Empire State Realty Series 60
OGCP
9 hedge funds and large institutions have $2.61M invested in Empire State Realty Series 60 in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
892% more capital invested
Capital invested by funds: $263K → $2.61M (+$2.35M)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
1.17% more ownership
Funds ownership: 0.15% → 1.32% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.31M |
| 2 |
RNS
Robert N. Shapiro
|
+$318K |
| 3 |
EWM
Edge Wealth Management
New York
|
+$189K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$169K |
| 5 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$9K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.46M | +$1.31M | +88,530 | +1,961% |
|
|
RNS
2
Robert N. Shapiro
| $337K | +$318K | +21,473 | New |
|
|
EWM
3
Edge Wealth Management
New York
| $201K | +$189K | +12,783 | New |
|
|
YIA
4
YHB Investment Advisors
West Hartford,
Connecticut
| $180K | +$169K | +11,451 | New |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $180K | +$169K | +11,452 | New |
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $169K | – | – | – |
|
|
U
7
UBS
Zurich,
Switzerland
| $77K | +$36.9K | +2,497 | +103% |
|
|
GSC
8
Ground Swell Capital
Folly Beach,
South Carolina
| $3K | +$2.6K | +176 | New |
|
|
9
Citigroup
New York
| – | -$9K | -601 | Closed |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$4.74K | -320 | -93% |
|
OGCP Hedge Fund Activity: Q2 2014 in Review
9 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series 60 (OGCP) for Q2 2014, worth a combined $2.61M — up 892% from $263K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OGCP positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.31M. The largest seller was Citigroup, exiting entirely with an estimated $9K sold.
- 9 institutional investors held Empire State Realty Series 60 (OGCP) as of Q2 2014, up from 5 in Q1 2014.
- Funds reported $2.61M of Empire State Realty Series 60 stock for Q2 2014, up 892% quarter-over-quarter.
- 5 funds opened new Empire State Realty Series 60 positions in Q2 2014 and 1 closed out, a net change of +4 holders.
- The largest Empire State Realty Series 60 buyer in Q2 2014 was Morgan Stanley, an estimated $1.31M added.
- The largest Empire State Realty Series 60 seller in Q2 2014 was Citigroup, an estimated $9K sold.
Based on aggregated 13F filings for Q2 2014.