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OPI

Office Properties Income Trust

Delisted

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

216 hedge funds and large institutions have $1.01B invested in Office Properties Income Trust in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.63% more ownership

Funds ownership: 75.49%77.13% (+1.6%)

8% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 73

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 231216 (-15)

13% less capital invested

Capital invested by funds: $1.17B → $1.01B (-$157M)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

58% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $5.97M

Holders
216
Holders Change
-15
Holders Change %
-6.49%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
79
Reduced
73
Closed
37
Calls
$2.49M
Puts
$5.97M
Net Calls
-$3.48M
Net Calls Change
-$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$77K +$1.3K +42 +1%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$70K -$6.89K -223 -8%
BBA
153
Braun-Bostich & Associates
Pennsylvania
$59K
MOACM
154
Mutual of America Capital Management
New York
$58K +$12.6K +408 +24%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$50K
AIC
156
Ameritas Investment Company
Nebraska
$41K
Simplex Trading
157
Simplex Trading
Illinois
$40K -$70.1K -2,269 -60%
SWA
158
Sutton Wealth Advisors
Florida
$39.1K +$5.22K +169 +13%
LIA
159
LS Investment Advisors
Michigan
$39K
RCA
160
Ranch Capital Advisors
Florida
$37K -$7.2K -233 -14%
SIS
161
Sound Income Strategies
Florida
$36K +$1.95K +63 +5%
VCM
162
Versant Capital Management
Arizona
$35K +$10.6K +344 +36%
KBC Group
163
KBC Group
Belgium
$35K +$40.1K +1,297 New
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$35K +$40.2K +1,300 New
AF
165
Advisornet Financial
Minnesota
$34K -$11K -357 -22%
CMBA
166
C.M. Bidwell & Associates
Hawaii
$27K +$30.1K +975 New
Lazard Asset Management
167
Lazard Asset Management
New York
$26K -$2.23K -72 -7%
VFA
168
Valeo Financial Advisors
Indiana
$26K +$7.88K +255 +38%
PAM
169
Panagora Asset Management
Massachusetts
$26K +$29.9K +966 New
WQ
170
Wealth Quarterback
New Jersey
$24K -$1.08K -35 -4%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$24K
NSIM
172
North Star Investment Management
Illinois
$21K +$6.27K +203 +37%
NFG
173
Next Financial Group
Texas
$20K
MAM
174
Meeder Asset Management
Ohio
$17K -$539K -17,435 -97%
JPLA
175
Joseph P. Lucia & Associates
New York
$16K

OPI Hedge Fund Activity: Q1 2020 in Review

216 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Office Properties Income Trust (OPI) for Q1 2020, worth a combined $1.01B — down 13% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of OPI and 25 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 79 added.

The largest buyer was State Street, adding an estimated $9.41M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $10.8M sold.

  • 216 institutional investors held Office Properties Income Trust (OPI) as of Q1 2020, down from 231 in Q4 2019.
  • Funds reported $1.01B of Office Properties Income Trust stock for Q1 2020, down 13% quarter-over-quarter.
  • 25 funds opened new Office Properties Income Trust positions in Q1 2020 and 37 closed out, a net change of -12 holders.
  • The largest Office Properties Income Trust buyer in Q1 2020 was State Street, an estimated $9.41M added.
  • The largest Office Properties Income Trust seller in Q1 2020 was Mirae Asset Global Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2020.