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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
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$26K +$1.71K +57 +7%
UB
102
UMB Bank
Missouri
$19.5K
TRCT
103
Tower Research Capital (TRC)
New York
$12.7K -$12.6K -421 -49%
S
104
SignatureFD
Georgia
$8.59K -$14.2K -476 -62%
CAL
105
Capital Advisors Ltd
Ohio
$7K +$6.7K +224 New
PA
106
Parallel Advisors
California
$5.3K -$10.4K -348 -66%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.55K +152 New
NA
108
NewEdge Advisors
Louisiana
$3.84K +$30 +1 +0.8%
PTC
109
Private Trust Company
Ohio
$3.43K +$598 +20 +21%
LC
110
Lindbrook Capital
California
$2.34K -$5.06K -169 -68%
GA
111
GoalVest Advisory
New York
$2.34K +$2.39K +80 New
IA
112
IFP Advisors
Florida
$1.11K
AQR Capital Management
113
AQR Capital Management
Connecticut
-$1.59M -49,487 Closed
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
-$950K -29,556 Closed
SGI
115
Summit Global Investments
Utah
-$492K -15,300 Closed
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
-$292K -9,075 Closed
SG Americas Securities
117
SG Americas Securities
New York
-$282K -8,773 Closed
Prudential Financial
118
Prudential Financial
New Jersey
-$216K -6,708 Closed
KAS
119
Kestra Advisory Services
Texas
-$213K -6,637 Closed
CSIA
120
Carl Stuart Investment Advisor
Texas
-$367K -6,326 Closed
Millennium Management
121
Millennium Management
New York
-$203K -6,300 Closed
Allspring Global Investments
122
Allspring Global Investments
North Carolina
-$6.56K -204 Closed
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
-$2.38K -74 Closed
BAAM
124
Baker Avenue Asset Management
California
-$1.19K -37 Closed
CFGS
125
Concourse Financial Group Securities
Alabama
-$239 -8 Closed

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.