ORIX
113 hedge funds and large institutions have $291M invested in ORIX in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 14 closing their positions.
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
1% more funds holding
Funds holding: 112 → 113 (+1)
0.06% less ownership
Funds ownership: 1.8% → 1.75% (-0.06%)
7% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 41
15% less capital invested
Capital invested by funds: $341M → $291M (-$49.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$4.86M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$3.64M |
| 3 |
Jane Street
New York
|
+$3.5M |
| 4 |
AB
AT Bancorp
Dubuque,
Iowa
|
+$3.4M |
| 5 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
|
+$3.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.95M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$3.07M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.91M |
| 5 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
-$1.76M |
IX Hedge Fund Activity: Q2 2016 in Review
113 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2016, worth a combined $291M — down 15% from $341M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IX positions and 14 closed out — a net gain of 2 holders — while 38 added to existing stakes and 41 trimmed.
The largest buyer was Capstone Asset Management, adding an estimated $4.86M. The largest seller was Morgan Stanley, cutting an estimated $19.7M.
- 113 institutional investors held ORIX (IX) as of Q2 2016, up from 112 in Q1 2016.
- Funds reported $291M of ORIX stock for Q2 2016, down 15% quarter-over-quarter.
- 16 funds opened new ORIX positions in Q2 2016 and 14 closed out, a net change of +2 holders.
- The largest ORIX buyer in Q2 2016 was Capstone Asset Management, an estimated $4.86M added.
- The largest ORIX seller in Q2 2016 was Morgan Stanley, an estimated $19.7M sold.
Based on aggregated 13F filings for Q2 2016.