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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
PP
201
Pacifica Partners
Canada
$680 -$46 -5 -6%
WWM
202
Wolff Wiese Magana
California
$615
WOSD
203
WFA of San Diego
California
$615 +$657 +72 New
AWM
204
Accel Wealth Management
Iowa
$608
BBHC
205
Brown Brothers Harriman & Co
New York
$606
GI
206
Gradient Investments
Minnesota
$589
CWP
207
Concord Wealth Partners
Virginia
$581 +$621 +68 New
KFI
208
Key Financial Inc
Pennsylvania
$569
BCMLT
209
Beacon Capital Management LLC (Tennessee)
Tennessee
$547 -$18 -2 -3%
BAAM
210
Baker Avenue Asset Management
California
$538 +$575 +63 New
OLVIG
211
Oliver Lagore Vanvalin Investment Group
Michigan
$529
BWP
212
Baldwin Wealth Partners
Massachusetts
$512
WWP
213
WR Wealth Planners
Missouri
$502 +$9 +1 +2%
CFFP
214
Center for Financial Planning
Michigan
$495
USCWA
215
U.S. Capital Wealth Advisors
Texas
$495 +$530 +58 New
BCWM
216
Bartlett & Co Wealth Management
Ohio
$484
AIM
217
Anchor Investment Management
South Carolina
$478
LFG
218
Larson Financial Group
Missouri
$478
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$435
ZB
220
Zions Bancorporation
Utah
$427
IRAG
221
Investment Research & Advisory Group
Georgia
$427 +$456 +50 New
PFC
222
Phocas Financial Corp
California
$427 +$456 +50 New
First Manhattan
223
First Manhattan
New York
$418
GEA
224
Glen Eagle Advisors
New Jersey
$393 -$1.13K -124 -73%
BWL
225
Bogart Wealth LLC
Virginia
$393