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Empire State Realty Trust

187 hedge funds and large institutions have $2.69B invested in Empire State Realty Trust in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 66

18% more capital invested

Capital invested by funds: $2.28B → $2.69B (+$404M)

5.44% more ownership

Funds ownership: 99.28%104.72% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 202187 (-15)

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

Holders
187
Holders Change
-15
Holders Change %
-7.43%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
79
Reduced
66
Closed
27
Calls
$568K
Puts
Net Calls
+$568K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$427M +$177M +8,577,319 +73%
Cohen & Steers
2
Cohen & Steers
New York
$325M +$119M +5,748,944 +59%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$238M -$11.5M -555,708 -5%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$109M +$108M +5,201,541 +118,217%
RC
5
Resolution Capital
Australia
$102M +$14.6M +705,550 +17%
American Century Companies
6
American Century Companies
Missouri
$98.9M +$12.7M +615,022 +15%
Renaissance Technologies
7
Renaissance Technologies
New York
$87.1M +$25.2M +1,219,700 +42%
BIT
8
BlackRock Institutional Trust
California
$86.6M -$2.68M -129,867 -3%
Invesco
9
Invesco
Georgia
$75.7M -$53.7M -2,598,468 -42%
SAMC
10
Shinko Asset Management Company
Japan
$73.6M +$11.7K +568 +0%
ACI
11
AMP Capital Investors
Australia
$70.3M -$7.87M -380,730 -10%
ACM
12
AEW Capital Management
Massachusetts
$66.5M +$10.1M +489,538 +18%
Deutsche Bank
13
Deutsche Bank
Germany
$63.2M +$51.8M +2,503,809 +488%
AllianceBernstein
14
AllianceBernstein
Tennessee
$57.6M +$40.5M +1,959,332 +248%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$41M +$905K +43,788 +2%
Prudential Financial
16
Prudential Financial
New Jersey
$37.9M -$246K -11,904 -0.7%
State Street
17
State Street
Massachusetts
$33.9M +$4.43M +214,381 +15%
NI
18
Numeric Investors
Massachusetts
$33M -$554K -26,800 -2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$30.1M +$3.39M +163,811 +13%
Northern Trust
20
Northern Trust
Illinois
$26.4M +$2.74M +132,408 +12%
Norges Bank
21
Norges Bank
Norway
$26.4M +$5.66M +273,779 +26%
REMS
22
Real Estate Management Services
$26.1M -$1.08M -52,400 -4%
Bank of America
23
Bank of America
North Carolina
$25.7M -$1.65M -79,901 -6%
BFA
24
BlackRock Fund Advisors
California
$24.9M +$947K +45,810 +4%
Citadel Advisors
25
Citadel Advisors
Florida
$24.2M +$11.1M +538,880 +88%

ESRT Hedge Fund Activity: Q3 2016 in Review

187 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q3 2016, worth a combined $2.69B — up 18% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ESRT and 13 opened new positions — a net loss of 14 holders — while 66 trimmed existing stakes and 79 added.

The largest buyer was Vanguard Group, adding an estimated $177M. The largest seller was Goldman Sachs, cutting an estimated $143M.

  • 187 institutional investors held Empire State Realty Trust (ESRT) as of Q3 2016, down from 202 in Q2 2016.
  • Funds reported $2.69B of Empire State Realty Trust stock for Q3 2016, up 18% quarter-over-quarter.
  • 13 funds opened new Empire State Realty Trust positions in Q3 2016 and 27 closed out, a net change of -14 holders.
  • The largest Empire State Realty Trust buyer in Q3 2016 was Vanguard Group, an estimated $177M added.
  • The largest Empire State Realty Trust seller in Q3 2016 was Goldman Sachs, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2016.