Orion
OEC
119 hedge funds and large institutions have $948M invested in Orion in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 32 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 32
3.72% less ownership
Funds ownership: 97.92% → 94.2% (-3.7%)
5% less funds holding
Funds holding: 125 → 119 (-6)
16% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 32
24% less capital invested
Capital invested by funds: $1.25B → $948M (-$302M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
57% less call options, than puts
Call options by funds: $868K | Put options by funds: $2.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
+$17.2M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$15M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$12.7M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$8.42M |
| 5 |
HP
Harvey Partners
Tarrytown,
New York
|
+$7.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$22.1M |
| 2 |
BAMCO Inc
New York
|
-$21.4M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$21.3M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$13M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$9.8M |
OEC Hedge Fund Activity: Q3 2019 in Review
119 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q3 2019, worth a combined $948M — down 24% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of OEC and 27 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 49 added.
The largest buyer was Westfield Capital Management, adding an estimated $17.2M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, exiting entirely with an estimated $22.1M sold.
- 119 institutional investors held Orion (OEC) as of Q3 2019, down from 125 in Q2 2019.
- Funds reported $948M of Orion stock for Q3 2019, down 24% quarter-over-quarter.
- 27 funds opened new Orion positions in Q3 2019 and 32 closed out, a net change of -5 holders.
- The largest Orion buyer in Q3 2019 was Westfield Capital Management, an estimated $17.2M added.
- The largest Orion seller in Q3 2019 was Dalton, Greiner, Hartman, Maher & Co, an estimated $22.1M sold.
Based on aggregated 13F filings for Q3 2019.