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Origin Bancorp

78 hedge funds and large institutions have $260M invested in Origin Bancorp in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 15

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $238M → $260M (+$21.8M)

5% more funds holding

Funds holding: 7478 (+4)

0.32% more ownership

Funds ownership: 49.97%50.29% (+0.32%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
40
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$280K +$113K +5,515 +76%
Barclays
52
Barclays
United Kingdom
$265K +$118K +5,729 +90%
SG Americas Securities
53
SG Americas Securities
New York
$263K +$106K +5,153 +76%
PP
54
PDT Partners
New York
$250K +$233K +11,376 New
UBS AM
55
UBS AM
Illinois
$248K +$231K +11,285 New
PPA
56
Parametric Portfolio Associates
Washington
$248K +$232K +11,288 New
RA
57
RFG Advisory
Alabama
$206K +$192K +9,346 New
First Trust Advisors
58
First Trust Advisors
Illinois
$203K -$44.2K -2,154 -19%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$201K +$187K +9,136 New
UBS Group
60
UBS Group
Switzerland
$172K -$87.3K -4,256 -35%
Morgan Stanley
61
Morgan Stanley
New York
$155K +$109K +5,316 +299%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$149K
Citigroup
63
Citigroup
New York
$147K +$18K +878 +15%
GWM
64
Geneos Wealth Management
Colorado
$92K +$410 +20 +0.4%
TRCT
65
Tower Research Capital (TRC)
New York
$90K +$55.6K +2,711 +200%
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$84K +$51.3K +2,500 +192%
Legal & General Group
67
Legal & General Group
United Kingdom
$69K +$8.53K +416 +15%
AIP
68
Ameritas Investment Partners
Nebraska
$37K
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
$36K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$34K +$37.8K +1,841 New
Canada Life
71
Canada Life
Manitoba, Canada
$25K -$103 -5 -0.4%
Zurich Cantonal Bank
72
Zurich Cantonal Bank
Switzerland
$24K
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$20.8K -$102K -4,969 -84%
S
74
SignatureFD
Georgia
$10K +$9.54K +465 New
GT
75
Glenmede Trust
Pennsylvania
$3K +$2.99K +146 New

OBK Hedge Fund Activity: Q2 2020 in Review

78 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Origin Bancorp (OBK) for Q2 2020, worth a combined $260M — up 9.2% from $238M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OBK positions and 9 closed out — a net gain of 4 holders — while 40 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $3.62M. The largest seller was Russell Investments Group, cutting an estimated $7.03M.

  • 78 institutional investors held Origin Bancorp (OBK) as of Q2 2020, up from 74 in Q1 2020.
  • Funds reported $260M of Origin Bancorp stock for Q2 2020, up 9.2% quarter-over-quarter.
  • 13 funds opened new Origin Bancorp positions in Q2 2020 and 9 closed out, a net change of +4 holders.
  • The largest Origin Bancorp buyer in Q2 2020 was BlackRock, an estimated $3.62M added.
  • The largest Origin Bancorp seller in Q2 2020 was Russell Investments Group, an estimated $7.03M sold.

Based on aggregated 13F filings for Q2 2020.