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OGCP

Empire State Realty Series 60

18 hedge funds and large institutions have $2.98M invested in Empire State Realty Series 60 in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $2.85M → $2.98M (+$131K)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

0.67% less ownership

Funds ownership: 6.64%5.97% (-0.67%)

10% less funds holding

Funds holding: 2018 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$470K +$174 +20 +0%
BPA
2
Beacon Pointe Advisors
California
$299K
TW
3
Transform Wealth
Colorado
$292K
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$250K +$56.3K +6,491 +33%
AF
5
Apexium Financial
Texas
$221K
CAN
6
Cetera Advisor Networks
California
$199K
NSIM
7
North Star Investment Management
Illinois
$199K
Morgan Stanley
8
Morgan Stanley
New York
$182K -$88.3K -10,178 -34%
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$153K
SFG
10
Sterling Financial Group
California
$150K
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$129K
Baird Financial Group
12
Baird Financial Group
Wisconsin
$102K
OWP
13
Obermeyer Wealth Partners
Colorado
$99.5K
OGF
14
Orin Green Financial
California
$99.5K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$57.2K
MA
16
Montag & Associates
Georgia
$49.8K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$24.9K
UBS Group
18
UBS Group
Switzerland
$9 -$625 -72 -99%
CIA
19
Choate Investment Advisors
Massachusetts
-$172K -21,473 Closed
WQ
20
Wealth Quarterback
New Jersey
-$86.3K -10,783 Closed

OGCP Hedge Fund Activity: Q4 2023 in Review

18 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series 60 (OGCP) for Q4 2023, worth a combined $2.98M — up 4.6% from $2.85M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of OGCP and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.

The largest buyer was Susquehanna International Group, adding an estimated $56.3K. The largest seller was Choate Investment Advisors, exiting entirely with an estimated $172K sold.

  • 18 institutional investors held Empire State Realty Series 60 (OGCP) as of Q4 2023, down from 20 in Q3 2023.
  • Funds reported $2.98M of Empire State Realty Series 60 stock for Q4 2023, up 4.6% quarter-over-quarter.
  • 0 funds opened new Empire State Realty Series 60 positions in Q4 2023 and 2 closed out, a net change of -2 holders.
  • The largest Empire State Realty Series 60 buyer in Q4 2023 was Susquehanna International Group, an estimated $56.3K added.
  • The largest Empire State Realty Series 60 seller in Q4 2023 was Choate Investment Advisors, an estimated $172K sold.

Based on aggregated 13F filings for Q4 2023.