Origin Bancorp
108 hedge funds and large institutions have $552M invested in Origin Bancorp in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7% more funds holding
Funds holding: 101 → 108 (+7)
2.48% more ownership
Funds ownership: 52.91% → 55.39% (+2.5%)
5% more capital invested
Capital invested by funds: $526M → $552M (+$25.4M)
0% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$11M |
| 2 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$6.68M |
| 3 |
Goldman Sachs
New York
|
+$6.35M |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.97M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$6.3M |
| 2 |
BlackRock
New York
|
-$2.32M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.21M |
| 4 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$2.07M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCG
101
Quadrant Capital Group
Cincinnati,
Ohio
| $6K | +$2.73K | +63 | +83% |
|
102
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $5K | – | – | – |
|
103
US Bancorp
Minneapolis,
Minnesota
| $2K | +$651 | +15 | +48% |
|
|
TWA
104
TCI Wealth Advisors
Tucson,
Arizona
| $2K | +$2.34K | +54 | New |
|
|
PA
105
Parallel Advisors
San Francisco,
California
| $1K | – | – | – |
|
|
AIG
106
American International Group
New York
| $527 | -$17.9K | -413 | -3% |
|
107
Nisa Investment Advisors
St. Louis,
Missouri
| $96 | -$165K | -3,800 | -63% |
|
|
108
Wellington Management Group
Boston,
Massachusetts
| – | -$2.21M | -52,027 | Closed |
|
|
SB
109
Simmons Bank
Pine Bluff,
Arkansas
| – | -$1.75M | -41,222 | Closed |
|
110
Squarepoint
New York
| – | -$237K | -5,586 | Closed |
|
111
SG Americas Securities
New York
| – | -$176K | -4,150 | Closed |
|
112
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$31K | -714 | Closed |
|
113
Osaic Holdings
Scottsdale,
Arizona
| – | -$2K | -35 | Closed |
|
OBK Hedge Fund Activity: Q2 2021 in Review
108 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Origin Bancorp (OBK) for Q2 2021, worth a combined $552M — up 4.8% from $526M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OBK positions and 6 closed out — a net gain of 7 holders — while 38 added to existing stakes and 38 trimmed.
The largest buyer was Royce & Associates, adding an estimated $11M. The largest seller was American Century Companies, cutting an estimated $6.3M.
- 108 institutional investors held Origin Bancorp (OBK) as of Q2 2021, up from 101 in Q1 2021.
- Funds reported $552M of Origin Bancorp stock for Q2 2021, up 4.8% quarter-over-quarter.
- 13 funds opened new Origin Bancorp positions in Q2 2021 and 6 closed out, a net change of +7 holders.
- The largest Origin Bancorp buyer in Q2 2021 was Royce & Associates, an estimated $11M added.
- The largest Origin Bancorp seller in Q2 2021 was American Century Companies, an estimated $6.3M sold.
Based on aggregated 13F filings for Q2 2021.