OPI

Office Properties Income Trust
OPI

Overview Fund Activity

215 hedge funds and large institutions have $903M invested in Office Properties Income Trust in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-25
Holders Change %
-10.42%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
80
Reduced
77
Closed
40
Calls
$1.95M
Puts
$3.77M
Net Calls
-$1.81M
Net Calls Change
-$3.8M

Top Buyers

1
State Street
1
State Street
Massachusetts
$68.4M
2
Charles Schwab
2
Charles Schwab
California
$21.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$196M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$7.19M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$21.2M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$2.28M
2
BlackRock
2
BlackRock
New York
$205M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.61M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$23.4M
5
AAM
5
Advisors Asset Management
Colorado
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
151
Cullen/Frost Bankers
Texas
$107K -$11K -416 -9%
AIP
152
Ameritas Investment Partners
Nebraska
$104K – – –
ASN
153
Advisory Services Network
Georgia
$98K +$96.6K +3,693 +6,839%
ECM
154
EII Capital Management
New York
$79K +$2.28K +87 +3%
CFGS
155
Concourse Financial Group Securities
Alabama
$72K +$22.5K +859 +45%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$67K -$92.4K -3,327 -58%
US Bancorp
157
US Bancorp
Minnesota
$56K -$8.54K -326 -13%
JPLA
158
Joseph P. Lucia & Associates
New York
$55K +$55K +2,105 New
Federated Hermes
159
Federated Hermes
Pennsylvania
$49K -$9.63K -363 -16%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$49K +$49K +1,860 New
BBA
161
Braun-Bostich & Associates
Pennsylvania
$47K – – –
AF
162
Advisornet Financial
Minnesota
$43K -$6.67K -255 -13%
TC
163
Truvestments Capital
Florida
$42K – – –
SIS
164
Sound Income Strategies
Florida
$38K +$4.9K +187 +15%
LIA
165
LS Investment Advisors
Michigan
$37K – – –
RCAG
166
Rehmann Capital Advisory Group
Michigan
$34.3K – – –
SWA
167
Sutton Wealth Advisors
Florida
$33.3K +$12.9K +491 +63%
QCG
168
Quadrant Capital Group
Ohio
$28K +$25K +1,052 +842%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
GRP
170
Global Retirement Partners
California
$24K +$11.1K +426 +87%
CIAS
171
Capital Investment Advisory Services
North Carolina
$23K -$2.77K -104 -11%
NFG
172
Next Financial Group
Texas
$22K +$11.7K +449 +114%
VFA
173
Valeo Financial Advisors
Indiana
$18K -$137K -5,125 -88%
VCM
174
Versant Capital Management
Arizona
$17K -$9.95K -394 -37%
CAC
175
Certified Advisory Corp
Florida
$15K +$289 +11 +2%
5 6
7
8 9