OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

20 hedge funds and large institutions have $7.72M invested in Empire State Realty Series 60 in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$518K
2
UBS Group
2
UBS Group
Switzerland
$561K
3
Creative Planning
3
Creative Planning
Kansas
$11K

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
NSIM
2
North Star Investment Management
Illinois
$201K
3
JIC
3
Johnson Investment Counsel
Ohio
$0
4
ACM
4
Argentus Capital Management
Texas
$352K
5
Wells Fargo
5
Wells Fargo
California
$75K
Name Market Value Shares Shares
Change 		Shares
Change %
OC
1
Oppenheimer & Co
New York
$1.01M 53,684 – –
CCM
2
Cribstone Capital Management
Maine
$990K 52,908 – –
RWA
3
Ropes Wealth Advisors
Massachusetts
$804K 42,948 – –
UBS Group
4
UBS Group
Switzerland
$561K 29,950 +4,348 +17%
OMC
5
Old Mission Capital
Illinois
$518K 27,687 +7,306 +36%
Bank of America
6
Bank of America
North Carolina
$424K 22,667 – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$402K 21,474 – –
YIA
8
YHB Investment Advisors
Connecticut
$402K 21,474 – –
EWM
9
Edge Wealth Management
New York
$402K 21,474 – –
ACM
10
Argentus Capital Management
Texas
$352K 18,806 -1,338 -7%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$351K 17,974 – –
Morgan Stanley
12
Morgan Stanley
New York
$334K 17,823 – –
TCT
13
TIAA CREF Trust
Missouri
$244K 13,038 – –
ACM
14
Avalon Capital Management
California
$206K 11,000 – –
NSIM
15
North Star Investment Management
Illinois
$201K 10,737 -10,737 -50%
MA
16
Montag & Associates
Georgia
$201K 10,737 – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$173K 9,222 – –
Wells Fargo
18
Wells Fargo
California
$75K 4,000 -1,048 -21%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$67K 3,604 – –
Creative Planning
20
Creative Planning
Kansas
$11K 600 +600 New
BCM
21
Bluefin Capital Management
New York
– – -18,301 Closed
JIC
22
Johnson Investment Counsel
Ohio
– – -11,437 Closed