Orion
OEC
125 hedge funds and large institutions have $1.25B invested in Orion in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 32 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
63% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 32
17% more capital invested
Capital invested by funds: $1.06B → $1.25B (+$186M)
4.58% more ownership
Funds ownership: 93.34% → 97.92% (+4.6%)
3% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 32
0% more funds holding
Funds holding: 125 → 125 (0)
50% less call options, than puts
Call options by funds: $1.53M | Put options by funds: $3.06M
Top Buyers
| 1 |
BlackRock
New York
|
+$55.1M |
| 2 |
State Street
Boston,
Massachusetts
|
+$17.5M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$12.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$10.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
151
McKinley Capital Management
Anchorage,
Alaska
| – | -$25K | -1,313 | Closed |
|
|
FCA
152
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$5K | -259 | Closed |
|
153
Group One Trading
Chicago,
Illinois
| – | -$3.96K | -200 | Closed |
|
|
PRC
154
Pearl River Capital
Niles,
Michigan
| – | -$4K | -200 | Closed |
|
|
AG
155
Advisor Group
Phoenix,
Arizona
| – | -$1K | -68 | Closed |
|
|
OSAM
156
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$158 | +8 | New |
|
OEC Hedge Fund Activity: Q2 2019 in Review
125 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q2 2019, worth a combined $1.25B — up 17% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new OEC positions and 32 closed out — a net gain of 1 holder — while 52 added to existing stakes and 32 trimmed.
The largest buyer was BlackRock, adding an estimated $55.1M. The largest seller was Ameriprise, cutting an estimated $34.5M.
- 125 institutional investors held Orion (OEC) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $1.25B of Orion stock for Q2 2019, up 17% quarter-over-quarter.
- 33 funds opened new Orion positions in Q2 2019 and 32 closed out, a net change of +1 holder.
- The largest Orion buyer in Q2 2019 was BlackRock, an estimated $55.1M added.
- The largest Orion seller in Q2 2019 was Ameriprise, an estimated $34.5M sold.
Based on aggregated 13F filings for Q2 2019.