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OGCP

Empire State Realty Series 60
OGCP

17 hedge funds and large institutions have $3.27M invested in Empire State Realty Series 60 in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

10% more capital invested

Capital invested by funds: $2.98M → $3.27M (+$296K)

0.21% more ownership

Funds ownership: 5.97% → 6.18% (+0.21%)

6% less funds holding

Funds holding: 18 → 17 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$211K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$16.2K
3
UBS Group
UBS Group
Switzerland
+$5K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$932

Top Sellers

Rank Fund Capital Flow
1
SFG
Sterling Financial Group
California
-$150K
2
OGF
Orin Green Financial
California
-$105K
3
Morgan Stanley
Morgan Stanley
New York
-$43.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$516K +$932 +95 +0.2%
BPA
2
Beacon Pointe Advisors
California
$327K – – –
TW
3
Transform Wealth
Colorado
$320K – – –
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$280K +$16.2K +1,652 +6%
AF
5
Apexium Financial
Texas
$242K – – –
CAN
6
Cetera Advisor Networks
California
$218K – – –
NSIM
7
North Star Investment Management
Illinois
$218K – – –
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$218K +$211K +21,474 New
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$167K – – –
Morgan Stanley
10
Morgan Stanley
New York
$154K -$43.7K -4,454 -23%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$132K – – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$112K – – –
OWP
13
Obermeyer Wealth Partners
Colorado
$109K – – –
OGF
14
Orin Green Financial
California
$109K -$105K -10,737 Closed
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$63K – – –
MA
16
Montag & Associates
Georgia
$54.5K – – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$27.3K – – –
UBS Group
18
UBS Group
Switzerland
$5.19K +$5K +510 +51,000%
SFG
19
Sterling Financial Group
California
– -$150K -16,218 Closed

OGCP Hedge Fund Activity: Q1 2024 in Review

17 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series 60 (OGCP) for Q1 2024, worth a combined $3.27M — up 9.9% from $2.98M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of OGCP and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $211K. The largest seller was Sterling Financial Group, exiting entirely with an estimated $150K sold.

  • 17 institutional investors held Empire State Realty Series 60 (OGCP) as of Q1 2024, down from 18 in Q4 2023.
  • Funds reported $3.27M of Empire State Realty Series 60 stock for Q1 2024, up 9.9% quarter-over-quarter.
  • 1 fund opened new Empire State Realty Series 60 positions in Q1 2024 and 2 closed out, a net change of -1 holder.
  • The largest Empire State Realty Series 60 buyer in Q1 2024 was Cetera Investment Advisers, an estimated $211K added.
  • The largest Empire State Realty Series 60 seller in Q1 2024 was Sterling Financial Group, an estimated $150K sold.

Based on aggregated 13F filings for Q1 2024.