Empire State Realty Series 60
OGCP
13 hedge funds and large institutions have $3.67M invested in Empire State Realty Series 60 in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
31% more capital invested
Capital invested by funds: $2.8M → $3.67M (+$869K)
8% more funds holding
Funds holding: 12 → 13 (+1)
0.6% more ownership
Funds ownership: 2.33% → 2.93% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YWP
YorkBridge Wealth Partners
New York
|
+$490K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$201K |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$198K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$83.4K |
| 5 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
+$30 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
-$316K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.44K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $779K | +$201K | +13,213 | +37% |
|
|
YWP
2
YorkBridge Wealth Partners
New York
| $508K | +$490K | +32,211 | New |
|
|
RWA
3
Ropes Wealth Advisors
Boston,
Massachusetts
| $339K | – | – | – |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $339K | – | – | – |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $338K | – | – | – |
|
|
TF
6
TIAA FSB
Jacksonville,
Florida
| $206K | +$198K | +13,038 | New |
|
|
CCM
7
Cribstone Capital Management
Augusta,
Maine
| $194K | +$30 | +2 | +0% |
|
8
Baird Financial Group
Milwaukee,
Wisconsin
| $190K | – | – | – |
|
|
MA
9
Montag & Associates
Atlanta,
Georgia
| $169K | – | – | – |
|
|
NSIM
10
North Star Investment Management
Chicago,
Illinois
| $169K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $168K | +$83.4K | +5,478 | +106% |
|
12
Morgan Stanley
New York
| $156K | – | – | – |
|
|
13
Bank of Montreal
Toronto,
Ontario, Canada
| $116K | -$3.44K | -226 | -3% |
|
|
YIA
14
YHB Investment Advisors
West Hartford,
Connecticut
| – | -$316K | -21,474 | Closed |
|
OGCP Hedge Fund Activity: Q1 2019 in Review
13 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series 60 (OGCP) for Q1 2019, worth a combined $3.67M — up 31% from $2.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OGCP positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was YorkBridge Wealth Partners, opening a new position worth an estimated $490K. The largest seller was YHB Investment Advisors, exiting entirely with an estimated $316K sold.
- 13 institutional investors held Empire State Realty Series 60 (OGCP) as of Q1 2019, up from 12 in Q4 2018.
- Funds reported $3.67M of Empire State Realty Series 60 stock for Q1 2019, up 31% quarter-over-quarter.
- 2 funds opened new Empire State Realty Series 60 positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest Empire State Realty Series 60 buyer in Q1 2019 was YorkBridge Wealth Partners, an estimated $490K added.
- The largest Empire State Realty Series 60 seller in Q1 2019 was YHB Investment Advisors, an estimated $316K sold.
Based on aggregated 13F filings for Q1 2019.