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OGCP

Empire State Realty Series 60
OGCP

14 hedge funds and large institutions have $2.88M invested in Empire State Realty Series 60 in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 5.33% → 5.4% (+0.07%)

7% less funds holding

Funds holding: 15 → 14 (-1)

13% less capital invested

Capital invested by funds: $3.31M → $2.88M (-$430K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OC
Oppenheimer & Co
New York
+$207K
2
Morgan Stanley
Morgan Stanley
New York
+$193K
3
NSIM
North Star Investment Management
Illinois
+$103K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$283K
2
OGF
Orin Green Financial
California
-$109K
3
MA
Montag & Associates
Georgia
-$51.7K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$48.1K
5
JP Morgan Chase
JP Morgan Chase
New York
-$35K
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1
Transform Wealth
Colorado
$375K – – –
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$325K -$48.1K -4,993 -12%
YWP
3
YorkBridge Wealth Partners
New York
$286K – – –
Morgan Stanley
4
Morgan Stanley
New York
$265K +$193K +20,000 +204%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$257K -$761 -79 -0.3%
UBS Group
6
UBS Group
Switzerland
$213K -$283K -29,345 -55%
RWA
7
Ropes Wealth Advisors
Massachusetts
$191K – – –
NSIM
8
North Star Investment Management
Illinois
$191K +$103K +10,737 +100%
OC
9
Oppenheimer & Co
New York
$191K +$207K +21,474 New
RWP
10
Ridgecrest Wealth Partners
California
$187K – – –
WFAG
11
Wescott Financial Advisory Group
Pennsylvania
$146K – – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$107K – – –
OWP
13
Obermeyer Wealth Partners
Colorado
$95K – – –
MA
14
Montag & Associates
Georgia
$48K -$51.7K -5,369 -50%
OGF
15
Orin Green Financial
California
– -$109K -10,737 Closed
JP Morgan Chase
16
JP Morgan Chase
New York
– -$35K -3,422 Closed

OGCP Hedge Fund Activity: Q4 2021 in Review

14 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series 60 (OGCP) for Q4 2021, worth a combined $2.88M — down 13% from $3.31M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of OGCP and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.

The largest buyer was Oppenheimer & Co, opening a new position worth an estimated $207K. The largest seller was UBS Group, cutting an estimated $283K.

  • 14 institutional investors held Empire State Realty Series 60 (OGCP) as of Q4 2021, down from 15 in Q3 2021.
  • Funds reported $2.88M of Empire State Realty Series 60 stock for Q4 2021, down 13% quarter-over-quarter.
  • 1 fund opened new Empire State Realty Series 60 positions in Q4 2021 and 2 closed out, a net change of -1 holder.
  • The largest Empire State Realty Series 60 buyer in Q4 2021 was Oppenheimer & Co, an estimated $207K added.
  • The largest Empire State Realty Series 60 seller in Q4 2021 was UBS Group, an estimated $283K sold.

Based on aggregated 13F filings for Q4 2021.