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49 hedge funds and large institutions have $315M invested in Orion in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.45% more ownership

Funds ownership: 30.67%31.12% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $322M → $315M (-$6.96M)

2% less funds holding

Funds holding: 5049 (-1)

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
16
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$33.4M +$1.14M +70,966 +4%
LCM
2
Lakewood Capital Management
New York
$29.8M +$4.6M +286,590 +20%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$25.8M -$6.37M -397,426 -21%
TIM
4
Thornburg Investment Management
New Mexico
$22.7M +$1.08M +67,328 +5%
Ameriprise
5
Ameriprise
Minnesota
$21.5M +$273K +17,048 +1%
NCM
6
Newland Capital Management
New York
$19.8M +$3.82M +238,061 +26%
BCM
7
Brigade Capital Management
New York
$18.7M +$7.67M +478,558 +77%
CC
8
Clearline Capital
New York
$17.2M +$2.14M +133,487 +15%
NM
9
Nokota Management
New York
$15.4M +$2.63M +164,200 +22%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$13.8M -$2.81M -175,269 -18%
AC
11
Ascend Capital
California
$12.7M -$60K -3,740 -0.5%
ICM
12
Ionic Capital Management
New York
$11.1M +$10.5M +655,813 New
OA
13
Omega Advisors
New York
$10.8M
PRCM
14
Pine River Capital Management
Minnesota
$10.1M -$3.46M -215,680 -27%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$9.81M +$1.15M +71,592 +14%
PI
16
Putnam Investments
Massachusetts
$5.24M +$4.94M +308,400 New
PCM
17
Pentwater Capital Management
Florida
$5.14M -$2.04M -127,229 -30%
SAM
18
Scopus Asset Management
New York
$4.96M +$4.68M +291,618 New
HP
19
Harvey Partners
New York
$3.69M +$1.8M +112,500 +107%
HIP
20
Hatteras Investment Partners
North Carolina
$3.29M +$406K +25,338 +15%
Deutsche Bank
21
Deutsche Bank
Germany
$2.65M -$387K -24,129 -13%
GCM
22
Gruss Capital Management
New York
$1.84M +$241K +15,000 +16%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$1.83M +$1.73M +107,900 New
N
24
Nuveen
North Carolina
$1.65M +$845K +52,684 +118%
BIT
25
BlackRock Institutional Trust
California
$1.54M -$2.3M -143,638 -61%

OEC Hedge Fund Activity: Q4 2014 in Review

49 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q4 2014, worth a combined $315M — down 2.2% from $322M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OEC positions and 11 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Ionic Capital Management, opening a new position worth an estimated $10.5M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $8.81M sold.

  • 49 institutional investors held Orion (OEC) as of Q4 2014, down from 50 in Q3 2014.
  • Funds reported $315M of Orion stock for Q4 2014, down 2.2% quarter-over-quarter.
  • 12 funds opened new Orion positions in Q4 2014 and 11 closed out, a net change of +1 holder.
  • The largest Orion buyer in Q4 2014 was Ionic Capital Management, an estimated $10.5M added.
  • The largest Orion seller in Q4 2014 was Discovery Capital Management, an estimated $8.81M sold.

Based on aggregated 13F filings for Q4 2014.