Empire State Realty OP LP Series 250
FISK
6 hedge funds and large institutions have $893K invested in Empire State Realty OP LP Series 250 in 2017 Q3 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
0.03% more ownership
Funds ownership: 0.93% → 0.96% (+0.03%)
1% less capital invested
Capital invested by funds: $905K → $893K (-$12K)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$112K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$877 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Edge Wealth Management
New York
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
1
Advisor Group
Phoenix,
Arizona
| $256K | – | – | – |
|
|
YIA
2
YHB Investment Advisors
West Hartford,
Connecticut
| $223K | – | – | – |
|
|
3
Morgan Stanley
New York
| $187K | +$112K | +5,469 | +148% |
|
|
4
UBS Group
Zurich,
Switzerland
| $139K | +$877 | +43 | +0.6% |
|
5
Bank of America
Charlotte,
North Carolina
| $74K | – | – | – |
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $14K | – | – | – |
|
|
EWM
7
Edge Wealth Management
New York
| – | -$114K | -5,469 | Closed |
|
FISK Hedge Fund Activity: Q3 2017 in Review
6 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty OP LP Series 250 (FISK) for Q3 2017, worth a combined $893K — down 1.3% from $905K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of FISK and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, adding an estimated $112K. The largest seller was Edge Wealth Management, exiting entirely with an estimated $114K sold.
- 6 institutional investors held Empire State Realty OP LP Series 250 (FISK) as of Q3 2017, down from 7 in Q2 2017.
- Funds reported $893K of Empire State Realty OP LP Series 250 stock for Q3 2017, down 1.3% quarter-over-quarter.
- 0 funds opened new Empire State Realty OP LP Series 250 positions in Q3 2017 and 1 closed out, a net change of -1 holder.
- The largest Empire State Realty OP LP Series 250 buyer in Q3 2017 was Morgan Stanley, an estimated $112K added.
- The largest Empire State Realty OP LP Series 250 seller in Q3 2017 was Edge Wealth Management, an estimated $114K sold.
Based on aggregated 13F filings for Q3 2017.