Empire State Realty OP LP Series 250
FISK
8 hedge funds and large institutions have $870K invested in Empire State Realty OP LP Series 250 in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 6 → 8 (+2)
0% less ownership
Funds ownership: 0.96% → 0.96% (-0%)
3% less capital invested
Capital invested by funds: $893K → $870K (-$23K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$111K |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$74.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$111K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$97.4K |
| 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 | – | – | – |
|
|
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $111K | +$111K | +5,469 | New |
|
|
4
Morgan Stanley
New York
| $75K | -$111K | -5,469 | -60% |
|
5
Bank of America
Charlotte,
North Carolina
| $74K | – | – | – |
|
|
6
CIBC Private Wealth Group
Atlanta,
Georgia
| $74K | +$74.2K | +3,645 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $42K | -$97.4K | -4,782 | -70% |
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $15K | – | – | – |
|
FISK Hedge Fund Activity: Q4 2017 in Review
8 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty OP LP Series 250 (FISK) for Q4 2017, worth a combined $870K — down 2.6% from $893K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FISK positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $111K. The largest seller was Morgan Stanley, cutting an estimated $111K.
- 8 institutional investors held Empire State Realty OP LP Series 250 (FISK) as of Q4 2017, up from 6 in Q3 2017.
- Funds reported $870K of Empire State Realty OP LP Series 250 stock for Q4 2017, down 2.6% quarter-over-quarter.
- 2 funds opened new Empire State Realty OP LP Series 250 positions in Q4 2017 and 0 closed out, a net change of +2 holders.
- The largest Empire State Realty OP LP Series 250 buyer in Q4 2017 was Stratos Wealth Partners, an estimated $111K added.
- The largest Empire State Realty OP LP Series 250 seller in Q4 2017 was Morgan Stanley, an estimated $111K sold.
Based on aggregated 13F filings for Q4 2017.