OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

19 hedge funds and large institutions have $7.62M invested in Empire State Realty Series 60 in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$860K
2
Morgan Stanley
2
Morgan Stanley
New York
$567K

Top Sellers

1
OC
1
Oppenheimer & Co
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$370K
3
ACM
3
Argentus Capital Management
Texas
$340K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$359K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$185K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Cribstone Capital Management
Maine
$1.06M 52,908 – –
RWA
2
Ropes Wealth Advisors
Massachusetts
$907K 42,948 – –
OMC
3
Old Mission Capital
Illinois
$860K 40,705 +13,018 +47%
Morgan Stanley
4
Morgan Stanley
New York
$567K 26,823 +9,000 +50%
Bank of America
5
Bank of America
North Carolina
$479K 22,667 – –
EWM
6
Edge Wealth Management
New York
$455K 21,474 – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$454K 21,474 – –
YIA
8
YHB Investment Advisors
Connecticut
$454K 21,474 – –
UBS Group
9
UBS Group
Switzerland
$370K 17,480 -12,470 -42%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$359K 16,974 -1,000 -6%
ACM
11
Argentus Capital Management
Texas
$340K 16,083 -2,723 -14%
TCT
12
TIAA CREF Trust
Missouri
$275K 13,038 – –
ACM
13
Avalon Capital Management
California
$228K 10,800 -200 -2%
NSIM
14
North Star Investment Management
Illinois
$227K 10,737 – –
MA
15
Montag & Associates
Georgia
$227K 10,737 – –
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$185K 8,747 -475 -5%
Wells Fargo
17
Wells Fargo
California
$85K 4,000 – –
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$76K 3,604 – –
Creative Planning
19
Creative Planning
Kansas
$13K 600 – –
OC
20
Oppenheimer & Co
New York
– – -53,684 Closed