OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

12 hedge funds and large institutions have $3.09M invested in Empire State Realty Series 60 in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$117K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$89.9K
3
UBS Group
UBS Group
Switzerland
+$11.6K

Top Sellers

1
CW
Cobiz Wealth
Colorado
-$443K
2
RWA
Ropes Wealth Advisors
Massachusetts
-$357K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$256K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$188K
5
CCM
Cribstone Capital Management
Maine
-$158K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$457K +$89.9K +5,412 +24%
RWA
2
Ropes Wealth Advisors
Massachusetts
$357K -$357K -21,475 -50%
YIA
3
YHB Investment Advisors
Connecticut
$357K – – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$357K – – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$356K – – –
TF
6
TIAA FSB
Florida
$217K – – –
CCM
7
Cribstone Capital Management
Maine
$204K -$158K -9,491 -44%
Morgan Stanley
8
Morgan Stanley
New York
$181K +$117K +7,015 +184%
MA
9
Montag & Associates
Georgia
$178K – – –
NSIM
10
North Star Investment Management
Illinois
$178K – – –
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$130K – – –
UBS Group
12
UBS Group
Switzerland
$122K +$11.6K +700 +11%
CW
13
Cobiz Wealth
Colorado
– -$443K -25,948 Closed
Baird Financial Group
14
Baird Financial Group
Wisconsin
– -$256K -15,000 Closed
RJFSA
15
Raymond James Financial Services Advisors
Florida
– -$188K -11,044 Closed