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Empire State Realty Trust

203 hedge funds and large institutions have $2.17B invested in Empire State Realty Trust in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 52

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more funds holding

Funds holding: 185203 (+18)

5.01% less ownership

Funds ownership: 84.57%79.56% (-5%)

21% less capital invested

Capital invested by funds: $2.75B → $2.17B (-$578M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
84
Reduced
52
Closed
18
Calls
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
PL
51
Perpetual Ltd
Australia
$6.53M +$648K +35,800 +10%
TCIM
52
TIAA CREF Investment Management
New York
$5.67M -$442K -24,424 -7%
LCM
53
Landscape Capital Management
New Jersey
$5.16M +$2.72M +150,500 +96%
SBCM
54
Schwerin Boyle Capital Management
Massachusetts
$5.04M +$5.43M +300,000 New
CS
55
Credit Suisse
Switzerland
$4.98M +$992K +54,806 +23%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$4.63M
Asset Management One
57
Asset Management One
Japan
$4.4M -$77.5K -4,282 -2%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$3.96M +$1.25M +68,892 +41%
Swiss National Bank
59
Swiss National Bank
Switzerland
$3.92M +$43.4K +2,400 +1%
Citigroup
60
Citigroup
New York
$3.68M +$2.55K +141 +0.1%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$3.64M -$23.9K -1,319 -0.6%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$3.52M -$123K -6,798 -3%
Barclays
63
Barclays
United Kingdom
$3.38M +$1.2M +66,443 +49%
QSS
64
Quantitative Systematic Strategies
Florida
$3.18M +$1.72M +95,093 +101%
SO
65
STRS Ohio
Ohio
$3.15M +$362K +20,003 +12%
TA
66
Teachers Advisors
New York
$3.12M -$46.3K -2,558 -1%
CM
67
Crestline Management
Texas
$3.09M +$3.34M +184,273 New
PPA
68
Parametric Portfolio Associates
Washington
$2.96M -$280K -15,472 -8%
EVM
69
Eaton Vance Management
Massachusetts
$2.86M +$1.54M +85,288 +100%
TIAAOA
70
Teachers Insurance & Annuity Association of America
New York
$2.82M +$3.04M +167,935 New
Wells Fargo
71
Wells Fargo
California
$2.81M -$249K -13,780 -8%
IA
72
IndexIQ Advisors
New York
$2.63M -$362K -19,995 -11%
GCA
73
GSI Capital Advisors
California
$2.55M -$165K -9,100 -6%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$2.46M -$956K -52,844 -26%
UOC
75
UBS O'Connor
Illinois
$2.46M +$2.65M +146,300 New

ESRT Hedge Fund Activity: Q1 2018 in Review

203 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q1 2018, worth a combined $2.17B — down 21% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ESRT positions and 18 closed out — a net gain of 20 holders — while 84 added to existing stakes and 52 trimmed.

The largest buyer was Heitman Real Estate Securities, adding an estimated $30.2M. The largest seller was Cohen & Steers, cutting an estimated $94.5M.

  • 203 institutional investors held Empire State Realty Trust (ESRT) as of Q1 2018, up from 185 in Q4 2017.
  • Funds reported $2.17B of Empire State Realty Trust stock for Q1 2018, down 21% quarter-over-quarter.
  • 38 funds opened new Empire State Realty Trust positions in Q1 2018 and 18 closed out, a net change of +20 holders.
  • The largest Empire State Realty Trust buyer in Q1 2018 was Heitman Real Estate Securities, an estimated $30.2M added.
  • The largest Empire State Realty Trust seller in Q1 2018 was Cohen & Steers, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2018.