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ORIX
IX

93 hedge funds and large institutions have $311M invested in ORIX in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

16% more capital invested

Capital invested by funds: $267M → $311M (+$43.9M)

2% more funds holding

Funds holding: 91 → 93 (+2)

0.01% less ownership

Funds ownership: 1.28% → 1.27% (-0.01%)

32% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 37

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
25
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$8.62M
2
GC
Gratry & Company
Ohio
+$8.12M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$5.05M
4
SB
Suntrust Banks
Georgia
+$2.83M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.26M

Top Sellers

1
IG
ING Group
Netherlands
-$5.97M
2
AG
Aperio Group
California
-$5.53M
3
EGA
Eagle Global Advisors
Texas
-$3.68M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$2.13M
5
PPA
Parametric Portfolio Associates
Washington
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
IB
51
Intrust Bank
Kansas
$582K -$4.88K -285 -0.9%
BCAM
52
Boston Common Asset Management
Massachusetts
$538K -$62.5K -3,650 -11%
WTNA
53
Wilmington Trust National Association
Delaware
$528K +$507K +29,625 New
Citigroup
54
Citigroup
New York
$514K -$35.6K -2,080 -7%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$475K -$132K -7,715 -22%
CBU
56
CIBC Bank USA
Illinois
$467K +$22.7K +1,325 +5%
Geode Capital Management
57
Geode Capital Management
Massachusetts
$455K +$437K +25,530 New
JMPWA
58
JP Morgan Private Wealth Advisors
California
$405K +$390K +22,750 New
TD Asset Management
59
TD Asset Management
Ontario, Canada
$391K -$2.13M -124,550 -85%
HCM
60
Herndon Capital Management
Georgia
$322K -$136K -7,940 -31%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$316K +$78K +4,555 +35%
G
62
GlobalBridge
Minnesota
$315K +$303K +17,685 New
PVWM
63
Point View Wealth Management
New Jersey
$289K +$278K +16,230 New
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$273K +$262K +15,300 New
SM
65
Stratton Management
Pennsylvania
$267K – – –
1GA
66
1st Global Advisors
Texas
$240K -$20.7K -1,210 -8%
Two Sigma Investments
67
Two Sigma Investments
New York
$221K +$212K +12,405 New
DC
68
Deere & Company
Illinois
$206K -$158K -9,220 -44%
Ameriprise
69
Ameriprise
Minnesota
$204K +$9.5K +555 +5%
ECM
70
ETrade Capital Management
Virginia
$190K +$183K +10,665 New
RFC
71
Russell Frank Company
Washington
$159K – – –
DWA
72
Dorsey Wright & Associates
California
$155K +$170K +9,900 New
BFA
73
BlackRock Fund Advisors
California
$74K – – –
CTC
74
Central Trust Company
Missouri
$64K – – –
Invesco
75
Invesco
Georgia
$51K +$1.11K +65 +2%
1 2
3
4 5

IX Hedge Fund Activity: Q4 2013 in Review

93 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2013, worth a combined $311M — up 16% from $267M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IX positions and 11 closed out — a net gain of 3 holders — while 25 added to existing stakes and 37 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $8.62M. The largest seller was ING Group, exiting entirely with an estimated $5.97M sold.

  • 93 institutional investors held ORIX (IX) as of Q4 2013, up from 91 in Q3 2013.
  • Funds reported $311M of ORIX stock for Q4 2013, up 16% quarter-over-quarter.
  • 14 funds opened new ORIX positions in Q4 2013 and 11 closed out, a net change of +3 holders.
  • The largest ORIX buyer in Q4 2013 was abrdn Investment Management, an estimated $8.62M added.
  • The largest ORIX seller in Q4 2013 was ING Group, an estimated $5.97M sold.

Based on aggregated 13F filings for Q4 2013.