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Empire State Realty Series ES

29 hedge funds and large institutions have $18.4M invested in Empire State Realty Series ES in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $17.8M → $18.4M (+$576K)

0.11% more ownership

Funds ownership: 2.47%2.58% (+0.11%)

3% less funds holding

Funds holding: 3029 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
10
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
$2.24M -$26.4K -1,286 -1%
NSIM
2
North Star Investment Management
Illinois
$1.97M
MJP
3
Michael J. Puzo
$1.79M -$61.5K -3,000 -3%
MRCM
4
M&R Capital Management
New Jersey
$1.05M
State Street
5
State Street
Massachusetts
$986K +$974K +47,500 New
UBS Group
6
UBS Group
Switzerland
$897K +$473K +23,055 +114%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$891K +$880K +42,931 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$871K +$656 +32 +0.1%
AG
9
Advisor Group
Arizona
$860K
WIC
10
Woodmont Investment Counsel
Tennessee
$732K
Morgan Stanley
11
Morgan Stanley
New York
$726K -$47.5K -2,318 -6%
TCT
12
TIAA CREF Trust
Missouri
$539K +$176K +8,603 +49%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$516K -$26.8K -1,309 -5%
LPL Financial
14
LPL Financial
California
$491K +$487K +23,774 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$416K -$102K -4,975 -20%
Wells Fargo
16
Wells Fargo
California
$404K -$34.9K -1,700 -8%
BBA
17
BLB&B Advisors
Pennsylvania
$387K
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$378K -$423K -20,625 -53%
AAM
19
American Asset Management
Florida
$357K
FFW
20
Fusion Family Wealth
New York
$357K
Creative Planning
21
Creative Planning
Kansas
$326K
CPA
22
Cowen Prime Advisors
New York
$268K
EWM
23
Edge Wealth Management
New York
$263K
PCM
24
Palisade Capital Management
New Jersey
$249K -$20.5K -1,000 -8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$184K

ESBA Hedge Fund Activity: Q1 2017 in Review

29 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q1 2017, worth a combined $18.4M — up 3.2% from $17.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ESBA and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 3 added.

The largest buyer was State Street, opening a new position worth an estimated $974K. The largest seller was Old Mission Capital, exiting entirely with an estimated $921K sold.

  • 29 institutional investors held Empire State Realty Series ES (ESBA) as of Q1 2017, down from 30 in Q4 2016.
  • Funds reported $18.4M of Empire State Realty Series ES stock for Q1 2017, up 3.2% quarter-over-quarter.
  • 3 funds opened new Empire State Realty Series ES positions in Q1 2017 and 4 closed out, a net change of -1 holder.
  • The largest Empire State Realty Series ES buyer in Q1 2017 was State Street, an estimated $974K added.
  • The largest Empire State Realty Series ES seller in Q1 2017 was Old Mission Capital, an estimated $921K sold.

Based on aggregated 13F filings for Q1 2017.