OPI

Office Properties Income Trust
OPI

Overview Fund Activity

197 hedge funds and large institutions have $843M invested in Office Properties Income Trust in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-5
Holders Change %
-2.48%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
57
Reduced
70
Closed
31
Calls
$845K
Puts
$1.41M
Net Calls
-$567K
Net Calls Change
-$482K

Top Buyers

1
BlackRock
BlackRock
New York
$199M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$4.51M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$171M
5
Invesco
Invesco
Georgia
$12.6M

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
Northern Trust
Northern Trust
Illinois
$20.5M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$31.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
LSV Asset Management
LSV Asset Management
Illinois
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
151
Simplex Trading
Illinois
$25K -$22.4K -1,006 -47%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
RCA
153
Ranch Capital Advisors
Florida
$19K -$9.48K -418 -33%
NSIM
154
North Star Investment Management
Illinois
$17K +$111 +5 +0.7%
NFG
155
Next Financial Group
Texas
$16K +$153 +7 +1%
VFA
156
Valeo Financial Advisors
Indiana
$15K – – –
AWM
157
Avior Wealth Management
Nebraska
$14K -$53.9K -2,523 -79%
VCG
158
Vantage Consulting Group
Virginia
$14K +$14K +625 New
JPLA
159
Joseph P. Lucia & Associates
New York
$13K +$13K +578 New
RE
160
RBC Europe
United Kingdom
$11.4K – – –
CAM
161
Costello Asset Management
Pennsylvania
$10K – – –
TFGT
162
TS Financial Group (TSFG)
Illinois
$8K – – –
CFA
163
Carroll Financial Associates
North Carolina
$8K +$8K +354 New
FHA
164
First Horizon Advisors
Tennessee
$7K – – –
GWM
165
Geneos Wealth Management
Colorado
$7K +$2.19K +121 +46%
MAM
166
Meeder Asset Management
Ohio
$6K -$1.52K -71 -20%
NFSG
167
Newbridge Financial Services Group
Florida
$6K – – –
Fidelity Investments
168
Fidelity Investments
Massachusetts
$6K +$3.51K +147 +141%
FFG
169
Fortem Financial Group
California
$6K +$6K +252 New
Loomis, Sayles & Company
170
Loomis, Sayles & Company
Massachusetts
$5K +$284 +13 +6%
VCM
171
Versant Capital Management
Arizona
$4K -$12K -578 -75%
APA
172
American Portfolios Advisors
New York
$3.41K – – –
WTC
173
WhitTier Trust Company
Nevada
$3K – – –
CAAS
174
Capital Asset Advisory Services
Michigan
$3K +$3K +112 New
CBT
175
CoreFirst Bank & Trust
Kansas
$3K +$3K +135 New
5 6
7
8 9