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OGCP

Empire State Realty Series 60

17 hedge funds and large institutions have $2.78M invested in Empire State Realty Series 60 in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 5.76%5.69% (-0.07%)

6% less funds holding

Funds holding: 1817 (-1)

12% less capital invested

Capital invested by funds: $3.15M → $2.78M (-$371K)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$447K -$44.1K -4,140 -8%
BPA
2
Beacon Pointe Advisors
California
$322K +$343K +32,211 New
AF
3
Apexium Financial
Texas
$221K
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$215K
NSIM
5
North Star Investment Management
Illinois
$215K
CWM
6
Congress Wealth Management
Massachusetts
$215K +$229K +21,474 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$166K -$44.7K -4,200 -20%
WFAG
8
Wescott Financial Advisory Group
Pennsylvania
$165K
Morgan Stanley
9
Morgan Stanley
New York
$152K
OWP
10
Obermeyer Wealth Partners
Colorado
$107K
OGF
11
Orin Green Financial
California
$107K -$114K -10,737 Closed
Bank of America
12
Bank of America
North Carolina
$107K
Cerity Partners
13
Cerity Partners
New York
$105K
Baird Financial Group
14
Baird Financial Group
Wisconsin
$101K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$59.5K
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$26.9K
VWA
17
VSM Wealth Advisory
Maryland
$25.8K +$27.4K +2,576 New
UBS Group
18
UBS Group
Switzerland
$24.5K -$6.03K -566 -19%
TW
19
Transform Wealth
Colorado
-$347K -31,546 Closed
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
-$143K -13,038 Closed
Corient Private Wealth
21
Corient Private Wealth
Florida
-$118K -10,736 Closed

OGCP Hedge Fund Activity: Q4 2024 in Review

17 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series 60 (OGCP) for Q4 2024, worth a combined $2.78M — down 12% from $3.15M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OGCP and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 0 added.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $343K. The largest seller was Transform Wealth, exiting entirely with an estimated $347K sold.

  • 17 institutional investors held Empire State Realty Series 60 (OGCP) as of Q4 2024, down from 18 in Q3 2024.
  • Funds reported $2.78M of Empire State Realty Series 60 stock for Q4 2024, down 12% quarter-over-quarter.
  • 3 funds opened new Empire State Realty Series 60 positions in Q4 2024 and 4 closed out, a net change of -1 holder.
  • The largest Empire State Realty Series 60 buyer in Q4 2024 was Beacon Pointe Advisors, an estimated $343K added.
  • The largest Empire State Realty Series 60 seller in Q4 2024 was Transform Wealth, an estimated $347K sold.

Based on aggregated 13F filings for Q4 2024.