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OPI

Office Properties Income Trust

Delisted

OPI was delisted on the 6th of October, 2025.

135 hedge funds and large institutions have $55.6M invested in Office Properties Income Trust in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 23 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $867K

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more funds holding

Funds holding: 134135 (+1)

11.4% less ownership

Funds ownership: 67.31%55.91% (-11%)

30% less capital invested

Capital invested by funds: $79.4M → $55.6M (-$23.8M)

50% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 46

Holders
135
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
23
Reduced
46
Closed
31
Calls
$1.44M
Puts
$867K
Net Calls
+$574K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$4.49K
Barrow, Hanley, Mewhinney & Strauss
102
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.09K +$4.36K +2,004 New
CM
103
Caption Management
Oklahoma
$4.08K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.4K +643 +50%
HI
105
Harbour Investments
Wisconsin
$3.11K
MIM
106
MetLife Investment Management
New Jersey
$3.04K +$3.23K +1,488 New
IGWM
107
ICA Group Wealth Management
Colorado
$1.89K
SIS
108
Sound Income Strategies
Florida
$1.79K
MSG
109
Main Street Group
Virginia
$1.77K -$2.17K -1,000 -51%
SS
110
Sunbelt Securities
Texas
$1.63K +$2 +1 +0.1%
NSIM
111
North Star Investment Management
Illinois
$1.12K
FFA
112
Farther Finance Advisors
California
$1.05K +$902 +415 +288%
CA
113
Clearstead Advisors
Ohio
$1.03K +$4 +2 +0.4%
CFGS
114
Concourse Financial Group Securities
Alabama
$1.02K -$165 -76 -13%
CFS
115
CGC Financial Services
Oregon
$940
GWM
116
Geneos Wealth Management
Colorado
$918
NA
117
NewEdge Advisors
Louisiana
$890 -$104 -48 -10%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$824 -$41.4K -19,060 -98%
EWA
119
EverSource Wealth Advisors
Alabama
$608 +$531 +244 New
NFSG
120
Newbridge Financial Services Group
Florida
$510
GJIA
121
Glass Jacobson Investment Advisors
Maryland
$506
GRP
122
Global Retirement Partners
California
$408 +$435 +200 New
HPC
123
HM Payson & Co
Maine
$327
VCM
124
Versant Capital Management
Arizona
$324
BCMLT
125
Beacon Capital Management LLC (Tennessee)
Tennessee
$277

OPI Hedge Fund Activity: Q2 2024 in Review

135 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Office Properties Income Trust (OPI) for Q2 2024, worth a combined $55.6M — down 30% from $79.4M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new OPI positions and 31 closed out — a net gain of 1 holder — while 23 added to existing stakes and 46 trimmed.

The largest buyer was CastleKnight Management, adding an estimated $3.22M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $15.1M sold.

  • 135 institutional investors held Office Properties Income Trust (OPI) as of Q2 2024, up from 134 in Q1 2024.
  • Funds reported $55.6M of Office Properties Income Trust stock for Q2 2024, down 30% quarter-over-quarter.
  • 32 funds opened new Office Properties Income Trust positions in Q2 2024 and 31 closed out, a net change of +1 holder.
  • The largest Office Properties Income Trust buyer in Q2 2024 was CastleKnight Management, an estimated $3.22M added.
  • The largest Office Properties Income Trust seller in Q2 2024 was Mirae Asset Global Investments, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2024.