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Empire State Realty Series ES
ESBA

Overview Fund Activity

34 hedge funds and large institutions have $10.1M invested in Empire State Realty Series ES in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$702K
2
MA
2
Montag & Associates
Georgia
$210K
3
Bessemer Group
3
Bessemer Group
New Jersey
$86K
4
Wells Fargo
4
Wells Fargo
California
$195K
5
Citadel Advisors
5
Citadel Advisors
Florida
$155K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$713K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$627K
3
UBS Group
3
UBS Group
Switzerland
$38.6K
4
SFG
4
Sterling Financial Group
California
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.14M 114,736 – –
SFG
2
Sterling Financial Group
California
$1.01M 101,522 -2,200 -2%
NSIM
3
North Star Investment Management
Illinois
$943K 94,631 – –
Morgan Stanley
4
Morgan Stanley
New York
$713K 71,510 -75,940 -52%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$702K 70,434 +28,292 +67%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$627K 62,856 -18,892 -23%
WIC
7
Woodmont Investment Counsel
Tennessee
$360K 36,147 – –
CCWM
8
Cassaday & Co Wealth Management
Virginia
$353K 35,362 +121 +0.3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$349K 35,000 – –
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$341K 34,245 – –
DSN
11
D. Scott Neal
Kentucky
$289K 29,000 – –
OC
12
Oppenheimer & Co
New York
$246K 24,692 – –
JLBC
13
J.L. Bainbridge & Co
Florida
$241K 24,206 – –
MA
14
Montag & Associates
Georgia
$210K 21,077 +21,077 New
Wells Fargo
15
Wells Fargo
California
$195K 19,561 +5,737 +42%
TIM
16
Tortoise Investment Management
New York
$188K 18,897 – –
Creative Planning
17
Creative Planning
Kansas
$179K 17,977 – –
MRCM
18
M&R Capital Management
New Jersey
$176K 17,692 – –
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$175K 17,212 – –
AC
20
Apella Capital
Connecticut
$172K 17,206 – –
WFAG
21
Wescott Financial Advisory Group
Pennsylvania
$164K 16,408 – –
FT
22
Fiduciary Trust
Massachusetts
$160K 16,000 – –
Citadel Advisors
23
Citadel Advisors
Florida
$155K 15,516 +3,476 +29%
SCM
24
Seascape Capital Management
New Hampshire
$147K 14,754 – –
BIA
25
Bell Investment Advisors
California
$132K 13,267 – –
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