We are live on ! Find out more
OLP

One Liberty Properties
OLP

91 hedge funds and large institutions have $158M invested in One Liberty Properties in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more call options, than puts

Call options by funds: $311K | Put options by funds: $51K

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

1.6% less ownership

Funds ownership: 38.01% → 36.4% (-1.6%)

7% less funds holding

Funds holding: 98 → 91 (-7)

15% less capital invested

Capital invested by funds: $186M → $158M (-$27.7M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
29
Closed
15
Calls
$311K
Puts
$51K
Net Calls
+$260K
Net Calls Change
-$30K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.36M
2
ZIM
Zacks Investment Management
Illinois
+$971K
3
Two Sigma Investments
Two Sigma Investments
New York
+$505K
4
Millennium Management
Millennium Management
New York
+$455K
5
CIC
Cornercap Investment Counsel
Georgia
+$390K

Top Sellers

Rank Fund Capital Flow
1
JCP
Jennifer C. Price
-$4.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
3
State Street
State Street
Massachusetts
-$1.57M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$896K
5
ETC
Exchange Traded Concepts
Oklahoma
-$783K
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
76
Quadrant Capital Group
Ohio
$23.1K -$19.8K -939 -45%
VNA
77
Valley National Advisers
Pennsylvania
$7K – – –
RCM
78
Raleigh Capital Management
North Carolina
$5.47K +$5.68K +269 New
S
79
SignatureFD
Georgia
$4.54K -$3.27K -155 -41%
AWM
80
Avior Wealth Management
Nebraska
$3.52K +$3.65K +173 New
PA
81
Parallel Advisors
California
$3.29K +$359 +17 +12%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.04K +144 New
US Bancorp
83
US Bancorp
Minnesota
$2.91K -$12.2K -577 -80%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$2.76K +$2.87K +136 New
LC
85
Lindbrook Capital
California
$2.64K -$11.5K -545 -81%
FFA
86
Farther Finance Advisors
California
$1.34K – – –
HNB
87
Huntington National Bank
Ohio
$1.14K +$1.18K +56 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$1.1K -$2.43K -115 -68%
BAAM
89
Baker Avenue Asset Management
California
$508 +$528 +25 New
AWM
90
AllSquare Wealth Management
New York
$60 – – –
JCP
91
Jennifer C. Price
– -$4.4M -192,000 Closed
EWM
92
Empirical Wealth Management
Washington
– -$617K -26,914 Closed
DLG
93
Daniel L. Goodwin
– -$371K -16,172 Closed
LWM
94
Liberty Wealth Management
California
– -$231K -10,322 Closed
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
– -$219K -9,570 Closed
DI
96
Diligent Investors
California
– -$218K -9,513 Closed
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
– -$218K -9,469 Closed
SG Americas Securities
98
SG Americas Securities
New York
– -$141K -6,149 Closed
Russell Investments Group
99
Russell Investments Group
United Kingdom
– -$64.4K -2,807 Closed
UB
100
UMB Bank
Missouri
– -$37.2K -1,621 Closed
1 2 3
4
5

OLP Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in One Liberty Properties (OLP) for Q2 2023, worth a combined $158M — down 15% from $186M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of OLP and 8 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 31 added.

The largest buyer was BlackRock, adding an estimated $1.36M. The largest seller was Jennifer C. Price, exiting entirely with an estimated $4.4M sold.

  • 91 institutional investors held One Liberty Properties (OLP) as of Q2 2023, down from 98 in Q1 2023.
  • Funds reported $158M of One Liberty Properties stock for Q2 2023, down 15% quarter-over-quarter.
  • 8 funds opened new One Liberty Properties positions in Q2 2023 and 15 closed out, a net change of -7 holders.
  • The largest One Liberty Properties buyer in Q2 2023 was BlackRock, an estimated $1.36M added.
  • The largest One Liberty Properties seller in Q2 2023 was Jennifer C. Price, an estimated $4.4M sold.

Based on aggregated 13F filings for Q2 2023.