OPI

Office Properties Income Trust
OPI

Overview Fund Activity

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.

Holders
216
Holders Change
-15
Holders Change %
-6.49%
% of All Funds
4.77%
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

Top Buyers

1
State Street
1
State Street
Massachusetts
$75.8M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$63M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$9.44M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$212M
5
AL
5
AJO LP
Pennsylvania
$6.65M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.06M
3
JLBC
3
J.L. Bainbridge & Co
Florida
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
CL
5
CSS LLC
Illinois
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
151
Quadrant Capital Group
Ohio
$77K 2,844 +42 +1%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$70K 2,572 -223 -8%
BBA
153
Braun-Bostich & Associates
Pennsylvania
$59K 2,368 – –
MOACM
154
Mutual of America Capital Management
New York
$58K 2,111 +408 +24%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$50K 1,825 – –
AIC
156
Ameritas Investment Company
Nebraska
$41K 1,500 – –
Simplex Trading
157
Simplex Trading
Illinois
$40K 1,483 -2,269 -60%
SWA
158
Sutton Wealth Advisors
Florida
$39.1K 1,436 +169 +13%
LIA
159
LS Investment Advisors
Michigan
$39K 1,423 – –
RCA
160
Ranch Capital Advisors
Florida
$37K 1,374 -233 -14%
SIS
161
Sound Income Strategies
Florida
$36K 1,310 +63 +5%
VCM
162
Versant Capital Management
Arizona
$35K 1,295 +344 +36%
KBC Group
163
KBC Group
Belgium
$35K 1,297 +1,297 New
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$35K 1,300 +1,300 New
AF
165
Advisornet Financial
Minnesota
$34K 1,255 -357 -22%
CMBA
166
C.M. Bidwell & Associates
Hawaii
$27K 975 +975 New
Lazard Asset Management
167
Lazard Asset Management
New York
$26K 986 -72 -7%
VFA
168
Valeo Financial Advisors
Indiana
$26K 930 +255 +38%
PAM
169
Panagora Asset Management
Massachusetts
$26K 966 +966 New
WQ
170
Wealth Quarterback
New Jersey
$24K 881 -35 -4%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$24K 815 – –
NSIM
172
North Star Investment Management
Illinois
$21K 753 +203 +37%
NFG
173
Next Financial Group
Texas
$20K 726 – –
MAM
174
Meeder Asset Management
Ohio
$17K 606 -17,435 -97%
JPLA
175
Joseph P. Lucia & Associates
New York
$16K 578 – –
5 6
7
8 9