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Empire State Realty Series ES
ESBA

Overview Fund Activity

37 hedge funds and large institutions have $6.98M invested in Empire State Realty Series ES in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFAG
1
Wescott Financial Advisory Group
Pennsylvania
$150K
2
CCM
2
Coldstream Capital Management
Washington
$116K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$129K
4
UBS Group
4
UBS Group
Switzerland
$162K
5
GWM
5
Greenhouse Wealth Management
Connecticut
$63K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$569K
3
Wells Fargo
3
Wells Fargo
California
$265K
4
TW
4
Transform Wealth
Colorado
$0
5
APA
5
American Portfolios Advisors
New York
$89.4K
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
1
North Star Investment Management
Illinois
$865K 94,631 – –
Morgan Stanley
2
Morgan Stanley
New York
$709K 77,528 – –
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$569K 62,320 -11,603 -16%
BB
4
Busey Bank
Illinois
$393K 43,014 – –
TF
5
TIAA FSB
Florida
$392K 42,848 – –
MRCM
6
M&R Capital Management
New Jersey
$344K 37,692 -2,000 -5%
MJP
7
Michael J. Puzo
$333K 36,500 – –
WIC
8
Woodmont Investment Counsel
Tennessee
$330K 36,147 – –
Wells Fargo
9
Wells Fargo
California
$265K 28,903 -8,862 -23%
RC
10
RegentAtlantic Capital
New Jersey
$242K 26,530 -808 -3%
RJA
11
Raymond James & Associates
Florida
$240K 26,251 – –
TIM
12
Tortoise Investment Management
New York
$214K 23,384 -3,750 -14%
GG
13
Gofen & Glossberg
Illinois
$209K 22,903 – –
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$177K 19,294 -1,000 -5%
FNBOSM
15
First National Bank of South Miami
Florida
$163K 17,800 – –
UBS Group
16
UBS Group
Switzerland
$162K 17,651 +8,448 +92%
WFAG
17
Wescott Financial Advisory Group
Pennsylvania
$150K 16,408 +16,408 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$129K 14,126 +9,662 +216%
FPCM
19
Financial Partners Capital Management
New York
$123K 13,450 – –
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$119K 13,020 -1,787 -12%
CPA
21
Cowen Prime Advisors
New York
$118K 12,904 – –
CCM
22
Coldstream Capital Management
Washington
$116K 12,646 +12,646 New
Creative Planning
23
Creative Planning
Kansas
$113K 12,356 – –
APA
24
American Portfolios Advisors
New York
$89.4K 9,780 -4,000 -29%
CTB
25
Country Trust Bank
Illinois
$84K 9,176 – –
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