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Orion Office REIT

293 hedge funds and large institutions have $403M invested in Orion Office REIT in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 112 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $189K | Put options by funds: $49K

1.57% less ownership

Funds ownership: 82.77%81.2% (-1.6%)

15% less funds holding

Funds holding: 343293 (-50)

22% less capital invested

Capital invested by funds: $514M → $403M (-$111M)

48% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 112

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 73

Holders
293
Holders Change
-50
Holders Change %
-14.58%
% of All Funds
5.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
58
Reduced
112
Closed
73
Calls
$189K
Puts
$49K
Net Calls
+$140K
Net Calls Change
+$309K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$1K
JFA
202
JNBA Financial Advisors
Minnesota
$1K
MTIC
203
Missouri Trust & Investment Company
Missouri
$1K
OLVIG
204
Oliver Lagore Vanvalin Investment Group
Michigan
$1K
PB
205
Pinnacle Bancorp
Nebraska
$1K
PSB
206
Piscataqua Savings Bank
New Hampshire
$1K
TC
207
Trust Company
Kansas
$1K
TSWM
208
Tyler-Stone Wealth Management
Ohio
$1K
WT
209
Whittier Trust
California
$1K
WWM
210
Wolff Wiese Magana
California
$1K
BCMLT
211
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$10 +1 +2%
KFI
212
Key Financial Inc
Pennsylvania
$1K +$82 +8 +14%
AWM
213
Ameliora Wealth Management
Switzerland
$1K +$185 +18 New
CB
214
Community Bank
New York
$1K +$1.19K +116 New
CP
215
Castleview Partners
Texas
$1K +$1.41K +137 +979%
WWP
216
WR Wealth Planners
Missouri
$511
BCWM
217
Bartlett & Co Wealth Management
Ohio
$496 -$92 -9 -14%
AIM
218
Anchor Investment Management
South Carolina
$490 -$51 -5 -8%
KFS
219
Kelly Financial Services
Massachusetts
$333
CT
220
Caldwell Trust
Florida
$324 -$328 -32 -46%
HF
221
Halpern Financial
Virginia
$298 +$349 +34 New
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$244 +$137K +13,358 +123%
BC
223
Barrett & Company
Rhode Island
$239 +$287 +28 New
SWA
224
Sutton Wealth Advisors
Florida
$175 +$205 +20 New
HWA
225
Heritage Wealth Advisors
Virginia
$149