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Empire State Realty Trust

190 hedge funds and large institutions have $882M invested in Empire State Realty Trust in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

3.06% more ownership

Funds ownership: 81.46%84.53% (+3.1%)

3% less funds holding

Funds holding: 195190 (-5)

11% less capital invested

Capital invested by funds: $995M → $882M (-$112M)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

72% less call options, than puts

Call options by funds: $228K | Put options by funds: $802K

Holders
190
Holders Change
-5
Holders Change %
-2.56%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
72
Reduced
64
Closed
33
Calls
$228K
Puts
$802K
Net Calls
-$574K
Net Calls Change
-$241K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$132M -$10.1M -1,560,044 -7%
SAM
2
Southeastern Asset Management
Tennessee
$93.4M +$1.64M +251,978 +2%
BlackRock
3
BlackRock
New York
$57.4M -$1.29M -199,193 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$52.5M +$14.9M +2,297,962 +37%
LIMS
5
Lasalle Investment Management Securities
Maryland
$47.8M +$28.8M +4,435,372 +131%
CIM
6
Centersquare Investment Management
Pennsylvania
$38.7M +$3.19M +491,837 +8%
LC
7
L1 Capital
Australia
$38.1M +$5.56M +856,072 +16%
Sumitomo Mitsui Trust Group
8
Sumitomo Mitsui Trust Group
Japan
$33.4M +$13.9M +2,140,761 +64%
State Street
9
State Street
Massachusetts
$29.5M -$1.13M -173,439 -3%
EIC
10
Equity Investment Corp
Georgia
$25.6M -$2M -307,579 -7%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$23M +$704K +108,533 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$17.7M +$971K +149,581 +5%
Legal & General Group
13
Legal & General Group
United Kingdom
$16.3M +$2.06M +317,029 +14%
HRES
14
Heitman Real Estate Securities
Illinois
$15.1M -$5.25M -808,422 -25%
Goldman Sachs
15
Goldman Sachs
New York
$14.4M +$2.91M +448,466 +24%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$14.1M +$18.6K +2,873 +0.1%
Norges Bank
17
Norges Bank
Norway
$13.4M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$13.3M -$427K -65,872 -3%
Charles Schwab
19
Charles Schwab
California
$10.7M +$270K +41,573 +2%
ICOM
20
Investment Counselors of Maryland
Maryland
$10.5M +$1.39M +213,426 +14%
Citadel Advisors
21
Citadel Advisors
Florida
$9.99M +$6.11M +940,815 +136%
N
22
Nuveen
North Carolina
$9.01M +$3.86M +594,613 +68%
Northern Trust
23
Northern Trust
Illinois
$8.26M -$39.4K -6,077 -0.4%
Bank of America
24
Bank of America
North Carolina
$8.09M +$9.95K +1,533 +0.1%
NM
25
Newtyn Management
New York
$6.73M +$7.14M +1,100,000 New

ESRT Hedge Fund Activity: Q3 2020 in Review

190 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q3 2020, worth a combined $882M — down 11% from $995M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ESRT and 29 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 72 added.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $28.8M. The largest seller was Resolution Capital, exiting entirely with an estimated $20.3M sold.

  • 190 institutional investors held Empire State Realty Trust (ESRT) as of Q3 2020, down from 195 in Q2 2020.
  • Funds reported $882M of Empire State Realty Trust stock for Q3 2020, down 11% quarter-over-quarter.
  • 29 funds opened new Empire State Realty Trust positions in Q3 2020 and 33 closed out, a net change of -4 holders.
  • The largest Empire State Realty Trust buyer in Q3 2020 was Lasalle Investment Management Securities, an estimated $28.8M added.
  • The largest Empire State Realty Trust seller in Q3 2020 was Resolution Capital, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2020.