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ORIX
IX

112 hedge funds and large institutions have $341M invested in ORIX in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

14% more funds holding

Funds holding: 98 → 112 (+14)

10% more capital invested

Capital invested by funds: $311M → $341M (+$30.1M)

0.12% more ownership

Funds ownership: 1.68% → 1.8% (+0.12%)

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
45
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$7.02M
2
Jane Street
Jane Street
New York
+$3.57M
3
SI
Scout Investments
Missouri
+$3.43M
4
WI
WHV Investments
California
+$3.17M
5
TAM
Todd Asset Management
Kentucky
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.21M
2
UBS AM
UBS AM
Illinois
-$6.86M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$1.53M
4
HJGA
Hardman Johnston Global Advisors
Connecticut
-$1.48M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$588K
Name Holding Trade Value Shares
Change 		Change in
Stake
KT
101
Kanaly Trust
Texas
$8K +$272 +20 +4%
FHA
102
First Horizon Advisors
Tennessee
$7K – – –
LIA
103
LS Investment Advisors
Michigan
$7K – – –
BlackRock
104
BlackRock
New York
$7K +$6.81K +500 New
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$6K +$1.36K +100 +31%
WC
106
Whitnell & Co
Illinois
$5K +$1.91K +140 +57%
WA
107
Winfield Associates
Ohio
$5K +$4.76K +350 New
FIB
108
First Interstate Bank
Montana
$4K – – –
DADC
109
D.A. Davidson & Co
Montana
$4K +$3.27K +240 +150%
RFA
110
Reilly Financial Advisors
California
$3K – – –
UFA
111
US Financial Advisors
Massachusetts
$3K – – –
Creative Planning
112
Creative Planning
Kansas
$2K – – –
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.13K -80,500 Closed
VKH
114
Virtu KCG Holdings
New York
– -$367K -26,100 Closed
RJT
115
Raymond James Trust
Florida
– -$267K -19,040 Closed
Millennium Management
116
Millennium Management
New York
– -$234K -16,625 Closed
IA
117
IFP Advisors
Florida
– -$23K -1,650 Closed
TRCT
118
Tower Research Capital (TRC)
New York
– -$13K -910 Closed
MFBTD
119
MB Financial Bank - Trust Department
Illinois
– -$4K -260 Closed
AIA
120
Allegis Investment Advisors
Idaho
– -$3K -225 Closed
PMFA
121
Plante Moran Financial Advisors
Michigan
– -$2K -150 Closed
1 2 3 4
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IX Hedge Fund Activity: Q1 2016 in Review

112 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2016, worth a combined $341M — up 9.7% from $311M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IX positions and 9 closed out — a net gain of 14 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.02M. The largest seller was Morgan Stanley, cutting an estimated $9.21M.

  • 112 institutional investors held ORIX (IX) as of Q1 2016, up from 98 in Q4 2015.
  • Funds reported $341M of ORIX stock for Q1 2016, up 9.7% quarter-over-quarter.
  • 23 funds opened new ORIX positions in Q1 2016 and 9 closed out, a net change of +14 holders.
  • The largest ORIX buyer in Q1 2016 was Wells Fargo, an estimated $7.02M added.
  • The largest ORIX seller in Q1 2016 was Morgan Stanley, an estimated $9.21M sold.

Based on aggregated 13F filings for Q1 2016.