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Empire State Realty Trust

202 hedge funds and large institutions have $2.28B invested in Empire State Realty Trust in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255,400% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $1K

135% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 46

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $2B → $2.28B (+$281M)

6% more funds holding

Funds holding: 191202 (+11)

3.49% more ownership

Funds ownership: 95.79%99.28% (+3.5%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
5.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
24
Increased
108
Reduced
46
Closed
11
Calls
$2.56M
Puts
$1K
Net Calls
+$2.55M
Net Calls Change
+$2.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$227M -$4.81M -256,130 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$225M +$920K +49,019 +0.4%
Cohen & Steers
3
Cohen & Steers
New York
$186M +$78.3M +4,173,131 +74%
Goldman Sachs
4
Goldman Sachs
New York
$147M +$28.2M +1,501,545 +24%
Invesco
5
Invesco
Georgia
$118M +$2.44M +129,810 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$91.4M -$47.8M -2,546,561 -35%
BIT
7
BlackRock Institutional Trust
California
$81M +$9.43M +502,530 +13%
RC
8
Resolution Capital
Australia
$78.7M +$1.46M +78,072 +2%
American Century Companies
9
American Century Companies
Missouri
$78M +$18.3M +973,528 +31%
ACI
10
AMP Capital Investors
Australia
$69.4M -$5.33M -284,000 -7%
SAMC
11
Shinko Asset Management Company
Japan
$66.7M +$5.42M +288,720 +9%
Renaissance Technologies
12
Renaissance Technologies
New York
$55.8M +$22.2M +1,181,917 +67%
ACM
13
AEW Capital Management
Massachusetts
$51M +$3.77M +200,700 +8%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$36.4M +$3.06M +162,927 +9%
Prudential Financial
15
Prudential Financial
New Jersey
$34.6M -$27.8M -1,480,269 -45%
Macquarie Group
16
Macquarie Group
Australia
$31.2M +$10.1M +536,432 +49%
Millennium Management
17
Millennium Management
New York
$31M -$10.9M -578,429 -26%
NI
18
Numeric Investors
Massachusetts
$30.4M +$1.3M +69,400 +5%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$28.6M -$3.9M -207,770 -12%
State Street
20
State Street
Massachusetts
$26.7M +$413K +21,987 +2%
Bank of America
21
Bank of America
North Carolina
$24.8M +$10.4M +552,376 +73%
REMS
22
Real Estate Management Services
$24.6M -$2.62M -139,500 -10%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$24.2M +$1.35M +71,901 +6%
Charles Schwab
24
Charles Schwab
California
$23.9M +$6.92M +368,842 +41%
EA
25
Emerald Acquisition
Washington
$22.6M +$22.3M +1,189,701 New

ESRT Hedge Fund Activity: Q2 2016 in Review

202 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q2 2016, worth a combined $2.28B — up 14% from $2B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ESRT positions and 11 closed out — a net gain of 13 holders — while 108 added to existing stakes and 46 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $78.3M. The largest seller was Bank of New York Mellon, cutting an estimated $47.8M.

  • 202 institutional investors held Empire State Realty Trust (ESRT) as of Q2 2016, up from 191 in Q1 2016.
  • Funds reported $2.28B of Empire State Realty Trust stock for Q2 2016, up 14% quarter-over-quarter.
  • 24 funds opened new Empire State Realty Trust positions in Q2 2016 and 11 closed out, a net change of +13 holders.
  • The largest Empire State Realty Trust buyer in Q2 2016 was Cohen & Steers, an estimated $78.3M added.
  • The largest Empire State Realty Trust seller in Q2 2016 was Bank of New York Mellon, an estimated $47.8M sold.

Based on aggregated 13F filings for Q2 2016.