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Empire State Realty Trust

138 hedge funds and large institutions have $1.84B invested in Empire State Realty Trust in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

22% more capital invested

Capital invested by funds: $1.5B → $1.84B (+$337M)

7% more funds holding

Funds holding: 129138 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 103.16%103.13% (-0.03%)

72% less call options, than puts

Call options by funds: $5K | Put options by funds: $18K

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
52
Reduced
40
Closed
13
Calls
$5K
Puts
$18K
Net Calls
-$13K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$243M +$7.27M +446,467 +3%
SAM
2
Southeastern Asset Management
Tennessee
$177M -$38.2M -2,343,053 -19%
Invesco
3
Invesco
Georgia
$162M +$8.52M +523,427 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M -$8.04M -493,874 -5%
ACI
5
AMP Capital Investors
Australia
$114M +$3.27M +201,000 +3%
Goldman Sachs
6
Goldman Sachs
New York
$82.7M +$75M +4,607,388 +4,788%
Norges Bank
7
Norges Bank
Norway
$74.2M +$3.19M +195,871 +5%
American Century Companies
8
American Century Companies
Missouri
$69.2M -$8.53M -523,987 -12%
RC
9
Resolution Capital
Australia
$61.9M +$9.31M +571,724 +19%
BIT
10
BlackRock Institutional Trust
California
$56.6M +$2.12M +130,422 +4%
Prudential Financial
11
Prudential Financial
New Jersey
$55.2M +$4.15M +254,802 +9%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$55.2M +$3.26K +200 +0%
SAMC
13
Shinko Asset Management Company
Japan
$44.6M +$6.51K +400 +0%
ACM
14
AEW Capital Management
Massachusetts
$41.5M +$1.49M +91,700 +4%
BFA
15
BlackRock Fund Advisors
California
$41.4M +$5.49M +337,409 +17%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$34.5M +$5.94M +365,000 +23%
State Street
17
State Street
Massachusetts
$28.6M -$132K -8,127 -0.5%
N
18
Nuveen
North Carolina
$28.6M -$5.17M -317,642 -16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$28.2M +$8.98M +551,650 +52%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$25.7M +$9.64M +591,870 +68%
RFC
21
Russell Frank Company
Washington
$24.5M +$3.91M +240,259 +21%
Northern Trust
22
Northern Trust
Illinois
$21.6M -$599K -36,790 -3%
CBOA
23
Commonwealth Bank of Australia
Australia
$20.7M +$5.35M +328,479 +39%
WBC
24
Westpac Banking Corp
Australia
$14.1M -$127K -7,800 -1%
BCM
25
BlueCrest Capital Management
Jersey
$9.67M +$8.96M +550,000 New

ESRT Hedge Fund Activity: Q4 2014 in Review

138 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q4 2014, worth a combined $1.84B — up 22% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ESRT positions and 13 closed out — a net gain of 11 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $75M. The largest seller was Southeastern Asset Management, cutting an estimated $38.2M.

  • 138 institutional investors held Empire State Realty Trust (ESRT) as of Q4 2014, up from 129 in Q3 2014.
  • Funds reported $1.84B of Empire State Realty Trust stock for Q4 2014, up 22% quarter-over-quarter.
  • 24 funds opened new Empire State Realty Trust positions in Q4 2014 and 13 closed out, a net change of +11 holders.
  • The largest Empire State Realty Trust buyer in Q4 2014 was Goldman Sachs, an estimated $75M added.
  • The largest Empire State Realty Trust seller in Q4 2014 was Southeastern Asset Management, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2014.