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Empire State Realty Trust

185 hedge funds and large institutions have $1.43B invested in Empire State Realty Trust in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% more ownership

Funds ownership: 82.31%82.99% (+0.68%)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

6% less funds holding

Funds holding: 197185 (-12)

15% less capital invested

Capital invested by funds: $1.69B → $1.43B (-$261M)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

81% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $16.7M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
-12
Holders Change %
-6.09%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
60
Reduced
65
Closed
30
Calls
$3.19M
Puts
$16.7M
Net Calls
-$13.5M
Net Calls Change
-$9.71M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$9.43M +$1.62M +150,245 +19%
PPA
27
Parametric Portfolio Associates
Washington
$8.68M -$1.6M -148,164 -15%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$8.28M +$63.6K +5,894 +0.7%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$8.14M +$243K +22,548 +3%
UBS AM
30
UBS AM
Illinois
$7.8M +$513K +47,539 +7%
SEI Investments
31
SEI Investments
Pennsylvania
$6.6M -$1.39M -128,947 -16%
Ameriprise
32
Ameriprise
Minnesota
$5.86M +$1.19M +110,163 +23%
HRES
33
Heitman Real Estate Securities
Illinois
$5.8M +$738K +68,405 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.79M +$680K +63,000 +15%
Renaissance Technologies
35
Renaissance Technologies
New York
$4.72M +$2.91M +269,500 +134%
Invesco
36
Invesco
Georgia
$4.37M +$101K +9,403 +2%
UBS Group
37
UBS Group
Switzerland
$3.36M +$2.47M +229,267 +216%
Swiss National Bank
38
Swiss National Bank
Switzerland
$3.24M +$36.7K +3,400 +1%
Citigroup
39
Citigroup
New York
$3.08M +$1.43M +132,903 +76%
CM
40
Caption Management
Oklahoma
$3.02M +$3.25M +301,250 New
IECM
41
Intrinsic Edge Capital Management
Illinois
$2.57M +$2.76M +256,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.5M -$1.73M -160,425 -39%
Wells Fargo
43
Wells Fargo
California
$2.48M +$1.29M +119,235 +93%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.25M +$61.7K +5,716 +3%
RJA
45
Raymond James & Associates
Florida
$2.18M +$80.7K +7,480 +4%
Asset Management One
46
Asset Management One
Japan
$2.17M -$296K -27,443 -11%
AllianceBernstein
47
AllianceBernstein
Tennessee
$2.17M -$844K -78,167 -27%
VIA
48
Vident Investment Advisory
Georgia
$2.13M +$2.18M +201,842 +1,877%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$2.07M +$34.9K +3,235 +2%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.97M -$5.44K -504 -0.3%

ESRT Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q3 2021, worth a combined $1.43B — down 15% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of ESRT and 21 opened new positions — a net loss of 9 holders — while 65 trimmed existing stakes and 60 added.

The largest buyer was William Blair Investment Management, adding an estimated $33.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $14.5M.

  • 185 institutional investors held Empire State Realty Trust (ESRT) as of Q3 2021, down from 197 in Q2 2021.
  • Funds reported $1.43B of Empire State Realty Trust stock for Q3 2021, down 15% quarter-over-quarter.
  • 21 funds opened new Empire State Realty Trust positions in Q3 2021 and 30 closed out, a net change of -9 holders.
  • The largest Empire State Realty Trust buyer in Q3 2021 was William Blair Investment Management, an estimated $33.5M added.
  • The largest Empire State Realty Trust seller in Q3 2021 was Massachusetts Financial Services, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2021.