37.4K -2,000 -5%
Stifel Financial
8
Stifel Financial
Missouri
$666K +$657K +35,146 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$630K +$673 +36 +0.1%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$531K +$271K +14,467 +107%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$523K
CT
12
Chicago Trust
Illinois
$489K
GLA
13
Great Lakes Advisors
Illinois
$489K
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$474K -$486K -26,000 -51%
UBS Group
15
UBS Group
Switzerland
$433K +$343K +18,322 +407%
Wells Fargo
16
Wells Fargo
California
$393K -$80.5K -4,301 -17%
BBA
17
BLB&B Advisors
Pennsylvania
$353K
SB
18
Suntrust Banks
Georgia
$353K
TCT
19
TIAA CREF Trust
Missouri
$329K
AAM
20
American Asset Management
Florida
$326K
Creative Planning
21
Creative Planning
Kansas
$326K +$322K +17,206 New
PCM
22
Palisade Capital Management
New Jersey
$246K
CPA
23
Cowen Prime Advisors
New York
$245K
EWM
24
Edge Wealth Management
New York
$245K
KFS
25
Kurt F. Somerville
$208K +$206K +11,000 New

ESBA Hedge Fund Activity: Q2 2016 in Review

34 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q2 2016, worth a combined $16.9M — up 20% from $14M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ESBA positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was M&R Capital Management, opening a new position worth an estimated $946K. The largest seller was PNC Financial Services Group, cutting an estimated $486K.

  • 34 institutional investors held Empire State Realty Series ES (ESBA) as of Q2 2016, up from 31 in Q1 2016.
  • Funds reported $16.9M of Empire State Realty Series ES stock for Q2 2016, up 20% quarter-over-quarter.
  • 7 funds opened new Empire State Realty Series ES positions in Q2 2016 and 4 closed out, a net change of +3 holders.
  • The largest Empire State Realty Series ES buyer in Q2 2016 was M&R Capital Management, an estimated $946K added.
  • The largest Empire State Realty Series ES seller in Q2 2016 was PNC Financial Services Group, an estimated $486K sold.

Based on aggregated 13F filings for Q2 2016.