Empire State Realty Series ES
ESBA
34 hedge funds and large institutions have $9.43M invested in Empire State Realty Series ES in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 6 closing their positions.
15% more capital invested
Capital invested by funds: $8.19M → $9.43M (+$1.24M)
0.23% more ownership
Funds ownership: 3.15% → 3.38% (+0.23%)
3% less funds holding
Funds holding: 35 → 34 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSN
D. Scott Neal
Lexington,
Kentucky
|
+$410K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$410K |
| 3 |
GA
Geller Advisors
New York
|
+$252K |
| 4 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$202K |
| 5 |
TCM
TD Capital Management
Memphis,
Tennessee
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$221K |
| 2 |
FNBOSM
First National Bank of South Miami
South Miami,
Florida
|
-$197K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$158K |
| 4 |
JP Morgan Chase
New York
|
-$132K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$114K |
ESBA Hedge Fund Activity: Q2 2021 in Review
34 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q2 2021, worth a combined $9.43M — up 15% from $8.19M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ESBA and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.
The largest buyer was D. Scott Neal, opening a new position worth an estimated $410K. The largest seller was Bank of Montreal, exiting entirely with an estimated $221K sold.
- 34 institutional investors held Empire State Realty Series ES (ESBA) as of Q2 2021, down from 35 in Q1 2021.
- Funds reported $9.43M of Empire State Realty Series ES stock for Q2 2021, up 15% quarter-over-quarter.
- 5 funds opened new Empire State Realty Series ES positions in Q2 2021 and 6 closed out, a net change of -1 holder.
- The largest Empire State Realty Series ES buyer in Q2 2021 was D. Scott Neal, an estimated $410K added.
- The largest Empire State Realty Series ES seller in Q2 2021 was Bank of Montreal, an estimated $221K sold.
Based on aggregated 13F filings for Q2 2021.