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196 hedge funds and large institutions have $1.27B invested in Orion in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,260% more call options, than puts

Call options by funds: $9.02M | Put options by funds: $663K

27% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 60

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

2% more funds holding

Funds holding: 192196 (+4)

2.88% less ownership

Funds ownership: 96.36%93.48% (-2.9%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18% less capital invested

Capital invested by funds: $1.55B → $1.27B (-$277M)

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
2.82%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
30
Increased
76
Reduced
60
Closed
24
Calls
$9.02M
Puts
$663K
Net Calls
+$8.36M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$18.9K -$1.36K -59 -7%
TC
177
Truvestments Capital
Florida
$16.5K
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$16K +$12K +520 +321%
TRCT
179
Tower Research Capital (TRC)
New York
$14.4K -$420K -18,158 -97%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$13.1K
AF
181
Advisornet Financial
Minnesota
$7.06K
SWM
182
Spire Wealth Management
Virginia
$7.03K +$6.91K +299 New
LC
183
Lindbrook Capital
California
$6.42K +$46 +2 +0.7%
S
184
SignatureFD
Georgia
$5.46K
FFO
185
Fortitude Family Office
Arizona
$4.61K
Barrow, Hanley, Mewhinney & Strauss
186
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.54K
PA
187
Parallel Advisors
California
$3.67K -$14.1K -611 -80%
QCG
188
Quadrant Capital Group
Ohio
$2.28K +$2.24K +97 New
FHA
189
First Horizon Advisors
Tennessee
$1.86K +$1.83K +79 New
GI
190
GAMMA Investing
California
$1.69K +$439 +19 +36%
W
191
WealthCollab
Washington
$1.6K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$941
EWA
193
EverSource Wealth Advisors
Alabama
$568 +$555 +24 New
FIA
194
FNY Investment Advisers
New York
$349 +$343K +14,840 New
AWM
195
Avior Wealth Management
Nebraska
$258 +$254 +11 New
RIL
196
Rothschild Investment LLC
Illinois
$118 +$116 +5 New
GC
197
GMT Capital
Georgia
-$33M -1,189,277 Closed
SIC
198
Schwartz Investment Counsel
Michigan
-$3.37M -121,597 Closed
AWM
199
AE Wealth Management
Kansas
-$1.55M -69,027 Closed
IA
200
Inspire Advisors
Idaho
-$1.39M -49,968 Closed

OEC Hedge Fund Activity: Q1 2024 in Review

196 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q1 2024, worth a combined $1.27B — down 18% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OEC positions and 24 closed out — a net gain of 6 holders — while 76 added to existing stakes and 60 trimmed.

The largest buyer was Millennium Management, adding an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $41.8M.

  • 196 institutional investors held Orion (OEC) as of Q1 2024, up from 192 in Q4 2023.
  • Funds reported $1.27B of Orion stock for Q1 2024, down 18% quarter-over-quarter.
  • 30 funds opened new Orion positions in Q1 2024 and 24 closed out, a net change of +6 holders.
  • The largest Orion buyer in Q1 2024 was Millennium Management, an estimated $16.3M added.
  • The largest Orion seller in Q1 2024 was Morgan Stanley, an estimated $41.8M sold.

Based on aggregated 13F filings for Q1 2024.