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Empire State Realty Trust

129 hedge funds and large institutions have $1.5B invested in Empire State Realty Trust in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 132129 (-3)

3.29% less ownership

Funds ownership: 106.44%103.16% (-3.3%)

10% less capital invested

Capital invested by funds: $1.66B → $1.5B (-$159M)

10% less call options, than puts

Call options by funds: $218K | Put options by funds: $243K

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
65
Reduced
32
Closed
14
Calls
$218K
Puts
$243K
Net Calls
-$25K
Net Calls Change
+$186K
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$201M +$3.12M +192,328 +1%
SAM
2
Southeastern Asset Management
Tennessee
$186M
Vanguard Group
3
Vanguard Group
Pennsylvania
$141M -$35.1M -2,166,648 -19%
Invesco
4
Invesco
Georgia
$130M +$4.71M +290,905 +3%
ACI
5
AMP Capital Investors
Australia
$93.1M +$2.61M +161,400 +3%
American Century Companies
6
American Century Companies
Missouri
$67M -$2.77M -170,977 -4%
Norges Bank
7
Norges Bank
Norway
$60.4M -$40.1M -2,477,489 -38%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$47.2M -$1.23M -75,860 -2%
BIT
9
BlackRock Institutional Trust
California
$46.4M +$2.65M +163,862 +6%
RC
10
Resolution Capital
Australia
$44.3M +$3.49M +215,616 +8%
Prudential Financial
11
Prudential Financial
New Jersey
$43.4M -$2.96M -182,717 -6%
SAMC
12
Shinko Asset Management Company
Japan
$38.1M +$13K +800 +0%
ACM
13
AEW Capital Management
Massachusetts
$34M -$2.07M -128,100 -5%
BFA
14
BlackRock Fund Advisors
California
$30.3M -$839K -51,825 -3%
N
15
Nuveen
North Carolina
$29.2M +$12.5M +773,966 +66%
State Street
16
State Street
Massachusetts
$24.6M +$647K +39,957 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$24M +$405K +25,000 +2%
Millennium Management
18
Millennium Management
New York
$23M +$20.9M +1,292,512 +542%
Northern Trust
19
Northern Trust
Illinois
$19M +$2.11M +130,283 +12%
RFC
20
Russell Frank Company
Washington
$17.3M +$375K +23,153 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$15.8M -$4.21M -259,629 -20%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$13.1M +$5.02M +310,055 +55%
CBOA
23
Commonwealth Bank of Australia
Australia
$12.8M +$9.15M +564,895 +198%
WBC
24
Westpac Banking Corp
Australia
$12.2M +$483K +29,800 +4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$8.24M +$842K +51,964 +10%

ESRT Hedge Fund Activity: Q3 2014 in Review

129 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q3 2014, worth a combined $1.5B — down 9.6% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ESRT and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 65 added.

The largest buyer was Millennium Management, adding an estimated $20.9M. The largest seller was Norges Bank, cutting an estimated $40.1M.

  • 129 institutional investors held Empire State Realty Trust (ESRT) as of Q3 2014, down from 132 in Q2 2014.
  • Funds reported $1.5B of Empire State Realty Trust stock for Q3 2014, down 9.6% quarter-over-quarter.
  • 11 funds opened new Empire State Realty Trust positions in Q3 2014 and 14 closed out, a net change of -3 holders.
  • The largest Empire State Realty Trust buyer in Q3 2014 was Millennium Management, an estimated $20.9M added.
  • The largest Empire State Realty Trust seller in Q3 2014 was Norges Bank, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2014.