Income Opportunity Realty Investors
8 hedge funds and large institutions have $30.6M invested in Income Opportunity Realty Investors in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
13,947% more capital invested
Capital invested by funds: $218K → $30.6M (+$30.4M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
58.65% more ownership
Funds ownership: 0.42% → 59.07% (+59%)
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
General Atlantic
New York
|
+$29.6M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$5.13K |
| 3 |
BlackRock
New York
|
+$484 |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.24K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$617 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
General Atlantic
New York
| $30.4M | +$29.6M | +2,446,379 | New |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $167K | -$617 | -51 | -0.4% |
|
|
3
BlackRock
New York
| $20.8K | +$484 | +40 | +2% |
|
4
Bank of America
Charlotte,
North Carolina
| $9.5K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $6.58K | +$12 | +1 | +0.2% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $5K | +$5.13K | +424 | New |
|
|
7
Morgan Stanley
New York
| $4.28K | -$7.24K | -598 | -62% |
|
8
Wells Fargo
San Francisco,
California
| $60 | – | – | – |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| – | -$4K | -300 | Closed |
|
IOR Hedge Fund Activity: Q4 2022 in Review
8 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Income Opportunity Realty Investors (IOR) for Q4 2022, worth a combined $30.6M — up 13,947% from $218K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IOR positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was General Atlantic, opening a new position worth an estimated $29.6M. The largest seller was Morgan Stanley, cutting an estimated $7.24K.
- 8 institutional investors held Income Opportunity Realty Investors (IOR) as of Q4 2022, up from 7 in Q3 2022.
- Funds reported $30.6M of Income Opportunity Realty Investors stock for Q4 2022, up 13,947% quarter-over-quarter.
- 2 funds opened new Income Opportunity Realty Investors positions in Q4 2022 and 1 closed out, a net change of +1 holder.
- The largest Income Opportunity Realty Investors buyer in Q4 2022 was General Atlantic, an estimated $29.6M added.
- The largest Income Opportunity Realty Investors seller in Q4 2022 was Morgan Stanley, an estimated $7.24K sold.
Based on aggregated 13F filings for Q4 2022.