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Origin Bancorp

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: 113118 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$52.5K +$6.63K +217 +14%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$34K -$2.72K -89 -7%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$24.7K -$917 -30 -3%
TRCT
104
Tower Research Capital (TRC)
New York
$21.6K +$9.62K +315 +73%
UB
105
UMB Bank
Missouri
$20.5K +$1.41K +46 +7%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$12K +$7.64K +250 +164%
Mitsubishi UFJ Asset Management
107
Mitsubishi UFJ Asset Management
Japan
$8.34K +$8.83K +289 New
PA
108
Parallel Advisors
California
$8.08K +$3.02K +99 +55%
CAL
109
Capital Advisors Ltd
Ohio
$6K
S
110
SignatureFD
Georgia
$5.95K -$2.66K -87 -30%
RHCA
111
Rosenthal Henry Capital Advisors
Indiana
$4.04K -$1.37M -44,860 -100%
NA
112
NewEdge Advisors
Louisiana
$3.8K +$31 +1 +0.8%
PTC
113
Private Trust Company
Ohio
$3.38K
GA
114
GoalVest Advisory
New York
$2.66K +$367 +12 +15%
LC
115
Lindbrook Capital
California
$1.65K -$703 -23 -29%
IA
116
IFP Advisors
Florida
$1.1K
CFGS
117
Concourse Financial Group Securities
Alabama
$404 +$428 +14 New
LPL Financial
118
LPL Financial
California
-$861K -29,390 Closed
Skandinaviska Enskilda Banken (SEB)
119
Skandinaviska Enskilda Banken (SEB)
Sweden
-$572K -20,000 Closed
OP
120
ORG Partners
Indiana
-$436K -14,866 Closed
RA
121
RFG Advisory
Alabama
-$428K -14,601 Closed
DFCM
122
Dark Forest Capital Management
Puerto Rico
-$208K -7,108 Closed
TAM
123
Titleist Asset Management
Texas
-$205K -7,000 Closed
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
-$196K -6,703 Closed
C
125
Covestor
United Kingdom
-$92 -3 -60%

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.