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Empire State Realty Trust

132 hedge funds and large institutions have $1.66B invested in Empire State Realty Trust in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $1.38B → $1.66B (+$281M)

16% more funds holding

Funds holding: 114132 (+18)

9.99% more ownership

Funds ownership: 96.46%106.44% (+10%)

7% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

76% less call options, than puts

Call options by funds: $68K | Put options by funds: $279K

Holders
132
Holders Change
+18
Holders Change %
+15.79%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
49
Reduced
46
Closed
4
Calls
$68K
Puts
$279K
Net Calls
-$211K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
26
Managed Account Advisors
New Jersey
$6.67M +$24.5K +1,526 +0.4%
TCIM
27
TIAA CREF Investment Management
New York
$5.73M -$269K -16,748 -5%
Charles Schwab
28
Charles Schwab
California
$5.03M +$201K +12,496 +4%
TA
29
Teachers Advisors
New York
$4.96M -$72.5K -4,513 -1%
CBOA
30
Commonwealth Bank of Australia
Australia
$4.7M -$6.97M -433,673 -60%
NFA
31
Nationwide Fund Advisors
Ohio
$4.53M -$140K -8,739 -3%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$4.39M +$3.62M +225,400 +552%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$4.25M -$193K -12,036 -4%
BIM
34
BlackRock Investment Management
Delaware
$4.16M -$316K -19,638 -7%
Millennium Management
35
Millennium Management
New York
$3.93M -$25.1M -1,560,932 -87%
Teacher Retirement System of Texas
36
Teacher Retirement System of Texas
Texas
$3.91M -$191K -11,854 -5%
Asset Management One
37
Asset Management One
Japan
$3.85M -$486K -30,223 -12%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$3.53M
BG
39
BlackRock Group
United Kingdom
$3.43M +$1.23M +76,514 +58%
CS
40
Credit Suisse
Switzerland
$3.05M +$1.16M +71,920 +64%
ClearBridge Investments
41
ClearBridge Investments
New York
$2.93M +$76.3K +4,750 +3%
TIAAOA
42
Teachers Insurance & Annuity Association of America
New York
$2.87M -$165K -10,260 -6%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$2.76M +$283K +17,600 +12%
AAM
44
Aberdeen Asset Management
United Kingdom
$2.6M +$2.53M +157,378 New
AllianceBernstein
45
AllianceBernstein
Tennessee
$2.51M +$188K +11,688 +8%
PL
46
Perpetual Ltd
Australia
$2.38M +$804K +50,000 +53%
Goldman Sachs
47
Goldman Sachs
New York
$2.31M +$306K +19,030 +16%
AAMU
48
Amundi Asset Management US
Massachusetts
$2.2M +$62.7K +3,900 +3%
SO
49
STRS Ohio
Ohio
$2.12M -$704K -43,819 -25%
CAM
50
Coronation Asset Management
South Africa
$2.05M -$10.5M -650,373 -84%

ESRT Hedge Fund Activity: Q2 2014 in Review

132 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q2 2014, worth a combined $1.66B — up 20% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ESRT positions and 4 closed out — a net gain of 19 holders — while 49 added to existing stakes and 46 trimmed.

The largest buyer was Vanguard Group, adding an estimated $117M. The largest seller was Millennium Management, cutting an estimated $25.1M.

  • 132 institutional investors held Empire State Realty Trust (ESRT) as of Q2 2014, up from 114 in Q1 2014.
  • Funds reported $1.66B of Empire State Realty Trust stock for Q2 2014, up 20% quarter-over-quarter.
  • 23 funds opened new Empire State Realty Trust positions in Q2 2014 and 4 closed out, a net change of +19 holders.
  • The largest Empire State Realty Trust buyer in Q2 2014 was Vanguard Group, an estimated $117M added.
  • The largest Empire State Realty Trust seller in Q2 2014 was Millennium Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q2 2014.