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OGCP

Empire State Realty Series 60
OGCP

17 hedge funds and large institutions have $2.04M invested in Empire State Realty Series 60 in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 17 → 17 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.49% less ownership

Funds ownership: 5.86% → 5.37% (-0.49%)

2% less capital invested

Capital invested by funds: $2.08M → $2.04M (-$33.8K)

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$134K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$63.3K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$37.7K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$16.7K

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$190K
2
OC
Oppenheimer & Co
New York
-$152K
3
RWP
Ridgecrest Wealth Partners
California
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$349K +$134K +21,500 +74%
TW
2
Transform Wealth
Colorado
$217K – – –
Morgan Stanley
3
Morgan Stanley
New York
$205K – – –
AF
4
Apexium Financial
Texas
$164K – – –
CAN
5
Cetera Advisor Networks
California
$148K – – –
RWA
6
Ropes Wealth Advisors
Massachusetts
$148K – – –
SFG
7
Sterling Financial Group
California
$120K – – –
WFAG
8
Wescott Financial Advisory Group
Pennsylvania
$113K – – –
TF
9
TIAA FSB
Florida
$96.9K – – –
Baird Financial Group
10
Baird Financial Group
Wisconsin
$82.9K – – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$76.1K +$63.3K +10,144 New
OWP
12
Obermeyer Wealth Partners
Colorado
$73.9K – – –
NSIM
13
North Star Investment Management
Illinois
$73.9K – – –
OGF
14
Orin Green Financial
California
$73.9K – – –
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$45.4K +$37.7K +6,047 New
MA
16
Montag & Associates
Georgia
$36.9K – – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$18.5K +$16.7K +2,685 New
Corient Private Wealth
18
Corient Private Wealth
Florida
– -$190K -26,842 Closed
OC
19
Oppenheimer & Co
New York
– -$152K -21,474 Closed
RWP
20
Ridgecrest Wealth Partners
California
– -$149K -21,045 Closed

OGCP Hedge Fund Activity: Q2 2023 in Review

17 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series 60 (OGCP) for Q2 2023, worth a combined $2.04M — down 1.6% from $2.08M a quarter earlier.

Fund positioning in OGCP was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $134K. The largest seller was Corient Private Wealth, exiting entirely with an estimated $190K sold.

  • 17 institutional investors held Empire State Realty Series 60 (OGCP) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $2.04M of Empire State Realty Series 60 stock for Q2 2023, down 1.6% quarter-over-quarter.
  • 3 funds opened new Empire State Realty Series 60 positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest Empire State Realty Series 60 buyer in Q2 2023 was Commonwealth Equity Services, an estimated $134K added.
  • The largest Empire State Realty Series 60 seller in Q2 2023 was Corient Private Wealth, an estimated $190K sold.

Based on aggregated 13F filings for Q2 2023.