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Orion Office REIT

296 hedge funds and large institutions have $433M invested in Orion Office REIT in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

9.56% more ownership

Funds ownership: 81.2%90.76% (+9.6%)

8% more capital invested

Capital invested by funds: $403M → $433M (+$30.2M)

1% more funds holding

Funds holding: 293296 (+3)

1% less call options, than puts

Call options by funds: $150K | Put options by funds: $152K

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

Holders
296
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
69
Reduced
89
Closed
40
Calls
$150K
Puts
$152K
Net Calls
-$2K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$333 +$356 +39 New
IRC
227
Investors Research Corp
Georgia
$325 -$383 -42 -53%
KFS
228
Kelly Financial Services
Massachusetts
$325
CA
229
CoreCap Advisors
Michigan
$325 +$347 +38 New
FA
230
Fiduciary Alliance
South Carolina
$325 +$347 +38 New
CFD
231
Creative Financial Designs
Indiana
$323 +$9 +1 +3%
CT
232
Caldwell Trust
Florida
$316
IGWM
233
ICA Group Wealth Management
Colorado
$312 +$329 +36 New
KTC
234
Kistler-Tiffany Companies
Pennsylvania
$305 +$9 +1 +3%
HF
235
Halpern Financial
Virginia
$290
LIA
236
Luken Investment Analytics
Tennessee
$273 +$292 +32 New
APC
237
Aspire Private Capital
North Carolina
$256
BC
238
Barrett & Company
Rhode Island
$239
NL
239
NVWM LLC
Pennsylvania
$231
PCTC
240
Perkins Coie Trust Company
Washington
$229
SWA
241
SOA Wealth Advisors
New York
$214
MWM
242
Mascoma Wealth Management
New Hampshire
$205
HCM
243
Hollencrest Capital Management
California
$188 +$201 +22 New
MLA
244
MB, Levis & Associates
Pennsylvania
$179 +$192 +21 New
CAM
245
Costello Asset Management
Pennsylvania
$171 +$128 +14 +233%
JWM
246
Janiczek Wealth Management
Colorado
$167
AWM
247
Ameliora Wealth Management
Switzerland
$154
BIA
248
Bell Investment Advisors
California
$154
HWA
249
Heritage Wealth Advisors
Virginia
$145
MYAM
250
Meiji Yasuda Asset Management
Japan
$138