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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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

7% more funds holding

Funds holding: 101108 (+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

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
38
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$138M -$884K -20,384 -0.6%
BlackRock
2
BlackRock
New York
$71.7M -$2.32M -53,595 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.1M -$786K -18,129 -2%
American Century Companies
4
American Century Companies
Missouri
$41.8M -$6.3M -145,195 -13%
RA
5
Royce & Associates
New York
$23.7M +$11M +253,472 +83%
State Street
6
State Street
Massachusetts
$18.2M +$1.08M +24,943 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$16M +$189K +4,357 +1%
KCM
8
Kennedy Capital Management
Missouri
$13.4M -$541K -12,462 -4%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$11.3M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$10.9M +$1.27M +29,316 +13%
MCA
11
Mendon Capital Advisors
Florida
$9.78M -$40.6K -935 -0.4%
BFC
12
Banc Funds Company
Illinois
$9.66M -$1.27M -29,219 -11%
Northern Trust
13
Northern Trust
Illinois
$9.61M -$139K -3,195 -1%
Goldman Sachs
14
Goldman Sachs
New York
$7.9M +$6.35M +146,484 +370%
ECA
15
Endeavour Capital Advisors
Connecticut
$6.98M -$2.07M -47,760 -23%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$6.97M -$226K -5,212 -3%
RCAMU
17
Rothschild & Co Asset Management US
Connecticut
$6.54M +$6.68M +154,020 New
Charles Schwab
18
Charles Schwab
California
$6.39M +$112K +2,591 +2%
N
19
Nuveen
North Carolina
$6.17M +$1.7M +39,176 +37%
EC
20
EJF Capital
Virginia
$6.05M +$1.64M +37,736 +36%
PP
21
Prospector Partners
Connecticut
$5.55M
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$5.44M
HIM
23
Hillsdale Investment Management
Ontario, Canada
$5.32M +$3.97M +91,500 +270%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.09M -$404K -9,318 -9%
AA
25
Argent Advisors
Louisiana
$3.73M +$33.3K +768 +0.9%

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.