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Origin Bancorp

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: 118144 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$30.5K
PA
127
Parallel Advisors
California
$16.4K +$5.77K +182 +65%
EC
128
EntryPoint Capital
New York
$14.8K +$13.2K +415 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$14K
S
130
SignatureFD
Georgia
$11.8K +$3.96K +125 +61%
LC
131
Lindbrook Capital
California
$11K +$8.02K +253 +444%
ACM
132
Aquatic Capital Management
Illinois
$11K +$9.52K +300 New
Mitsubishi UFJ Asset Management
133
Mitsubishi UFJ Asset Management
Japan
$9.98K
A
134
AJOVista
Massachusetts
$9.57K +$8.53K +269 New
UB
135
UMB Bank
Missouri
$8.39K -$15K -474 -67%
CAL
136
Capital Advisors Ltd
Ohio
$8K
NA
137
NewEdge Advisors
Louisiana
$4.71K
PTC
138
Private Trust Company
Ohio
$4.16K
Bessemer Group
139
Bessemer Group
New Jersey
$3K -$5.88M -185,316 -100%
IA
140
IFP Advisors
Florida
$2.7K +$1.21K +38 +100%
PS
141
Principal Securities
Iowa
$2.1K +$1.87K +59 New
Simplex Trading
142
Simplex Trading
Illinois
$2K -$136K -4,288 -98%
CFGS
143
Concourse Financial Group Securities
Alabama
$1.1K +$539 +17 +121%
First Trust Advisors
144
First Trust Advisors
Illinois
-$2.24M -77,582 Closed
GCP
145
GSA Capital Partners
United Kingdom
-$731K -25,321 Closed
Two Sigma Advisers
146
Two Sigma Advisers
New York
-$546K -18,900 Closed
LFAS
147
Level Four Advisory Services
Texas
-$419K -14,502 Closed
Two Sigma Investments
148
Two Sigma Investments
New York
-$245K -8,500 Closed
GA
149
GoalVest Advisory
New York
-$2.66K -92 Closed
C
150
Covestor
United Kingdom
-$32 -1 -50%

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.