ORIX
124 hedge funds and large institutions have $367M invested in ORIX in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 13 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 42
6% more capital invested
Capital invested by funds: $346M → $367M (+$21.3M)
0.02% more ownership
Funds ownership: 1.76% → 1.78% (+0.02%)
4% less funds holding
Funds holding: 129 → 124 (-5)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.22M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
+$3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.89M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.11M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.36M |
| 2 |
Renaissance Technologies
New York
|
-$2.18M |
| 3 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$1.57M |
| 4 |
ACM
Ativo Capital Management
Chicago,
Illinois
|
-$1.46M |
| 5 |
SCM
Shelton Capital Management
Denver,
Colorado
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
126
Ativo Capital Management
Chicago,
Illinois
| – | -$1.46M | -97,915 | Closed |
|
|
SCM
127
Shelton Capital Management
Denver,
Colorado
| – | -$1.43M | -96,210 | Closed |
|
128
D.E. Shaw & Co
New York
| – | -$1.41M | -94,885 | Closed |
|
|
CWA
129
Cypress Wealth Advisors
San Francisco,
California
| – | -$179K | -60,500 | Closed |
|
130
Millennium Management
New York
| – | -$604K | -40,600 | Closed |
|
|
PAG
131
Private Advisor Group
Morristown,
New Jersey
| – | -$421K | -28,340 | Closed |
|
132
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$275K | -18,500 | Closed |
|
|
FIM
133
Freedom Investment Management
Hartford,
Connecticut
| – | -$255K | -17,165 | Closed |
|
|
AI
134
Atria Investments
Charlotte,
North Carolina
| – | -$201K | -13,550 | Closed |
|
|
TDC
135
Thompson Davis & Co
Richmond,
Virginia
| – | -$13K | -885 | Closed |
|
|
BWP
136
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$6K | -370 | Closed |
|
|
FHA
137
First Horizon Advisors
Memphis,
Tennessee
| – | -$1K | -100 | Closed |
|
IX Hedge Fund Activity: Q2 2017 in Review
124 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2017, worth a combined $367M — up 6.2% from $346M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IX and 9 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 49 added.
The largest buyer was Morgan Stanley, adding an estimated $4.22M. The largest seller was Arrowstreet Capital, cutting an estimated $2.36M.
- 124 institutional investors held ORIX (IX) as of Q2 2017, down from 129 in Q1 2017.
- Funds reported $367M of ORIX stock for Q2 2017, up 6.2% quarter-over-quarter.
- 9 funds opened new ORIX positions in Q2 2017 and 13 closed out, a net change of -4 holders.
- The largest ORIX buyer in Q2 2017 was Morgan Stanley, an estimated $4.22M added.
- The largest ORIX seller in Q2 2017 was Arrowstreet Capital, an estimated $2.36M sold.
Based on aggregated 13F filings for Q2 2017.