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Origin Bancorp
OBK

118 hedge funds and large institutions have $487M invested in Origin Bancorp in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

4% more funds holding

Funds holding: 113 → 118 (+5)

0.04% more ownership

Funds ownership: 54.6% → 54.64% (+0.04%)

1% less capital invested

Capital invested by funds: $492M → $487M (-$5.43M)

99% less call options, than puts

Call options by funds: $23K | Put options by funds: $1.89M

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
58
Reduced
30
Closed
7
Calls
$23K
Puts
$1.89M
Net Calls
-$1.87M
Net Calls Change
-$3.2M

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.22M
2
AA
Argent Advisors
Louisiana
+$2.38M
3
ECA
Endeavour Capital Advisors
Connecticut
+$2.23M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.61M
5
RA
Royce & Associates
New York
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$8.88M
2
N
Nuveen
North Carolina
-$1.42M
3
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$1.37M
4
American Century Companies
American Century Companies
Missouri
-$1.2M
5
LPL Financial
LPL Financial
California
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$2.31M -$1.42M -46,523 -37%
Morgan Stanley
27
Morgan Stanley
New York
$2.25M -$99.8K -3,265 -4%
JP Morgan Chase
28
JP Morgan Chase
New York
$2.24M +$105K +3,436 +5%
First Trust Advisors
29
First Trust Advisors
Illinois
$2.24M +$484K +15,855 +26%
ECA
30
Endeavour Capital Advisors
Connecticut
$2.1M +$2.23M +72,884 New
PP
31
Prospector Partners
Connecticut
$2.09M – – –
Russell Investments Group
32
Russell Investments Group
United Kingdom
$1.99M +$1.61M +52,686 +323%
AC
33
AWM Capital
Arizona
$1.91M – – –
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.86M +$18.3K +600 +0.9%
TD Asset Management
35
TD Asset Management
Ontario, Canada
$1.77M – – –
EF
36
Empowered Funds
Pennsylvania
$1.62M +$140K +4,582 +9%
Fisher Asset Management
37
Fisher Asset Management
Washington
$1.49M +$721K +23,583 +84%
PI
38
Putnam Investments
Massachusetts
$1.43M +$248K +8,102 +20%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.26M +$348K +11,384 +35%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.24M +$495K +16,189 +61%
Barclays
41
Barclays
United Kingdom
$1.2M -$399K -13,073 -24%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.2M +$27K +885 +2%
Wells Fargo
43
Wells Fargo
California
$1.17M -$131K -4,276 -10%
Bank of America
44
Bank of America
North Carolina
$1.16M +$57.9K +1,895 +5%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$1.13M -$19.4K -634 -2%
CW
46
Connectus Wealth
Ohio
$1.11M +$1.18M +38,566 New
Renaissance Technologies
47
Renaissance Technologies
New York
$990K -$272K -8,900 -21%
Victory Capital Management
48
Victory Capital Management
Texas
$973K +$94.2K +3,082 +10%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$933K -$77.6K -2,539 -7%
TYCC
50
Texas Yale Capital Corp
Florida
$866K – – –
1
2
3 4 5

OBK Hedge Fund Activity: Q3 2023 in Review

118 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Origin Bancorp (OBK) for Q3 2023, worth a combined $487M — down 1.1% from $492M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OBK positions and 7 closed out — a net gain of 6 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.22M. The largest seller was BlackRock, cutting an estimated $8.88M.

  • 118 institutional investors held Origin Bancorp (OBK) as of Q3 2023, up from 113 in Q2 2023.
  • Funds reported $487M of Origin Bancorp stock for Q3 2023, down 1.1% quarter-over-quarter.
  • 13 funds opened new Origin Bancorp positions in Q3 2023 and 7 closed out, a net change of +6 holders.
  • The largest Origin Bancorp buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $3.22M added.
  • The largest Origin Bancorp seller in Q3 2023 was BlackRock, an estimated $8.88M sold.

Based on aggregated 13F filings for Q3 2023.