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ORIX
IX

141 hedge funds and large institutions have $396M invested in ORIX in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

13% more funds holding

Funds holding: 125 → 141 (+16)

5% more capital invested

Capital invested by funds: $377M → $396M (+$18.8M)

0% more ownership

Funds ownership: 1.76% → 1.76% (+0%)

Holders
141
Holders Change
+16
Holders Change %
+12.8%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.41M
2
PPA
Parametric Portfolio Associates
Washington
+$3.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M
4
ClearBridge Investments
ClearBridge Investments
New York
+$2.27M
5
AG
Aperio Group
California
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.82M
2
Bank of America
Bank of America
North Carolina
-$3.86M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$2.67M
4
Millennium Management
Millennium Management
New York
-$1.82M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Suntrust Banks
Georgia
$2.8M -$339K -20,005 -11%
CGH
27
Crossmark Global Holdings
Texas
$2.55M -$158K -9,320 -6%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$2.29M – – –
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$2.11M +$18.1K +1,070 +0.9%
Citigroup
30
Citigroup
New York
$1.92M +$117K +6,930 +7%
Stifel Financial
31
Stifel Financial
Missouri
$1.74M +$774K +45,680 +80%
GC
32
Gratry & Company
Ohio
$1.72M -$204K -12,050 -11%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.69M +$157K +9,285 +10%
NGA
34
Naples Global Advisors
Florida
$1.51M +$522K +30,825 +53%
Comerica Bank
35
Comerica Bank
Texas
$1.49M -$70.3K -4,150 -5%
STA
36
Summit Trail Advisors
New York
$1.4M +$1.23M +72,440 New
SF
37
Synovus Financial
Georgia
$1.34M +$2.2K +130 +0.2%
FA
38
FDx Advisors
Illinois
$1.28M +$41.6K +2,455 +3%
WAM
39
World Asset Management
Michigan
$1.27M -$49.6K -2,930 -4%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$1.15M +$8.97K +530 +0.8%
Invesco
41
Invesco
Georgia
$1.06M -$127K -7,525 -11%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.04M +$16K +945 +2%
GT
43
Greenleaf Trust
Michigan
$1M +$19.8K +1,170 +2%
Two Sigma Investments
44
Two Sigma Investments
New York
$1M +$1M +59,130 New
EVM
45
Eaton Vance Management
Massachusetts
$978K -$82.4K -4,865 -8%
AT
46
Arden Trust
Delaware
$940K -$16.1K -950 -2%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$843K +$18.9K +1,115 +2%
BCM
48
BTC Capital Management
Iowa
$834K +$263K +15,545 +46%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$833K +$56.4K +3,330 +7%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$787K -$1.69M -99,885 -68%
1
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3 4 5

IX Hedge Fund Activity: Q4 2017 in Review

141 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2017, worth a combined $396M — up 5% from $377M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IX positions and 12 closed out — a net gain of 17 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was Arrowstreet Capital, cutting an estimated $7.82M.

  • 141 institutional investors held ORIX (IX) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $396M of ORIX stock for Q4 2017, up 5% quarter-over-quarter.
  • 29 funds opened new ORIX positions in Q4 2017 and 12 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2017 was Morgan Stanley, an estimated $3.41M added.
  • The largest ORIX seller in Q4 2017 was Arrowstreet Capital, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2017.