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ORIX
IX

96 hedge funds and large institutions have $325M invested in ORIX in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

42% more capital invested

Capital invested by funds: $228M → $325M (+$96.9M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more funds holding

Funds holding: 94 → 96 (+2)

0.42% more ownership

Funds ownership: 1.24% → 1.66% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
46
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$67.8M
2
MAA
Managed Account Advisors
New Jersey
+$8.08M
3
PPA
Parametric Portfolio Associates
Washington
+$4.04M
4
EGA
Eagle Global Advisors
Texas
+$3.84M
5
EA
Euclid Advisors
Connecticut
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.22M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$2.78M
3
Invesco
Invesco
Georgia
-$1.13M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$891K
5
Jane Street
Jane Street
New York
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
B
51
BancorpSouth
Mississippi
$267K -$1.08K -70 -0.4%
VKH
52
Virtu KCG Holdings
New York
$261K -$295K -19,060 -52%
ONB
53
Old National Bancorp
Indiana
$260K +$270K +17,450 New
FAAS
54
First Allied Advisory Services
California
$251K +$256K +16,540 New
FB
55
Fulton Bank
Pennsylvania
$250K -$155 -10 -0.1%
LPL Financial
56
LPL Financial
California
$230K +$239K +15,445 New
SGA
57
Strategic Global Advisors
California
$220K +$228K +14,740 New
FCI
58
Financial Counselors Inc
Kansas
$219K +$227K +14,680 New
State Street
59
State Street
Massachusetts
$216K +$225K +14,500 New
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$214K -$101K -6,500 -31%
Brown Advisory
61
Brown Advisory
Maryland
$213K +$221K +14,300 New
PVWM
62
Point View Wealth Management
New Jersey
$210K +$218K +14,100 New
M&T Bank
63
M&T Bank
New York
$207K +$215K +13,865 New
HNB
64
Huntington National Bank
Ohio
$189K +$929 +60 +0.5%
Barclays
65
Barclays
United Kingdom
$88K -$6.58K -425 -7%
BC
66
Bartlett & Co
Ohio
$75K – – –
CTC
67
Central Trust Company
Missouri
$69K -$12.6K -815 -15%
OA
68
OFI Advisors
Pennsylvania
$67K +$11.4K +735 +20%
DVM
69
Dreman Value Management
Florida
$51K – – –
EFSCE
70
Enterprise Financial Services Corp (EFSC)
Missouri
$30K – – –
AP
71
Advisors Preferred
Maryland
$26K -$12.1K -780 -31%
SEI Investments
72
SEI Investments
Pennsylvania
$22K +$10.2K +660 +81%
TRCT
73
Tower Research Capital (TRC)
New York
$18K +$18.6K +1,200 New
BIM
74
BlackRock Investment Management
Delaware
$17K -$15.3K -990 -46%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$17K +$18K +1,165 New
1 2
3
4 5

IX Hedge Fund Activity: Q2 2015 in Review

96 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2015, worth a combined $325M — up 42% from $228M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IX positions and 12 closed out — a net gain of 3 holders — while 46 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67.8M. The largest seller was JP Morgan Chase, cutting an estimated $5.22M.

  • 96 institutional investors held ORIX (IX) as of Q2 2015, up from 94 in Q1 2015.
  • Funds reported $325M of ORIX stock for Q2 2015, up 42% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q2 2015 and 12 closed out, a net change of +3 holders.
  • The largest ORIX buyer in Q2 2015 was Morgan Stanley, an estimated $67.8M added.
  • The largest ORIX seller in Q2 2015 was JP Morgan Chase, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2015.