We are live on ! Find out more
OBK icon

Origin Bancorp
OBK

144 hedge funds and large institutions have $605M invested in Origin Bancorp in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

250% more call options, than puts

Call options by funds: $14K | Put options by funds: $4K

24% more capital invested

Capital invested by funds: $487M → $605M (+$118M)

22% more funds holding

Funds holding: 118 → 144 (+26)

0.42% more ownership

Funds ownership: 54.64% → 55.06% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 50

Holders
144
Holders Change
+26
Holders Change %
+22.03%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
42
Reduced
50
Closed
6
Calls
$14K
Puts
$4K
Net Calls
+$10K
Net Calls Change
+$1.88M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$6.15M
2
BlackRock
BlackRock
New York
+$4.78M
3
Morgan Stanley
Morgan Stanley
New York
+$3.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.42M
5
RHCA
Rosenthal Henry Capital Advisors
Indiana
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$11.1M
2
AA
Argent Advisors
Louisiana
-$6.97M
3
Bessemer Group
Bessemer Group
New Jersey
-$5.88M
4
First Trust Advisors
First Trust Advisors
Illinois
-$2.24M
5
SEI Investments
SEI Investments
Pennsylvania
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$2.61M -$207K -6,526 -8%
Barclays
27
Barclays
United Kingdom
$2.58M +$981K +30,940 +74%
SEI Investments
28
SEI Investments
Pennsylvania
$2.54M -$1.46M -45,886 -39%
EF
29
Empowered Funds
Pennsylvania
$2.48M +$440K +13,886 +25%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.47M -$262K -8,275 -11%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$2.45M – – –
AC
32
AWM Capital
Arizona
$2.35M – – –
TD Asset Management
33
TD Asset Management
Ontario, Canada
$2.18M – – –
Swiss National Bank
34
Swiss National Bank
Switzerland
$2.06M -$206K -6,500 -10%
RHCA
35
Rosenthal Henry Capital Advisors
Indiana
$2.03M +$1.81M +56,981 +40,701%
Bank of America
36
Bank of America
North Carolina
$1.97M +$485K +15,286 +38%
PI
37
Putnam Investments
Massachusetts
$1.93M +$152K +4,802 +10%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.58M +$44.9K +1,417 +3%
Fisher Asset Management
39
Fisher Asset Management
Washington
$1.55M -$252K -7,952 -15%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$1.5M +$18.7K +589 +1%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.43M -$1.35M -42,415 -51%
Wells Fargo
42
Wells Fargo
California
$1.41M -$32.9K -1,036 -3%
CW
43
Connectus Wealth
Ohio
$1.34M -$31.7K -1,000 -3%
Invesco
44
Invesco
Georgia
$1.29M +$263K +8,289 +30%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$1.25M -$120K -3,789 -10%
UBS Group
46
UBS Group
Switzerland
$1.25M +$441K +13,908 +66%
Jane Street
47
Jane Street
New York
$1.14M +$1.01M +32,001 New
Victory Capital Management
48
Victory Capital Management
Texas
$1.13M -$57.1K -1,800 -5%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.1M -$43.5K -1,372 -4%
TYCC
50
Texas Yale Capital Corp
Florida
$1.07M – – –
1
2
3 4 5

OBK Hedge Fund Activity: Q4 2023 in Review

144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Origin Bancorp (OBK) for Q4 2023, worth a combined $605M — up 24% from $487M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new OBK positions and 6 closed out — a net gain of 26 holders — while 42 added to existing stakes and 50 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $6.15M. The largest seller was American Century Companies, cutting an estimated $11.1M.

  • 144 institutional investors held Origin Bancorp (OBK) as of Q4 2023, up from 118 in Q3 2023.
  • Funds reported $605M of Origin Bancorp stock for Q4 2023, up 24% quarter-over-quarter.
  • 32 funds opened new Origin Bancorp positions in Q4 2023 and 6 closed out, a net change of +26 holders.
  • The largest Origin Bancorp buyer in Q4 2023 was T. Rowe Price Investment Management, an estimated $6.15M added.
  • The largest Origin Bancorp seller in Q4 2023 was American Century Companies, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.