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ONL

Orion Office REIT
ONL

254 hedge funds and large institutions have $262M invested in Orion Office REIT in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $226M → $262M (+$36.4M)

5.85% more ownership

Funds ownership: 76.23% → 82.08% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 267 → 254 (-13)

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

23% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 47

74% less call options, than puts

Call options by funds: $30K | Put options by funds: $117K

Holders
254
Holders Change
-13
Holders Change %
-4.87%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
63
Reduced
74
Closed
47
Calls
$30K
Puts
$117K
Net Calls
-$87K
Net Calls Change
+$50K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.23M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$1.38M
4
ECM
ExodusPoint Capital Management
New York
+$1.14M
5
Charles Schwab
Charles Schwab
California
+$961K

Top Sellers

Rank Fund Capital Flow
1
MP
Mangrove Partners
Connecticut
-$6.05M
2
Millennium Management
Millennium Management
New York
-$3.48M
3
MAP
Madison Avenue Partners
New York
-$2.67M
4
NM
Newtyn Management
New York
-$2.47M
5
SCM
Solas Capital Management
Connecticut
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
226
Baystate Wealth Management
Massachusetts
$97 +$89 +17 New
JWM
227
Janiczek Wealth Management
Colorado
$93 – – –
IA
228
IFS Advisors
Kansas
$85 – – –
AAP
229
Arax Advisory Partners
Colorado
$75 -$741 -142 -92%
MFT
230
Moisand Fitzgerald Tamayo
Florida
$75 – – –
AFWM
231
Abich Financial Wealth Management
Virginia
$74 +$68 +13 New
TCOV
232
Trust Company of Vermont
Vermont
$69 – – –
CT
233
Caldwell Trust
Florida
$57 -$141 -27 -73%
BWAM
234
Boyd Watterson Asset Management
Ohio
$57 – – –
DJSG
235
D.J. St. Germain
Massachusetts
$57 – – –
HIA
236
Harbor Investment Advisory
Maryland
$57 – – –
MSG
237
Main Street Group
Virginia
$57 +$52 +10 New
FCA
238
FinTrust Capital Advisors
South Carolina
$52 +$5 +1 +13%
CFGS
239
Concourse Financial Group Securities
Alabama
$46 – – –
RIM
240
Rockbridge Investment Management
New York
$41 +$37 +7 New
WAG
241
Wiser Advisor Group
Arizona
$36 +$31 +6 New
CTB
242
Country Trust Bank
Illinois
$34 – – –
TVAMP
243
Tennessee Valley Asset Management Partners
Tennessee
$31 +$26 +5 New
CT
244
Colonial Trust
South Carolina
$29 – – –
PPC
245
Park Place Capital
Alabama
$29 – – –
HGA
246
Hobbs Group Advisors
South Carolina
$29 +$26 +5 New
NFA
247
Northwest Financial Advisors
Virginia
$25 +$21 +4 New
PFPT
248
Pinnacle Financial Partners (Tennessee)
Tennessee
$23 – – –
SS
249
Sunbelt Securities
Texas
$12 – – –
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6 – – –
8 9
10
11 12

ONL Hedge Fund Activity: Q4 2023 in Review

254 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Orion Office REIT (ONL) for Q4 2023, worth a combined $262M — up 16% from $226M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of ONL and 36 opened new positions — a net loss of 11 holders — while 74 trimmed existing stakes and 63 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Mangrove Partners, exiting entirely with an estimated $6.05M sold.

  • 254 institutional investors held Orion Office REIT (ONL) as of Q4 2023, down from 267 in Q3 2023.
  • Funds reported $262M of Orion Office REIT stock for Q4 2023, up 16% quarter-over-quarter.
  • 36 funds opened new Orion Office REIT positions in Q4 2023 and 47 closed out, a net change of -11 holders.
  • The largest Orion Office REIT buyer in Q4 2023 was Morgan Stanley, an estimated $26.6M added.
  • The largest Orion Office REIT seller in Q4 2023 was Mangrove Partners, an estimated $6.05M sold.

Based on aggregated 13F filings for Q4 2023.