OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

15 hedge funds and large institutions have $4.39M invested in Empire State Realty Series 60 in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$515K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$20K

Top Sellers

1
EWM
1
Edge Wealth Management
New York
$0
2
FC
2
Ferris Capital
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$182K
4
ACM
4
Avalon Capital Management
California
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
1
Ropes Wealth Advisors
Massachusetts
$876K 42,948 – –
Morgan Stanley
2
Morgan Stanley
New York
$515K 25,281 +21,260 +529%
Bank of America
3
Bank of America
North Carolina
$462K 22,667 – –
YIA
4
YHB Investment Advisors
Connecticut
$438K 21,474 – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$438K 21,474 – –
Baird Financial Group
6
Baird Financial Group
Wisconsin
$306K 15,000 – –
TF
7
TIAA FSB
Florida
$266K 13,038 – –
NSIM
8
North Star Investment Management
Illinois
$219K 10,737 – –
MA
9
Montag & Associates
Georgia
$219K 10,737 – –
ACM
10
Avalon Capital Management
California
$208K 10,200 -300 -3%
UBS Group
11
UBS Group
Switzerland
$182K 8,928 -3,270 -27%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$169K 8,309 – –
CCM
13
Cribstone Capital Management
Maine
$56K 2,730 – –
Wells Fargo
14
Wells Fargo
California
$20K 1,000 – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$20K 1,000 +1,000 New
EWM
16
Edge Wealth Management
New York
– – -21,474 Closed
FC
17
Ferris Capital
Massachusetts
– – -6,474 Closed