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OGCP

Empire State Realty Series 60
OGCP

17 hedge funds and large institutions have $2.08M invested in Empire State Realty Series 60 in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.05% less ownership

Funds ownership: 5.91% → 5.86% (-0.05%)

6% less funds holding

Funds holding: 18 → 17 (-1)

6% less capital invested

Capital invested by funds: $2.2M → $2.08M (-$126K)

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$192K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$200

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$17.6K
2
AF
Apexium Financial
Texas
-$16.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1
Transform Wealth
Colorado
$224K – – –
Morgan Stanley
2
Morgan Stanley
New York
$211K – – –
Corient Private Wealth
3
Corient Private Wealth
Florida
$190K +$192K +26,842 New
AF
4
Apexium Financial
Texas
$169K -$16.7K -2,344 -9%
CAN
5
Cetera Advisor Networks
California
$152K – – –
OC
6
Oppenheimer & Co
New York
$152K – – –
RWA
7
Ropes Wealth Advisors
Massachusetts
$152K – – –
RWP
8
Ridgecrest Wealth Partners
California
$149K – – –
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$117K – – –
SFG
10
Sterling Financial Group
California
$115K – – –
TF
11
TIAA FSB
Florida
$92.4K – – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$85.4K – – –
OWP
13
Obermeyer Wealth Partners
Colorado
$76.1K – – –
NSIM
14
North Star Investment Management
Illinois
$76.1K – – –
OGF
15
Orin Green Financial
California
$76.1K – – –
MA
16
Montag & Associates
Georgia
$38K – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$206 +$200 +28 +0.1%
UBS Group
18
UBS Group
Switzerland
– -$17.6K -2,671 Closed

OGCP Hedge Fund Activity: Q1 2023 in Review

17 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series 60 (OGCP) for Q1 2023, worth a combined $2.08M — down 5.7% from $2.2M a quarter earlier.

Fund positioning in OGCP was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $192K. The largest seller was UBS Group, exiting entirely with an estimated $17.6K sold.

  • 17 institutional investors held Empire State Realty Series 60 (OGCP) as of Q1 2023, down from 18 in Q4 2022.
  • Funds reported $2.08M of Empire State Realty Series 60 stock for Q1 2023, down 5.7% quarter-over-quarter.
  • 1 fund opened new Empire State Realty Series 60 positions in Q1 2023 and 1 closed out, a net change of 0 holders.
  • The largest Empire State Realty Series 60 buyer in Q1 2023 was Corient Private Wealth, an estimated $192K added.
  • The largest Empire State Realty Series 60 seller in Q1 2023 was UBS Group, an estimated $17.6K sold.

Based on aggregated 13F filings for Q1 2023.