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OGCP

Empire State Realty Series 60

20 hedge funds and large institutions have $2.85M invested in Empire State Realty Series 60 in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

39% more capital invested

Capital invested by funds: $2.04M → $2.85M (+$805K)

18% more funds holding

Funds holding: 1720 (+3)

1.27% more ownership

Funds ownership: 5.37%6.64% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$406K +$190 +23 +0%
BPA
2
Beacon Pointe Advisors
California
$258K +$266K +32,211 New
TW
3
Transform Wealth
Colorado
$252K
Morgan Stanley
4
Morgan Stanley
New York
$239K
AF
5
Apexium Financial
Texas
$191K
CAN
6
Cetera Advisor Networks
California
$172K
NSIM
7
North Star Investment Management
Illinois
$172K +$88.8K +10,737 +100%
CIA
8
Choate Investment Advisors
Massachusetts
$172K +$178K +21,473 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$156K +$77.2K +9,337 +92%
WFAG
10
Wescott Financial Advisory Group
Pennsylvania
$132K
SFG
11
Sterling Financial Group
California
$130K -$10.3K -1,250 -7%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$104K +$108K +13,038 New
Baird Financial Group
13
Baird Financial Group
Wisconsin
$88.4K -$8.27K -1,000 -8%
WQ
14
Wealth Quarterback
New Jersey
$86.3K +$89.2K +10,783 New
OWP
15
Obermeyer Wealth Partners
Colorado
$85.9K
OGF
16
Orin Green Financial
California
$85.9K
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$53.2K -$827 -100 -2%
MA
18
Montag & Associates
Georgia
$42.9K
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$21.5K
UBS Group
20
UBS Group
Switzerland
$584 +$604 +73 New
RWA
21
Ropes Wealth Advisors
Massachusetts
-$148K -21,473 Closed

OGCP Hedge Fund Activity: Q3 2023 in Review

20 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series 60 (OGCP) for Q3 2023, worth a combined $2.85M — up 39% from $2.04M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OGCP positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $266K. The largest seller was Ropes Wealth Advisors, exiting entirely with an estimated $148K sold.

  • 20 institutional investors held Empire State Realty Series 60 (OGCP) as of Q3 2023, up from 17 in Q2 2023.
  • Funds reported $2.85M of Empire State Realty Series 60 stock for Q3 2023, up 39% quarter-over-quarter.
  • 5 funds opened new Empire State Realty Series 60 positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Empire State Realty Series 60 buyer in Q3 2023 was Beacon Pointe Advisors, an estimated $266K added.
  • The largest Empire State Realty Series 60 seller in Q3 2023 was Ropes Wealth Advisors, an estimated $148K sold.

Based on aggregated 13F filings for Q3 2023.