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OFG Bancorp

130 hedge funds and large institutions have $400M invested in OFG Bancorp in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

93% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $2.88M

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

30% more capital invested

Capital invested by funds: $307M → $400M (+$93.4M)

3% more funds holding

Funds holding: 126130 (+4)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

1.55% less ownership

Funds ownership: 100.54%98.99% (-1.6%)

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
20
Increased
41
Reduced
45
Closed
14
Calls
$5.57M
Puts
$2.88M
Net Calls
+$2.69M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.9M -$237K -29,078 -6%
Prudential Financial
27
Prudential Financial
New Jersey
$3.11M +$797K +97,660 +35%
OAM
28
Oxford Asset Management
United Kingdom
$2.94M +$1.6M +196,427 +124%
Principal Financial Group
29
Principal Financial Group
Iowa
$2.56M +$70.1K +8,584 +3%
JAM
30
Jacobs Asset Management
New York
$2.34M -$2.39M -293,149 -51%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$2.32M +$16.8K +2,053 +0.7%
GCP
32
GSA Capital Partners
United Kingdom
$2.26M +$1.09M +133,485 +96%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$2.17M +$207K +25,400 +11%
TCIM
34
TIAA CREF Investment Management
New York
$2.04M +$364K +44,629 +22%
Bank of America
35
Bank of America
North Carolina
$1.95M -$349K -42,717 -15%
BIM
36
BlackRock Investment Management
Delaware
$1.69M +$71.6K +8,770 +5%
Invesco
37
Invesco
Georgia
$1.53M -$196K -23,968 -12%
QI
38
QS Investors
New York
$1.41M -$1.29M -157,636 -48%
GC
39
Guggenheim Capital
Illinois
$1.24M +$29.6K +3,621 +2%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$1.23M +$187K +22,925 +18%
Federated Hermes
41
Federated Hermes
Pennsylvania
$1.12M -$1.57M -192,399 -59%
Nisa Investment Advisors
42
Nisa Investment Advisors
Missouri
$1.09M
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.09M +$145K +17,819 +16%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$818K -$144K -17,665 -15%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$753K -$30.3K -3,707 -4%
MAM
46
Martingale Asset Management
Massachusetts
$742K
Morgan Stanley
47
Morgan Stanley
New York
$723K +$577K +70,693 +432%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$720K -$609K -74,550 -46%
NFA
49
Nationwide Fund Advisors
Ohio
$667K -$303K -37,070 -32%
William Blair & Company
50
William Blair & Company
Illinois
$658K

OFG Hedge Fund Activity: Q2 2016 in Review

130 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q2 2016, worth a combined $400M — up 30% from $307M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OFG positions and 14 closed out — a net gain of 6 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was Stilwell Value, opening a new position worth an estimated $6.12M. The largest seller was Wellington Management Group, cutting an estimated $10.1M.

  • 130 institutional investors held OFG Bancorp (OFG) as of Q2 2016, up from 126 in Q1 2016.
  • Funds reported $400M of OFG Bancorp stock for Q2 2016, up 30% quarter-over-quarter.
  • 20 funds opened new OFG Bancorp positions in Q2 2016 and 14 closed out, a net change of +6 holders.
  • The largest OFG Bancorp buyer in Q2 2016 was Stilwell Value, an estimated $6.12M added.
  • The largest OFG Bancorp seller in Q2 2016 was Wellington Management Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2016.