Orion
OEC
67 hedge funds and large institutions have $317M invested in Orion in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
68% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 19
10% more funds holding
Funds holding: 61 → 67 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.7% less ownership
Funds ownership: 29.03% → 28.33% (-0.7%)
2% less capital invested
Capital invested by funds: $323M → $317M (-$5.78M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$4.99M |
| 2 |
Renaissance Technologies
New York
|
+$3.76M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.98M |
| 4 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$2.79M |
| 5 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brigade Capital Management
New York
|
-$11.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.39M |
| 3 |
LCM
Lakewood Capital Management
New York
|
-$3.81M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$3.5M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$2.88M |
OEC Hedge Fund Activity: Q4 2016 in Review
67 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q4 2016, worth a combined $317M — down 1.8% from $323M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new OEC positions and 5 closed out — a net gain of 6 holders — while 32 added to existing stakes and 19 trimmed.
The largest buyer was AJO LP, opening a new position worth an estimated $4.99M. The largest seller was Brigade Capital Management, cutting an estimated $11.4M.
- 67 institutional investors held Orion (OEC) as of Q4 2016, up from 61 in Q3 2016.
- Funds reported $317M of Orion stock for Q4 2016, down 1.8% quarter-over-quarter.
- 11 funds opened new Orion positions in Q4 2016 and 5 closed out, a net change of +6 holders.
- The largest Orion buyer in Q4 2016 was AJO LP, an estimated $4.99M added.
- The largest Orion seller in Q4 2016 was Brigade Capital Management, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2016.