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Empire State Realty Series ES

36 hedge funds and large institutions have $5.51M invested in Empire State Realty Series ES in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

0.17% less ownership

Funds ownership: 4.14%3.98% (-0.17%)

5% less funds holding

Funds holding: 3836 (-2)

15% less capital invested

Capital invested by funds: $6.45M → $5.51M (-$937K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1
North Star Investment Management
Illinois
$606K
OC
2
Oppenheimer & Co
New York
$542K
Morgan Stanley
3
Morgan Stanley
New York
$531K
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$496K -$12.8K -1,732 -2%
TF
5
TIAA FSB
Florida
$274K
WIC
6
Woodmont Investment Counsel
Tennessee
$231K
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$224K
DSN
8
D. Scott Neal
Kentucky
$218K
RC
9
RegentAtlantic Capital
New Jersey
$157K
JLBC
10
J.L. Bainbridge & Co
Florida
$155K
MJP
11
Michael J. Puzo
$152K -$738 -100 -0.4%
GG
12
Gofen & Glossberg
Illinois
$147K
BAAM
13
Baker Avenue Asset Management
California
$139K +$160K +21,666 New
TIM
14
Tortoise Investment Management
New York
$138K
MRCM
15
M&R Capital Management
New Jersey
$113K
AC
16
Apella Capital
Connecticut
$110K
RJA
17
Raymond James & Associates
Florida
$110K
WFAG
18
Wescott Financial Advisory Group
Pennsylvania
$105K
FT
19
Fiduciary Trust
Massachusetts
$102K
Wells Fargo
20
Wells Fargo
California
$102K +$28.2K +3,820 +32%
FPCM
21
Financial Partners Capital Management
New York
$86.1K
BIA
22
Bell Investment Advisors
California
$85K
CPA
23
Cowen Prime Advisors
New York
$83K
TCM
24
TD Capital Management
Tennessee
$82K +$487 +66 +0.5%
Creative Planning
25
Creative Planning
Kansas
$79K

ESBA Hedge Fund Activity: Q3 2022 in Review

36 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q3 2022, worth a combined $5.51M — down 15% from $6.45M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ESBA and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 3 added.

The largest buyer was Baker Avenue Asset Management, opening a new position worth an estimated $160K. The largest seller was Belpointe Asset Management, exiting entirely with an estimated $289K sold.

  • 36 institutional investors held Empire State Realty Series ES (ESBA) as of Q3 2022, down from 38 in Q2 2022.
  • Funds reported $5.51M of Empire State Realty Series ES stock for Q3 2022, down 15% quarter-over-quarter.
  • 2 funds opened new Empire State Realty Series ES positions in Q3 2022 and 4 closed out, a net change of -2 holders.
  • The largest Empire State Realty Series ES buyer in Q3 2022 was Baker Avenue Asset Management, an estimated $160K added.
  • The largest Empire State Realty Series ES seller in Q3 2022 was Belpointe Asset Management, an estimated $289K sold.

Based on aggregated 13F filings for Q3 2022.