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OGCP

Empire State Realty Series 60
OGCP

16 hedge funds and large institutions have $3.72M invested in Empire State Realty Series 60 in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% less ownership

Funds ownership: 5.98% → 5.71% (-0.26%)

6% less funds holding

Funds holding: 17 → 16 (-1)

12% less capital invested

Capital invested by funds: $4.23M → $3.72M (-$507K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSA
Marino Stram & Associates
Massachusetts
+$374K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$62.6K

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$265K
2
UBS Group
UBS Group
Switzerland
-$244K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$63.8K
5
JP Morgan Chase
JP Morgan Chase
New York
-$41.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$557K -$244K -20,984 -28%
TW
2
Transform Wealth
Colorado
$442K – – –
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$403K -$63.8K -5,487 -12%
YWP
4
YorkBridge Wealth Partners
New York
$337K – – –
MSA
5
Marino Stram & Associates
Massachusetts
$337K +$374K +32,211 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$308K +$62.6K +5,384 +22%
RWA
7
Ropes Wealth Advisors
Massachusetts
$224K – – –
RWP
8
Ridgecrest Wealth Partners
California
$220K – – –
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$178K – – –
Baird Financial Group
10
Baird Financial Group
Wisconsin
$126K – – –
MA
11
Montag & Associates
Georgia
$112K – – –
NSIM
12
North Star Investment Management
Illinois
$112K – – –
OWP
13
Obermeyer Wealth Partners
Colorado
$112K – – –
OGF
14
Orin Green Financial
California
$112K – – –
Morgan Stanley
15
Morgan Stanley
New York
$103K – – –
JP Morgan Chase
16
JP Morgan Chase
New York
$36K -$41.8K -3,600 -51%
TF
17
TIAA FSB
Florida
– -$265K -23,775 Closed
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
– -$76K -6,700 Closed

OGCP Hedge Fund Activity: Q2 2021 in Review

16 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series 60 (OGCP) for Q2 2021, worth a combined $3.72M — down 12% from $4.23M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of OGCP and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.

The largest buyer was Marino Stram & Associates, opening a new position worth an estimated $374K. The largest seller was TIAA FSB, exiting entirely with an estimated $265K sold.

  • 16 institutional investors held Empire State Realty Series 60 (OGCP) as of Q2 2021, down from 17 in Q1 2021.
  • Funds reported $3.72M of Empire State Realty Series 60 stock for Q2 2021, down 12% quarter-over-quarter.
  • 1 fund opened new Empire State Realty Series 60 positions in Q2 2021 and 2 closed out, a net change of -1 holder.
  • The largest Empire State Realty Series 60 buyer in Q2 2021 was Marino Stram & Associates, an estimated $374K added.
  • The largest Empire State Realty Series 60 seller in Q2 2021 was TIAA FSB, an estimated $265K sold.

Based on aggregated 13F filings for Q2 2021.