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Origin Bancorp

113 hedge funds and large institutions have $492M invested in Origin Bancorp in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

2.19% more ownership

Funds ownership: 52.41%54.6% (+2.2%)

5% less capital invested

Capital invested by funds: $518M → $492M (-$25.9M)

2% less funds holding

Funds holding: 115113 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
45
Reduced
38
Closed
14
Calls
$1.33M
Puts
Net Calls
+$1.33M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$2.42M +$739K +24,681 +43%
Morgan Stanley
27
Morgan Stanley
New York
$2.38M +$252K +8,414 +12%
JP Morgan Chase
28
JP Morgan Chase
New York
$2.18M -$782K -26,147 -26%
PP
29
Prospector Partners
Connecticut
$2.13M -$598K -20,000 -22%
AC
30
AWM Capital
Arizona
$1.94M
Swiss National Bank
31
Swiss National Bank
Switzerland
$1.87M +$23.9K +800 +1%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.81M +$1.39M +46,353 +302%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$1.8M -$186K -6,216 -9%
Barclays
34
Barclays
United Kingdom
$1.6M +$121K +4,049 +8%
EST
35
EA Series Trust
Pennsylvania
$1.51M +$1.54M +51,369 New
EF
36
Empowered Funds
Pennsylvania
$1.51M +$1.54M +51,369 New
RHCA
37
Rosenthal Henry Capital Advisors
Indiana
$1.32M -$120K -4,000 -8%
Wells Fargo
38
Wells Fargo
California
$1.31M +$140K +4,687 +12%
Renaissance Technologies
39
Renaissance Technologies
New York
$1.27M -$35.9K -1,200 -3%
PI
40
Putnam Investments
Massachusetts
$1.21M -$569K -19,005 -32%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.19M +$154K +5,151 +15%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$1.16M
Bank of America
43
Bank of America
North Carolina
$1.12M +$114K +3,816 +11%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.02M +$26.6K +889 +3%
EC
45
EJF Capital
Virginia
$943K -$216K -7,231 -18%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$942K -$1.26M -42,222 -57%
Victory Capital Management
47
Victory Capital Management
Texas
$897K -$186K -6,232 -17%
TYCC
48
Texas Yale Capital Corp
Florida
$879K
LPL Financial
49
LPL Financial
California
$861K +$879K +29,390 New
CS
50
Credit Suisse
Switzerland
$854K -$238K -7,949 -21%

OBK Hedge Fund Activity: Q2 2023 in Review

113 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Origin Bancorp (OBK) for Q2 2023, worth a combined $492M — down 5% from $518M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OBK and 12 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 45 added.

The largest buyer was BlackRock, adding an estimated $5.11M. The largest seller was AQR Capital Management, exiting entirely with an estimated $1.59M sold.

  • 113 institutional investors held Origin Bancorp (OBK) as of Q2 2023, down from 115 in Q1 2023.
  • Funds reported $492M of Origin Bancorp stock for Q2 2023, down 5% quarter-over-quarter.
  • 12 funds opened new Origin Bancorp positions in Q2 2023 and 14 closed out, a net change of -2 holders.
  • The largest Origin Bancorp buyer in Q2 2023 was BlackRock, an estimated $5.11M added.
  • The largest Origin Bancorp seller in Q2 2023 was AQR Capital Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2023.