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ORIX
IX

141 hedge funds and large institutions have $396M invested in ORIX in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

13% more funds holding

Funds holding: 125 → 141 (+16)

5% more capital invested

Capital invested by funds: $377M → $396M (+$18.8M)

0% more ownership

Funds ownership: 1.76% → 1.76% (+0%)

Holders
141
Holders Change
+16
Holders Change %
+12.8%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.41M
2
PPA
Parametric Portfolio Associates
Washington
+$3.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M
4
ClearBridge Investments
ClearBridge Investments
New York
+$2.27M
5
AG
Aperio Group
California
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.82M
2
Bank of America
Bank of America
North Carolina
-$3.86M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$2.67M
4
Millennium Management
Millennium Management
New York
-$1.82M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTIS
126
BB&T Investment Services
North Carolina
$6K – – –
WTB
127
Washington Trust Bank
Washington
$6K – – –
SWP
128
Stratos Wealth Partners
Ohio
$6K +$6.1K +360 New
VFA
129
Valeo Financial Advisors
Indiana
$5K -$847 -50 -16%
RFA
130
Reilly Financial Advisors
California
$4K – – –
RPC
131
Rossmore Private Capital
Connecticut
$3.81K +$3.81K +225 New
GFP
132
Gryphon Financial Partners
Ohio
$3K +$3.22K +190 New
WT
133
Whittier Trust
California
$3K +$3.39K +200 New
CFD
134
Creative Financial Designs
Indiana
$2K – – –
TL
135
TrueWealth LLC
Georgia
$2K +$1.52K +90 New
SPI
136
Santori & Peters Inc
Pennsylvania
$2K +$2.29K +135 New
LWA
137
Lenox Wealth Advisors
New York
$2K +$2.46K +145 New
FGC
138
Financial Gravity Companies
Texas
$1K +$593 +35 New
FHA
139
First Horizon Advisors
Tennessee
$1K +$1.27K +75 New
WC
140
Whitnell & Co
Illinois
$1K +$1.35K +80 New
PCG
141
Private Capital Group
Connecticut
$97 +$96.4K +5,695 New
CCMG
142
Clark Capital Management Group
Pennsylvania
– -$2.67M -164,955 Closed
Millennium Management
143
Millennium Management
New York
– -$1.82M -112,595 Closed
SG Americas Securities
144
SG Americas Securities
New York
– -$1.38M -85,360 Closed
OAM
145
Oxford Asset Management
United Kingdom
– -$330K -20,380 Closed
CS
146
Credit Suisse
Switzerland
– -$281K -17,375 Closed
Russell Investments Group
147
Russell Investments Group
United Kingdom
– -$251K -15,500 Closed
Jane Street
148
Jane Street
New York
– -$238K -14,690 Closed
RJFSA
149
Raymond James Financial Services Advisors
Florida
– -$231K -14,295 Closed
CI
150
Conning Inc
Connecticut
– -$226K -13,955 Closed
3 4 5
6
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IX Hedge Fund Activity: Q4 2017 in Review

141 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2017, worth a combined $396M — up 5% from $377M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IX positions and 12 closed out — a net gain of 17 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was Arrowstreet Capital, cutting an estimated $7.82M.

  • 141 institutional investors held ORIX (IX) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $396M of ORIX stock for Q4 2017, up 5% quarter-over-quarter.
  • 29 funds opened new ORIX positions in Q4 2017 and 12 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2017 was Morgan Stanley, an estimated $3.41M added.
  • The largest ORIX seller in Q4 2017 was Arrowstreet Capital, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2017.