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ONL

Orion Office REIT

267 hedge funds and large institutions have $226M invested in Orion Office REIT in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 49 increasing their positions, 82 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

0% more funds holding

Funds holding: 267267 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12.14% less ownership

Funds ownership: 88.37%76.23% (-12%)

32% less capital invested

Capital invested by funds: $332M → $226M (-$106M)

40% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 82

76% less call options, than puts

Call options by funds: $43K | Put options by funds: $180K

Holders
267
Holders Change
Holders Change %
0%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
49
Reduced
82
Closed
46
Calls
$43K
Puts
$180K
Net Calls
-$137K
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
N
176
Natixis
France
$771
PTC
177
Private Trust Company
Ohio
$646
KFS
178
Kelly Financial Services
Massachusetts
$630
SPIA
179
Steward Partners Investment Advisory
New York
$625 -$212 -35 -23%
JWA
180
JFS Wealth Advisors
Pennsylvania
$615
BCMLT
181
Beacon Capital Management LLC (Tennessee)
Tennessee
$555
ME
182
McIlrath & Eck
Washington
$552 -$164 -27 -20%
IA
183
IFP Advisors
Florida
$531 -$6 -1 -1%
AF
184
Advisornet Financial
Minnesota
$516 -$6.54K -1,077 -92%
FGA
185
Fortis Group Advisors
New Jersey
$495 +$577 +95 New
ITIM
186
Indiana Trust & Investment Management
Indiana
$453 +$528 +87 New
AWM
187
Avior Wealth Management
Nebraska
$432
GJIA
188
Glass Jacobson Investment Advisors
Maryland
$428
SIS
189
Sound Income Strategies
Florida
$417 -$6 -1 -1%
WOSD
190
WFA of San Diego
California
$376 +$382 +63 +700%
CNBTD
191
Citizens National Bank Trust Department
Mississippi
$375
BWP
192
Baldwin Wealth Partners
Massachusetts
$365
HPC
193
HM Payson & Co
Maine
$365
GI
194
Gradient Investments
Minnesota
$359
PP
195
Pacifica Partners
Canada
$353
KFI
196
Key Financial Inc
Pennsylvania
$339
GWS
197
Glassman Wealth Services
Virginia
$326 -$134 -22 -26%
WWP
198
WR Wealth Planners
Missouri
$312 +$6 +1 +2%
AIM
199
Anchor Investment Management
South Carolina
$292
PO
200
Private Ocean
California
$292

ONL Hedge Fund Activity: Q3 2023 in Review

267 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Orion Office REIT (ONL) for Q3 2023, worth a combined $226M — down 32% from $332M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ONL positions and 46 closed out — a net gain of 2 holders — while 49 added to existing stakes and 82 trimmed.

The largest buyer was Private Management Group, adding an estimated $9.68M. The largest seller was BlackRock, cutting an estimated $30.4M.

  • 267 institutional investors held Orion Office REIT (ONL) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $226M of Orion Office REIT stock for Q3 2023, down 32% quarter-over-quarter.
  • 48 funds opened new Orion Office REIT positions in Q3 2023 and 46 closed out, a net change of +2 holders.
  • The largest Orion Office REIT buyer in Q3 2023 was Private Management Group, an estimated $9.68M added.
  • The largest Orion Office REIT seller in Q3 2023 was BlackRock, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2023.