OPI

Office Properties Income Trust
OPI

Overview Fund Activity

206 hedge funds and large institutions have $506M invested in Office Properties Income Trust in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+22
Holders Change %
+11.96%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
80
Reduced
47
Closed
20
Calls
$527K
Puts
$3.96M
Net Calls
-$3.44M
Net Calls Change
-$2.78M

Top Buyers

1
BlackRock
1
BlackRock
New York
$124M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$10.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.51M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$5.99M
5
State Street
5
State Street
Massachusetts
$43.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.92M
2
Invesco
2
Invesco
Georgia
$20.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
GAMC
4
Garner Asset Management Corp
Texas
$979K
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
176
SRH Advisors
Kansas
$3K – – –
ADL
177
Asset Dedication LLC
California
$3K +$3K +261 New
RTL
178
Red Tortoise LLC
Georgia
$2.28K +$2.28K +171 New
LF
179
Lee Financial
Texas
$2.03K +$2.03K +152 New
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$2K – – –
BWM
181
Baystate Wealth Management
Massachusetts
$2K +$1.06K +67 +112%
BCMLT
182
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.82K – – –
FFA
183
Farther Finance Advisors
California
$1.52K +$1.52K +114 New
GI
184
Gradient Investments
Minnesota
$1.24K – – –
WAM
185
Worth Asset Management
Texas
$1K – – –
TFGT
186
TS Financial Group (TSFG)
Illinois
$1K -$8.32K -366 -89%
WAS
187
Winch Advisory Services
Wisconsin
$1K +$36 +4 +4%
CAM
188
ClariVest Asset Management
California
$1K +$443 +35 +80%
SWM
189
Spire Wealth Management
Virginia
$1K +$1K +52 New
AF
190
Advisornet Financial
Minnesota
$641 -$935 -70 -59%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$614 +$614 +46 New
GRP
192
Global Retirement Partners
California
$494 – – –
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$427 – – –
WTC
194
WhitTier Trust Company
Nevada
$413 – – –
CTC
195
Central Trust Company
Missouri
$347 +$347 +26 New
BWAM
196
Boyd Watterson Asset Management
Ohio
$334 +$334 +25 New
MFT
197
Moisand Fitzgerald Tamayo
Florida
$314 -$1.2K -88 -79%
ACM
198
AUA Capital Management
Pennsylvania
$240 – – –
USCWA
199
U.S. Capital Wealth Advisors
Texas
$227 +$227 +17 New
S
200
SignatureFD
Georgia
$200 -$2.75K -206 -93%
5 6 7
8
9